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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,...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Estate Planning Techniques Regarding Spousal Lifetime Access Trust

Estate Planning Techniques Regarding Spousal Lifetime Access Trust

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.

Available as OnDemand Course, MP3 Download

OnDemand Course: 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...

Available as OnDemand Course, MP3 Download

CLE credit available

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is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.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: Leaving the Loot: Estate Planning for the Young and Wealthy

Leaving the Loot: Estate Planning for the Young and Wealthy

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...

OnDemand Course: The Role of Lifetime Gifts in Estate Planning

The Role of Lifetime Gifts in Estate Planning

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...

OnDemand Course: Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Fundamentals

Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Fundamentals

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.

OnDemand Course: Undue Influence: What Every Estate Planner Should Know

Undue Influence: What Every Estate Planner Should Know

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.

Bookstore: Basics of Trust Administration in California on First Death

Basics of Trust Administration in California on First Death

Basics of Trust Administration in California on First Death Revocable Living Trusts – Administration and Termination 1. Basic Trust Administration – Outright distribution a.

Bookstore: North Carolina Medicaid Estate Recovery

North Carolina Medicaid Estate Recovery

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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