Knowledge Base

Trust Jurisdiction Comparison Guide

Articles - 15 min

Alaska, Nevada, and Delaware share many of the same benefits for the creation and administration of modern trusts. The choice of one over the other ...

Trust Fundamentals

Estate Planning

Type of Trusts

Current Events

Webinars - 60 min

Asset Protection

This is the time to discuss lifestyle levels and why anyone needs to spend more than they can afford to for living....

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While the world and even the United States has been through much tougher times, the present cash crunch, financial devastations, and social disorder that businesses and self-employed individuals find themselves...

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Presentations, Webinars - 60 min

Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now

This presentation will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer d...

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Webinars - 62 min

Asset Protection for Physicians and their Practices Part 2

Second part of a program presented for educational purposes about asset protection for physicians and their practices. In the video, we tackled topics as determining how to best allocate assets as between a mar...

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Webinars - 62 min

Asset Protection for Physicians and their Practice Part 1

First part of a program presented for educational purposes about asset protection for physicians and their practices. In the video, we tackled topics as important needs for the successful physician family, maki...

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Webinars - 15 min

Planning for Business Exits

Annual Charitable Contributions for Businesses after 2017 Tax Reform Sale of C Corp Stock - Code S 1202 Exclusion and Other Issues Intrafamily Business Transactions after 2018 Tax Court Case Amount of exclusion...

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Webinars - 66 min

Family Meetings

We address in this Webinar the need for family meetings and legacy planning. Throughout this video, we talk about the client experience and survey results, the cost of conflict avoidance, the problem with tradi...

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Webinars - 46 min

Shielding Estate Planning Against Litigation

Litigation relating to estate planning seems to be increasing all over the country, and it is not limited to large estates. Proactive steps can be taken now to drastically reduce the chances of your clients' wi...

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Webinars - 68 min

Estate Planning Roadmap 2019-2020 Part 2

In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth. Planning for large estat...

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Knowledge Base

Trust Jurisdiction Comparison Guide

Articles - 15 min

Webinars - 60 min

Asset Protection

Presentations - 15 min

Asset Protection Part 1

Presentations, Webinars - 60 min

Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now

Webinars - 62 min

Asset Protection for Physicians and their Practices Part 2

Webinars - 62 min

Asset Protection for Physicians and their Practice Part 1

Webinars - 15 min

Planning for Business Exits

Webinars - 66 min

Family Meetings

Webinars - 46 min

Shielding Estate Planning Against Litigation

Webinars - 68 min

Estate Planning Roadmap 2019-2020 Part 2