955 Results for ‘marshalling-assets-in-estate-planning

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OnDemand Course: 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.For an estate plan to work, the plan must be properly funded.

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Gain an understanding of the impact of gift and estate tax valuations.Most, if not all, businesses rely on tangible assets to assist in their business operations.

OnDemand Course: Who Wants to be a Drillionaire?  Estate Planning for Oil and Gas Owners

Who Wants to be a Drillionaire? Estate Planning for Oil and Gas Owners

Learn valuable estate planning techniques to protect your client's oil and gas assets. The oil and gas boom has created millions of jobs and generated billions in bottom-line revenue, giving rise to more drillionaires...

OnDemand Course: Using Funeral Trusts in Estate Planning

Using Funeral Trusts in Estate Planning

Learn useful estate planning techniques with funeral trusts in mind and how to best advise your clients for the future.With the ever-changing economy and the aging population, more individuals and couples are seeking...

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,...

OnDemand Course: Will Estate Planning Basics for Paralegals

Will Estate Planning Basics for Paralegals

Learn how to transfer assets to a client's loved one after death through a will or nonprobate transfer while addressing tax concerns.Many clients come to their attorneys wishing to transfer their assets to their loved...

OnDemand Course: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients.The business is typically the cornerstone of an individual's estate and its value.

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Estate Planning Basics

Estate Planning Basics

Gain an understanding of what documents are needed for estate planning and how to best help clients through the process.Estate planning is a process that should be undertaken by nearly every person because if you fail...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Drafting Trusts in Estate Planning

Drafting Trusts in Estate Planning

Learn how to properly and effectively draft different types of trusts for an estate plan.Trusts can be an integral part of an effective estate plan. With the ability to control wealth, protect assets, mitigate taxes,...

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

OnDemand Course: Current Implications of Partnerships in Estate Planning

Current Implications of Partnerships in Estate Planning

Gain an understanding of modern implications of partnerships in estate planning and their effects.Partnerships (and Limited Liability Companies taxes as partnerships) have become the go-to entity choice among estate...

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