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  • Life Insurance – Practical Planning Ideas for Late 2020

    September 18, 2020

    This webinar will discuss practical life insurance planning ideas for the last part of 202....
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  • Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan

    September 14, 2020

    Wealthy individuals who wait to take planning action to eliminate estate taxes may lose th....
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  • Estate Planning Steps to Take Now: Main EPC and American Cancer Society

    August 14, 2020

    The time is right for aggressive estate planning because if there is a shift in power in W....
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  • Charitable Remainder Trusts (CRTs): The Basics and Beyond

    July 29, 2020

    Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning....
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  • Valuations and Estate Planning: Impact of Covid

    July 1, 2020

    What are the valuation implications of the current economic environment brought about by t....
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  • Key Estate Panning Technique for Married Clients in 2020: Spousal Lifetime Access Trusts

    June 29, 2020

    Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning bene....
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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....
    View Webinar »
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