47 Results for ‘professional-etiquette-for-the-courtroom-and-other-legal-situations

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OnDemand Course: Legal Dangers of Outdated Estate Plans

Legal Dangers of Outdated Estate Plans

Understand how to avoid an outdated estate plan, and how to fix a plan that may already be outdated. Trusts instruments generally have three primary purposes: the orderly disposition of assets, avoidance of probate,...

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: California Medicaid and Elder Law: Representing Clients in a New Legal Landscape

California Medicaid and Elder Law: Representing Clients in a New Legal Landscape

Easily navigating through Medicaid law issues is essential to the success of your client's long-term planning efforts.This topic will review Medicaid eligibility issues, including eligibility rules, application process,...

OnDemand Course: Legal and Ethical Challenges in Assessing Your Client's Mental Capacity

Legal and Ethical Challenges in Assessing Your Client's Mental Capacity

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.

Live Webinar: Estate Planning Considerations for Soldiers and Their Families

Estate Planning Considerations for Soldiers and Their Families

Understand the importance of having a current and appropriate estate plan in place and avoid potential issues that may be encountered. Many military personnel and their families are unaware of the complex issues they...

Live Webinar October 27, 2021 1:00pm EST

CLE, CPE credit available

OnDemand Course: Charitable Tricks and How to Avoid Tax Traps When Donating

Charitable Tricks and How to Avoid Tax Traps When Donating

Fully understand the rules and guidelines you should know when donating to a charitable organization.Many financial and estate planning clients are charitably motivated, and the tax laws in the United States are...

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

OnDemand Course: Effects of Recent Events on Estate Planning

Effects of Recent Events on Estate Planning

Explore the possible changes in tax law that could impact estate planning, and how to best advise clients during this time of uncertainty.Recent events, including the 2020 election, may result in changes to tax laws...

Available as OnDemand Course, MP3 Download

OnDemand Course: Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

Learn how to effectively plan with intentionally defective grantor trusts and know the tax issues related to them.Intentionally, defective grantor trusts are a common topic of discussion among estate planners and are...

Available as OnDemand Course, MP3 Download

CFP, CLE credit available

OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

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

OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

CPE credit available

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