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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,...
CLE credit available
Fundamentals of Spousal Lifetime Access Trust planning.Estate planning has progressed well beyond the basic will and powers of attorney. Use of trusts permit detailed and comprehensive planning.
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...
CLE credit available
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is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.
Understand strategic, money-saving ways to help your clients plan for the future when they are young and wealthy. Planning for death or disaster is low on the list of ways people want to spend their time - especially...
Gain an understanding of the effective estate planning concepts and techniques for lifetime gifts.Effective estate planning involves more than just the preparation of will and trust that are designed to take advantage...
Get the essential information you need to file Form 709 and save your clients from future estate tax problems.A significant challenge for estate planners, accountants and other professionals is the gift tax return.
Understanding the many reasons as to why people initiate a will or a trust following a loved one's death, among that undue influence is one of the most common.
Basics of Trust Administration in California on First Death Revocable Living Trusts – Administration and Termination 1. Basic Trust Administration – Outright distribution a.
North Carolina Medicaid Estate Recovery This manuscript describes in some detail the authority for and the process by which the state of North Carolina implements a claim for Estate Recovery.
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