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  • Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas

    December 28, 2017

    Course Description: President Trump signed into law on December 22, 2017 the Tax Cuts and ....
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  • Trust Owned Life Insurance (TOLI)

    November 17, 2017

    Course Description: Life insurance policies, especially those owned by trusts (TOLI) are f....
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  • Financial and Estate Planning for the Parkinson’s Community

    September 21, 2017

    Course Description: This is a practical consumer level webinar co-hosted with the Michael ....
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  • Post-Divorce Planning: Practical Steps for Practitioners

    September 21, 2017

    Course Description: Following the conclusion of a divorce, even in the best of circumstanc....
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  • Recent Developments with Practical Estate Planning Implications to Advisers

    August 25, 2017

    Course Description: The estate planning world is focused on the uncertainty of repeal (or ....
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  • Spousal Lifetime Access Trusts (SLATs) – Key Planning Tool

    August 2, 2017

    Course Description: SLAT planning can provide tremendous planning benefits for many marrie....
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  • Estate Planning Basics for Consumers (Not Subject to Estate Tax)

    July 18, 2017

    This is a CONSUMER level course on basic estate planning. This course will help define wha....
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  • Technology, Ethics and Estate Planning Practice Management

    June 21, 2017

    Jonathan Blattmachr and Peter Fidler will co-present this discussion of how estate planner....
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  • Trusts: Planning and Drafting for Divorce

    June 15, 2017

    Trusts are one of the most powerful tools for planning to minimize the risk to assets in a....
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  • When a Client Loses a Spouse/Partner

    May 11, 2017

    Karen Altfest, Dr. Stanley Teitelbaum, and Martin Shenkman will present a practical, non-t....
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