Upcoming Live Events
Tue 1:00 PM EDT
2024 Teleconference: Marital Agreements from A to Z
Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client’s planning for this possibility is sometimes nearly...
Tue 1:00 PM EDT
2024 Teleconference: Ethics Issues in a Contemporary Estate Planning Practice
Estate planners and those who administer estates and trusts must frequently adapt to changes in our profession, including evolving ethics-based concerns. We cannot be...
Tue 1:00 PM EDT
2024 Teleconference: Nuts and Bolts of Trust Terminations
The idea of bringing trust administration to a conclusion may seem to the Trustee like a relief – and, in many respects, it is. However, terminating a trust isn’t...
Tue 1:00 PM EDT
2024 Teleconference: Addressing the Estate Planning Needs of Modern-Day Clients
We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new...
Tue 1:00 PM EDT
2024 Teleconference: Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts
After the dust has settled, trust beneficiaries who may think they just won the lottery are sometimes surprised to discover that their position in the trust...
Tue 1:00 PM EDT
2024 Teleconference: Durable Powers of Attorney - An Essential Estate Planning Component
Powers of attorney are among the most important estate planning documents for many of our clients. With more people today anticipating or actually grappling with...
Tue 1:00 PM EST
2024 Teleconference: Repair or Replace? The Deficient Trustee
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the...
Tue 1:00 PM EST
2024 Teleconference: Application of Legal Ethics Rules When There's No Attorney-Client Relationship
Our ethics obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning, as well as estate and trust...
Past Live Events
Tue 1:00 PM EDT
2024 Teleconference: Shelter from the Storm - Anticipating and Avoiding Breach of Fiduciary Duty Claims
The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this conflict has been exacerbated by...
Tue 1:00 PM EDT
2024 Teleconference: Deep Dive into Disclaimers
A disclaimer (otherwise known as a renunciation) is nothing more than an unqualified, irrevocable refusal to accept a transfer of property from another person. That...
Tue 1:00 PM EST
Gift Tax on Trust Modification? CCA 202352018 - IRS' Shot Across the Bow!
Trust modifications have proliferated over the past couple of decades -- largely as a result of the promulgation on the Uniform Trust Code. Now, however, the IRS has...
Tue 1:00 PM EST
2024 Teleconference: State Income Tax Issues with Trusts
There’s a wide variety of fiduciary income tax laws among the states. In fact, many states have no fiduciary income tax at all or have a fiduciary income tax regime...
Tue 1:00 PM EST
2024 Teleconference: Spousal Lifetime Access Trusts - A Fleeting Opportunity
The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal...
Tue 1:00 PM EST
2023 Teleconference: Ethics: Malpractice in Estate Planning - Some Guidance on How to Avoid It
It goes without saying that an estate planning professional must provide competent services to the client. Confronted with an ever-changing legal and regulatory...
Tue 1:00 PM EST
2023 Teleconference: Defusing Disaster
Decedents sometimes leave an estate plan that creates more problems than it solves. Under the laws of most states, various judicial and nonjudicial options exist with...
Tue 1:00 PM EDT
2023 Teleconference: Directed Trusts - Slicing and Dicing Duties, Risks and Potential Liabilities
Directed trusts, largely unknown in the United States just a few decades ago, are becoming quite common. Many states have adopted statutes to establish a framework...
Tue 1:00 PM EDT
2023 Teleconference: Gift and Estate Tax Black Holes
Planning to avoid, or at least minimize, gift and estate taxes can be daunting. That statement has never been more true than it is in 2023. The IRS often challenges...
Tue 1:00 PM EDT
2023 Teleconference: Estate Planning Solutions for the Disabled and Those Who May Be Approaching Disability
Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an...
Tue 1:00 PM EDT
2023 Teleconference: Opportunities and Obstacles Created by the Uniform Trust Code
As of August 2022, in the 20 years since Kansas became the first state to enact the Uniform Trust Code, 34 more states, plus the District of Columbia, have enacted it....
Tue 1:00 PM EDT
2023 Teleconference: Ethics: When Doing What's "Right" Might be Wrong
Not all charges of breaches of professional ethics result from consciously attempting to cut corners, take advantage of a situation, extract excessive fees or treat...
Tue 1:00 PM EDT
2023 Teleconference: Beyond Boilerplate - Designing and Administering Special Purpose Trusts
Some estate planning clients have needs or desires that transcend the ordinary. They could have intended beneficiaries with unusual characteristics or in difficult...
