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  • Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 1 of 2

    February 14, 2020

    Doctors and their practices are common targets for terrible and aggressive lawsuits which ....
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  • Estate Planning for Jewish Clients

    February 10, 2020

    Planning a Jewish client’s estate involves more than just the transfer of wealth. To dra....
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  • Heckerling 2020 Roundup

    January 24, 2020

    Heckerling Institute on Estate Planning is the country’s largest and leading conference ....
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  • Life Insurance Planning Opportunities in Early 2020

    January 23, 2020

    How do the new fiduciary rules impact your life insurance recommendations (and discussions....
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  • Planning for Business Exits from C Corporations; Intra-family Business Transactions; Other Developments

    December 18, 2019

    Lower C corporation income tax rates have increased attention to the Code Sec. 1202 exclus....
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  • Family Meetings and Legacy Planning

    December 3, 2019

    Family Meetings: They are not what you might think they are! For a family to get started, ....
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  • Estate Planning for Scientologists

    November 12, 2019

    This webinar will explain how estate planners might modify planning and documents for a cl....
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  • Trusts: 2019-2020 Planning Roadmap Part 2

    October 29, 2019

    In this world of constant uncertainty, only one thing is clear, planners need a roadmap in....
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  • Estate Planning for the Muslim Client

    October 23, 2019

    This webinar will provide a practical survey of the many areas of estate and related plann....
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  • Estate Planning Roadmap 2019-2020: Planning before the 2020 Election; State Income Taxation of Trusts; Aging, Longevity – Part 1

    October 11, 2019

    Course Description: While no one can predict the 2020 election, there is a possibility of....
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