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  • 3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants

    November 14, 2022

    This presentation will discuss three possible approaches that estate planning professional....
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  • Practical Estate Planning Tips Financial Advisers and Other Professionals Can Identify- How AI can help CPAs, financial advisers and even attorneys, read and illustrate estate planning documents

    November 14, 2022

    Find out how YOU can identify common and potentially valuable estate planning opportunitie....
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  • Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More

    September 22, 2022

    Asset protection planning remains vital for many if not most clients. For the past few yea....
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  • Flex Your Beneficiaries: Reducing the Income Tax Burden on Non-Grantor Trusts

    September 16, 2022

    Trusts are subject to compressed tax rates reaching the maximum income tax brackets at onl....
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  • Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance

    September 14, 2022

    Are you and your practice properly and sufficiently protected from the growing epidemic of....
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  • New Proposed Regulations: Anti Clawback Rule Exception

    May 19, 2022

    On April 27, 2022, the IRS released proposed regulations that follow up on the initial “....
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  • Heckerling Review 2022 Handout

    May 15, 2022

    The 56th Annual Heckerling Institute on Estate Planning is the country’s largest and le....
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  • Flex Your Beneficiaries: Reducing the Income Tax Burden on Non Grantor Trusts

    May 15, 2022

    Many trusts are “grantor trusts” for income tax purposes during the trust creator’s ....
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  • Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines

    May 11, 2022

    Estate planning for clients who have blended or stepfamilies often presents significant an....
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  • Human Aspects of Estate Planning

    April 14, 2022

    What should clients and practitioners do to be certain that vital personal goals and objec....
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