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

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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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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Uncategorized - 15 min

Asset protection Part 2

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 - 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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