Estate Planning

Products

Total: 41
Tax and Estate Planning for Clients Relocating to Florida
This OnDemand Webinar will highlight the legal and tax impact of a client relocating to Florida. Certainly the appeal of Florida’s great weather can be too much to resist for some, but the move has consequences. Tax laws in Florida are generally much more favorable than the laws ...
Price: $199.00

Charitable Remainder Trust Fundamentals
Ninety percent of Americans give to charity regularly. If you don’t discuss charitable planning with your clients, you are forfeiting potential business to your competitors. Charitable remainder trusts help your clients combine their estate, tax and financial planning with their ...
Price: $199.00

Form 706: Estate Tax Return Fundamentals
Americans have been able to accumulate wealth. It is estimated more than $10 trillion in wealth will be transferred over the next 15 years. If a person has been fortunate to amass significant wealth, the government imposes a tax when the person transfers their wealth at death. In...
Price: $199.00

Social Security Benefits: Is It Worth It to Delay?
Social Security has been the American workers’ greatest investment and has been labeled the third rail of politics, and perhaps rightly so. However, dire predictions have recently been published about the collapse of the system. But are those predictions really warranted? This On...
Price: $199.00

Domestic Asset Protection Trusts: Fundamentals and New Approaches
This live audio conference will focus on the uses, benefits, requirements and differences among the various Domestic Asset Protection Trusts (“DAPTs”) permitted under state law and the reasons why one state law may be preferred over another. There will also be a discussion of the...
Price: $199.00

The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning
Intellectual property is a hot area of the law, and businesses, along with individuals, are using intellectual property interests to start, grow and value their businesses. After the patent, trademark or copyright application is filed, most individuals and businesses think they a...
Price: $199.00

Current Issues in Revocable Living Trusts
Revocable living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a re...
Price: $199.00

Estate and Tax Planning for Nontraditional Families
Welcome to the brave new world of planning for nontraditional families – full of both opportunities and pitfalls. Unmarried heterosexual couples and same-sex couples cannot rely on many of the rights and privileges afforded to heterosexual married couples under federal law. The i...
Price: $199.00

Matrimonial Planning and Divorce
With a 50% divorce rate, and a higher rate, some say 75%, for second and later marriages, a careful understanding of the matrimonial implications of estate planning and in particular the use of trusts, is essential to accomplish essential matrimonial and estate planning goals. Tr...
Price: $199.00

Estate Planning Ethics
This live audio conference includes a basic overview of the ethical rules that effect the estate planner in every day practice. With an attorney’s busy schedule, it is difficult to remain current on rules that direct and govern the fundamental duties an attorney encounters while ...
Price: $199.00