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OnDemand Course: Using Irrevocable Life Insurance Trusts in Estate Planning

Using Irrevocable Life Insurance Trusts in Estate Planning

This on-demand webinar will benefit intermediate to advanced lawyers and insurance professionals who want to obtain a deeper understanding of why ILITs remain viable in the current tax environment.

OnDemand Course: Required Minimum Distributions After the SECURE Act and the CARES Act

Required Minimum Distributions After the SECURE Act and the CARES Act

Gain an understanding of the new RMD rules due to the SECURE Act.For decades the rules requiring minimum distributions from retirement plans and IRAs were largely unchanged.

OnDemand Course: Estate Planning Techniques for Clients with Dementia or Alzheimer's

Estate Planning Techniques for Clients with Dementia or Alzheimer's

Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer's disease.According to the Alzheimer's Association, nearly 5.

OnDemand Course: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...

Available as OnDemand Course, Video, Video, Video, Video

OnDemand Course: IRS Basis Consistency Requirements and New Rules

IRS Basis Consistency Requirements and New Rules

Understanding how to stay compliant with the IRS basis consistency requirements and new rules can help you and your clients ensure reporting is done is accurate and within the guidelines.

OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

Available as OnDemand Course, Video, Video, Video, Video, Video

OnDemand Course: Estate Planning Considerations Involving Cryptocurrency

Estate Planning Considerations Involving Cryptocurrency

Learn about cryptocurrency and how it is used in modern day estate planning.As interests in, and accumulation of, digital assets have expanded from intellectual property, communication, and other forms of technology,...

OnDemand Course: Estate Planning Basics

Estate Planning Basics

Gain an understanding of what documents are needed for estate planning and how to best help clients through the process.Estate planning is a process that should be undertaken by nearly every person because if you fail...

OnDemand Course: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Available as OnDemand Course, Video, Video, Video, Video, Video, Video

OnDemand Course: Estate Planning Considerations for Dual Residents

Estate Planning Considerations for Dual Residents

Gain an understanding on the key concepts you should be considering when estate planning for a dual resident client including tax issues and will options.

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