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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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  • How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus

    March 19, 2020

    This webinar will explore steps you might consider for your practice and clients in light ....
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  • LGBTQ Planning: What Skills Do Planners Need to Properly Serve the Modern Family?

    March 13, 2020

    The structure and composition of the modern family has evolved and continues to evolve. In....
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  • Estate Planning: Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now

    February 28, 2020

    Jonathan Blattmachr and Martin Shenkman will share the most efficient ways to use high gif....
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  • Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 2 of 2

    February 21, 2020

    Part 2 will complete the discussions in Part 1. Doctors and their practices are common....
    View Webinar »
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