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 - 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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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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