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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: Considerations of Joint vs. Individual Trusts in Marriage

Considerations of Joint vs. Individual Trusts in Marriage

Learn the pros and cons of creating a joint trust rather than separate trusts for each spouse. One of the basic questions estate planners must face when advising married couples on the structure of their estate plan...

Live Webinar August 12, 2021 1:00pm EST

Live Webinar: Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives

Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives

Gain an understanding of the life insurance illustration and ensure that life insurance product recommendations are in your client’s best interest. Significant changes to the definition of life insurance, together...

Live Webinar August 31, 2021 1:00pm EST

Live Webinar: Retirement Strategies With Increasing Health Care Costs

Retirement Strategies With Increasing Health Care Costs

Ease the minds of clients and understand solutions to the exposure to high medical costs. The biggest concern of any retired person is whether health care costs will drain their retirement savings.

Live Webinar September 14, 2021 1:00pm EST

OnDemand Course: 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...

OnDemand Course: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of trust administration best practices.Many individuals who are named as trustees or successor trustees are unaware of the myriad duties and responsibilities that come along with the office.

Available as OnDemand Course, MP3 Download

OnDemand Course Credit
    • AK CLE - 1.5
    • AL CLE - 1.5
    • AR CLE - 1.5
    • AZ CLE - 1.5
    • CA CLE - 1.5
    • CT CLE - 1.5
    • HI CLE - 1.5
    • IL CLE - 1.5
    • ME CLE - 1.5
    • MN CLE - 1.5
    • MO CLE - 1.8
    • MS CLE - 1.5
    • ND CLE - 1.5
    • NH CLE - 1.5
    • NJ CLE - 1.8
    • NM CLE - 1.5
    • NY CLE - 1.5 including Areas of Professional Practice 1.5
    • OR CLE - 1.5
    • PA CLE - 1.5
    • RI CLE - 1.5
    • TN CLE - 1.53
    • UT CLE - 1.5
    • VA CLE - 1.5
    • VT CLE - 1.5
    • WA CLE - 1.5
    • WI CLE - 1.5
    • WV CLE - 1.8
    MP3 Download Credit
      • AK CLE - 1.5
      • AZ CLE - 1.5
      • CA CLE - 1.5
      • CT CLE - 1.5
      • HI CLE - 1.5
      • ME CLE - 1.5
      • MO CLE - 1.8
      • NJ CLE - 1.8
      • NM CLE - 1.5
      • NY CLE - 1.5 including Areas of Professional Practice 1.5
      • OR CLE - 1.5
      • UT CLE - 1.5
      • VT CLE - 1.5
      • WA CLE - 1.5
      • WV CLE - 1.8
      OnDemand Course: 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...

      OnDemand Course: 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 Course: 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...

      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

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