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 - 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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Especially Treacherous Liabilities Liabilities generally not cancelable in bankruptcy include the following: Government student loans Trust fund tax liability Hazardous waste liability Breach of fiduciary duty ...

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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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Webinars - 75 min

Paycheck Protection Program of the CARES Act

The Paycheck Protection Program and loan forgiveness are intended to provide economic relief to small businesses nationwide adversely impacted under the Coronavirus Disease 2019 (COVID-19) Emergency Declaration...

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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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Uncategorized - 15 min

Asset Protection Part 1

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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