Knowledge Base : Webinars

Trust Fundamentals

Estate Planning

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Webinars

SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients

Why you have to tell clients to plan NOW! And SLATs will be a common tool for many...

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Webinars - 126 min

Spousal Lifetime Access Trusts: A Key Planning Tool

Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for married clients to use in 2020 as the tax environment remains uncertain after the election. This webinar will explore h...

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Presentations, Webinars - 60 min

How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address COVID

This webinar will explore steps you might consider for your practice and clients in light of the Coronavirus. Health issues are no doubt of paramount importance for you and your practice. What steps are some fi...

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Webinars - 63 min

Asset Protection for Physicians with Alan Gassman

Doctors and their practices are common targets for terrible and aggressive lawsuits which are commonly based upon bad results from treatment or procedures that have nothing to do with the doctor's skills or act...

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Webinars - 102 min

Tech and Remote Work More Practical and Actionable Tips

This webinar is about the importance of automating processes, documents and the adequate use of the tools provided to make remote work more efficient....

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Webinars - 105 min

Core Estate Planning Documents During Covid

We are living in difficult times: stock market declines, economic turmoil (according to many a recession), the strain of quarantine, and mostly the worries and health challenges of coronavirus. What steps can a...

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Webinars - 15 min

Achieving Peak Performance in a Challenging Covid World

The current COVID climate has caused a significant increase in stress, anxiety, financial instability, and changes to work and family structure. This webinar is about how to find balance in an unbalanced world....

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Webinars - 108 min

Tech, Remote Work and More

Experts in the trust area talk about what estate planners need to know about tech, remote work and more. See the video below to get the information about this area....

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Webinars - 105 min

Best Vehicles for Estate Tax Planning Now- And Best Way to Draft Them

Martin Shenkman talks about our program for best vehicles for state tax planning and how to draft and integrate practical planning and drafting suggestions....

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