1,058 Results for ‘using-funeral-trusts-in-estate-planning

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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...

Available as OnDemand Course, MP3 Download

CLE credit available

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: 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

CLE credit available

Live Webinar: Estate Planning Considerations for Dual Residents

Estate Planning Considerations for Dual Residents

Gain an understanding on the key concepts you should be considering when estate planning for a dual resident client including tax issues and will options.

Live Webinar August 19, 2020 1:00pm EST

CLE, CPE, Enrolled Agents credit available

Live Webinar: Estate Planning Technology: Electronic Wills

Estate Planning Technology: Electronic Wills

Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society. Electronic wills have become a hot topic in recent years, and especially during the pandemic.

Live Webinar October 13, 2020 1:00pm EST

CFP, CLE, CPE credit available

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: Taxation and Estate Planning for Clients With Collectible Assets

Taxation and Estate Planning for Clients With Collectible Assets

Gain an understanding on taxes related to collectables and learn to properly advise your clients when they are adding to or passing on their collectible assets.

Live Webinar September 10, 2020 1:00pm EST

AIPB, CPE credit available

OnDemand Course: Trust Situs and State Taxation: Practical Planning Implications

Trust Situs and State Taxation: Practical Planning Implications

State tax departments are becoming more aggressive at collecting revenues and the trend is likely to continue in light of state fiscal issues.The situs of a trust may impact the rules that govern the trust, the validity...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Estate and Trust Administration Disputes

Estate and Trust Administration Disputes

Gain an understanding of estate and trust administration disputes and methods to resolve them.Trusts and estate practitioners, including fiduciary litigators, commonly face a variety of potential claims relating to...

Available as OnDemand Course, MP3 Download

OnDemand Course: Challenges in Trust and Estate Valuation

Challenges in Trust and Estate Valuation

Learn to recognize the framework for trust and estate valuation to better assist your clients' needs.This topic will provide an overview of the current estate planning landscape using valuation discounts, whether for...

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