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Live Webinar: Marshalling Assets in Estate Planning

Marshalling Assets in Estate Planning

Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets. Learn how to best avoid liability and properly oversee the administration of an estate or trust.

Live Webinar September 21, 2020 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Gain an understanding on how to include benefits in an estate plan. Estate planning with employee benefits can be very complex and choosing the wrong beneficiary or form of benefit can have unanticipated and...

Live Webinar August 26, 2020 1:00pm EST

CLE, CPE credit available

OnDemand Course: Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Learn how to read, draft and document investment policy statements.Investment fiduciaries have an obligation to document a prudent investment decision-making process but many individuals and committees struggle with the...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Probate Alternatives in Estate Planning in California

Probate Alternatives in Estate Planning in California

Learn to identify ways for your clients to avoid probate to reduce delays and expenses.Many estate planning clients in California are rightfully wary of having their estate pass through probate.

OnDemand Course: Dealing With Insufficient Assets and Abatement

Dealing With Insufficient Assets and Abatement

Understand the order of payments and distributions and how to deal with insufficient assets. Many individuals who are named as an executor or are acting as an administrator of an estate do not understand how important...

OnDemand Course: Dynasty Trust Estate Planning Fundamentals

Dynasty Trust Estate Planning Fundamentals

Gain an understanding of the different designs of trusts centered around Dynasty Trust.Dynasty trusts are increasingly used in estate planning to achieve estate tax savings for multiple generations, while also providing...

Available as OnDemand Course, MP3 Download

OnDemand Course: Using Digital and Social Media to Acquire and Expand Client Relationships

Using Digital and Social Media to Acquire and Expand Client Relationships

Gain an understanding of how to stay compliant with FINRA while using your digital presence and social media to obtain new clients. This topic will describe how to establish your personal brand and engage clients using...

OnDemand Course: Estate Plan Fundamentals for Illiquid Assets

Estate Plan Fundamentals for Illiquid Assets

Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: ABLE 529A: A New Option for Disabled Americans

ABLE 529A: A New Option for Disabled Americans

All About ABLE: Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients. This topic will provide an overview of the Achieving a Better Life Experience...

OnDemand Course: Tax Treatment of Pre-2018 Accumulated Earnings

Tax Treatment of Pre-2018 Accumulated Earnings

Gain an understanding of the new taxation processes that are taking place in the U.S. this year.The Tax Cuts and Jobs Act made significant changes to the U.

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

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