Tue 1:00 PM EDT
2023 Teleconference: It's Not All About Saving Taxes - How Trusts Can Impact Beneficiaries' Lives
A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today, many clients...
Tue 1:00 PM EDT
2023 Teleconference: Giving Income Tax Considerations in Estate Planning the Respect They Deserve
The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as...
Tue 1:00 PM EST
2023 Teleconference: The Intersection of Exceptional Estate Planning and Bad Trust Administration
It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause...
Tue 1:00 PM EST
2023 Teleconference: Powers of Appointment - The Swiss Army Knife of Estate Planning
Among the most useful tools at an estate planner’s disposal is a power of appointment. There’s an almost infinite variety of powers of appointment, and they can be...
Tue 1:00 PM EST
2022 Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Planning Professionals
The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate...
Tue 1:00 PM EST
2022 Teleconference: Qualified Retirement Plans and IRAs – What You Can and Can’t Do
Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities...
Tue 1:00 PM EDT
2022 Teleconference: Legitimate and Effective Asset Protection Planning
Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive...
Tue 1:00 PM EDT
2022 Teleconference: Mechanics and Strategies for Resolving Trust Disputes
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various...
Tue 1:00 PM EDT
2022 Teleconference: Compounding Complications in Charitable Giving
Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated. Familiar examples of charitable giving techniques that can...
Tue 1:00 PM EDT
2022 Teleconference: Post-Mortem Planning and Strategies
Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an...
Tue 1:00 PM EDT
2022 Teleconference: To Whom and When Does an Estate Planner Owe Duties?
The technical intricacies of estate planning are tough enough, but the challenge becomes still more intimidating when the identity of the person(s) to whom the planner...
Tue 1:00 PM EDT
2022 Teleconference: Estate Planning for and Administration of Digital Assets
The deployment and use of so-called digital assets has proliferated at breathtaking speed. Virtually anyone who uses a computer or a smart phone has digital assets...
Tue 1:00 PM EDT
2022 Teleconference: Non-Tax Aspects of Business Succession Planning
Closely-held business equity presents unique challenges for an estate planner. In the vast majority of cases in which a family business is involved, it is by far the...
Tue 1:00 PM EDT
2022 Teleconference: What May be in Store When the IRS Knocks on Your Door
The federal government has overarching powers to collect tax debts that far surpass the collection mechanisms available to ordinary creditors. Knowing what these...
Tue 1:00 PM EST
2022 Teleconference: Best Designs for the Exercise of Discretion by a Trustee
The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core concept that Trustees...
Tue 1:00 PM EST
2022 Teleconference: Estate Planning Uses for Life Insurance
Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the...
Tue 1:00 PM EST
2021 Teleconference: Ethics Issues for Estate Planners Before the Engagement Begins
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an...
Tue 1:00 PM EST
2021 Teleconference: Dealing With a "Bad" Trustee
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the...
Tue 1:00 PM EDT
2021 Teleconference: Avoiding the Future Disruption of an Estate Plan
A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2021, be a mere...
Tue 1:00 PM EDT
2021 Teleconference: Directed Trusts: Risks and Liabilities
Directed trusts, largely unknown in the United States just a few decades ago, are becoming increasingly common. Many states have adopted statutes to establish a...
Tue 1:00 PM EDT
2021 Teleconference: Balancing Income Tax Planning and Estate Tax Planning
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country's political and economic...
Tue 1:00 PM EDT
2021 Teleconference: Estate Planning for the Disabled and Aging Population
Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service...
Tue 1:00 PM EDT
2021 Teleconference: No Good Deed Goes Unpunished (Ethics)
Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service...
Tue 1:00 PM EDT
2021 Teleconference: Trust Situs and Governing Law Considerations
There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one's point of view....
Tue 1:00 PM EDT
2021 Teleconference: Administration of Non-Standard Trust Investments
The bane of many a Trustee's existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that...
Tue 1:00 PM EDT
2021 Teleconference: The Uniform Trust Code Revisited
As of August 2020, in the 18 years since Kansas became the first state to enact the Uniform Trust Code, 33 more states, plus the District of Columbia, have enacted it....
