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Bookstore: Basic Medicaid Rules

Basic Medicaid Rules

Basic Medicaid Rules This report will provide you with an overview of the Medicaid Program. Then dig into income considerations including asset availability, exclusions and limits, disqualifying transfers and...

Live Webinar: Estate Planning Insurance Strategy for Life Insurance Settlements

Estate Planning Insurance Strategy for Life Insurance Settlements

Learn valuable strategies for life insurance settlements and how you can help your clients get maximum value for a life insurance policy. Many wealth advisors, though they have heard of life settlements, have no...

Live Webinar July 29, 2020 1:00pm EST

CLE, CPE credit available

OnDemand Webinar: Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

Find out how to effectively plan with Intentionally Defective Grantor Trusts and know the tax issues related to them.Many estate planning professionals and financial advisors do not fully understand the rules related to...

Bookstore: Legal and Regulatory Status of the Life Settlements Industry

Legal and Regulatory Status of the Life Settlements Industry

Properly advise your clients with an understanding of the life insurance industry and federal legislation.This topic will provide you with a window into a little understood and sometimes controversial asset class which...

CLE credit available

OnDemand Webinar: IRS Form 1099-B Reporting Update

IRS Form 1099-B Reporting Update

Find out what is required on the form 1099-B and how to properly report these requirements.This topic will help you understand the principles and rules that require brokers to report on a Form 1099-B, proceeds from...

Available as OnDemand Webinar, MP3 Download

Enrolled Agents credit available

OnDemand Webinar: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of designing trusts and executing trust administration best practices. Many individuals who are named as trustees or successor trustee are unaware of all of the duties and responsibilities...

OnDemand Webinar: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of designing trusts and executing trust administration best practices.Many individuals who are named as trustees or successor trustee are unaware of all of the duties and responsibilities...

OnDemand Webinar: Estate Freeze Due Diligence

Estate Freeze Due Diligence

Learn to recognize the techniques in which it should be applied in relation to different types of estate freezes. An estate freeze is a power strategy for wealth management - but you don't have to be an insider to...

OnDemand Webinar: 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 Webinar, MP3 Download

CLE credit available

OnDemand Webinar: Grantor Trust Liabilities: An Income Tax Analysis

Grantor Trust Liabilities: An Income Tax Analysis

Learn the complex income tax issues associated with grantor trusts and maintain your position as an authority on trusts.The sale to an intentionally defective grantor trust is one of the most powerful and versatile...

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