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  • PANEL Valuations and Estate Planning: Impact of Covid

    June 25, 2020

    What are the valuation implications of the current economic environment brought about by t....
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  • Estate Planning Before the 2020 Election

    June 18, 2020

    Planning before the 2020 election is critical. What should advisers be telling clients to ....
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  • SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients

    June 9, 2020

    Course Description:  The Secure Act changed how many clients should plan for and name ....
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  • SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients

    June 3, 2020

    Course Description: Spousal lifetime access trusts (“SLATs”) planning can provide trem....
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  • Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!

    May 15, 2020

    Course Description: Working remotely has challenges and as we have all spent more than a m....
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  • Core Estate Planning Documents During COVID

    April 28, 2020

    Every practitioner is familiar with the common or “core” estate planning documents: po....
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  • Tech, Remote Work and More: What Estate Planners Need to Know Now

    April 27, 2020

    How to work remotely – lots of practical tips from estate planners (with different views....
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  • Achieving Peak Performance in a Challenging COVID World: Finding Balance in an Unbalanced World

    April 20, 2020

    Gain insight from a leading authority on mindfulness, and the role it plays in achieving p....
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  • Webinar: Best Vehicles for Estate Tax Planning Now – and Best Ways to Draft Them

    April 15, 2020

    Course Description: Many have correctly pointed out that the current extremely low intere....
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  • Webinar: Paycheck Protection Program of the Cares Act: Updated for Latest Pronouncements

    April 14, 2020

    The Paycheck Protection Program and loan forgiveness are intended to provide economic reli....
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