Tue 1:00 PM EST
2021 Teleconference: Recent Developments in Valuation and Inclusion in the Gross Estate
Unrelated to the 2020 turmoil, the IRS and the judiciary have been exceptionally busy evaluating and ruling on matters of interest to estate planners and professionals...
Tue 1:00 PM EST
2021 Teleconference: The Impact of 2020 on Estate Planning
The year 2020 has been like no other in the memory of most of us. We have all been impacted in a significant way by the onslaught of COVID-19, the economic dislocation...
Tue 1:00 PM EST
2020 Teleconference: Conflicts of Interest Issues Facing Estate Planning Professionals
Sustained success in an estate planning practice requires that we have a high degree of sensitivity to those situations in which we could owe potentially conflicting...
Tue 1:00 PM EST
2020 Teleconference: Essential Asset Protection Planning
Asset protection planning is important to a broad range of clients. With aggressive creditors and volatile financial situations in which some clients find themselves...
Tue 1:00 PM EDT
2020 Teleconference: Contemporary Challenges in Trust Administration
Trust instruments contain provisions conferring investment and distribution discretion on the Trustee and defining the extent of that discretion. The Trustee...
Tue 1:00 PM EDT
2020 Teleconference: Moving the Needle With Your Clients’ Retirement Asset Planning
The disposition of retirement assets remains a very common concern among our clients. Rich, poor or in between, just about everyone needs guidance on preserving and...
Tue 1:00 PM EDT
2020 Teleconference: Picking Up the Pieces: Post-Divorce Planning
A typical divorce is a long, expensive and stressful ordeal. By the end of the process, a client will have little patience for complicated financial arrangements and...
Tue 1:00 PM EDT
2020 Teleconference: Maximizing Flexibility With Powers of Appointment
Powers of appointment should be near the top of our checklist when designing trust instruments. When used properly, they are often a great technique to inject...
Tue 1:00 PM EDT
2020 Teleconference: Ethics-Based Obligations in Specific Client Engagements
Estate planning professionals encounter a wide variety of complicated legal issues depending on the clients’ family dynamics, the value and nature of the clients’...
Tue 1:00 PM EDT
2020 Teleconference: The Relationship Among Trust Beneficiaries and Trustees, the IRS and the Courts
After the dust has settled, trust beneficiaries who may think they just won the lottery are often surprised to discover that their position in the trust relationship...
Tue 1:00 PM EDT
2020 Teleconference: Developing and Keeping Business for Estate Planning and Trust Professionals
Prospective clients often have misunderstandings about estate planning and trust administration services. Among the most common are that their wealth and family...
Tue 1:00 PM EDT
2020 Teleconference: Powers of Attorney: Not a Walk in the Park
Powers of attorney may be the most important estate planning documents for many of our clients. With more people today grappling with diminished capacity, the assets...
Tue 1:00 PM EST
2020 Teleconference: Mathematics and Economics of Estate Planning
With the looming sunset of many of the provisions enacted as part of the 2017 Tax Act, high net worth individuals and families should be considering sale, gift or loan...
Tue 1:00 PM EST
2020 Teleconference: Avoiding the Fiduciary Litigation Hurricane
With the ever-increasing proliferation of litigation initiated by beneficiaries, fiduciaries today (especially those assumed to have “deep pockets”) carry out their...
Tue 1:00 PM EST
2019 Teleconference: CLIENT OR NON-CLIENT?
Our ethics obligations can differ drastically based on the type of person with which we may interact. In estate planning, we will be presented with situations in which...
Tue 1:00 PM EST
2019 Teleconference: ESTATE PLANNING FOR PROFESSIONALS
When we are engaged by clients who are professionals, such as doctors, lawyers, teachers, architects, etc., there are often special estate planning issues that must be...
Tue 1:00 PM EDT
2019 Teleconference: UNMAKING MESSES
We sometimes hear of decedents who leave an estate plan that creates more problems than it solves. Under the laws of most states, various judicial and nonjudicial...
Tue 1:00 PM EDT
2019 Teleconference: CONTEMPORARY USES FOR LIFE INSURANCE IN ESTATE PLANNING
Despite an historically high deferral and estate tax basic exclusion amount, life insurance, even if required less often than in the past to provide cash to pay estate...
Tue 1:00 PM EDT
2019 Teleconference: PRACTICAL SOLUTIONS TO VEXING TRUST ADMINISTRATION DILEMMAS
The lawyer preparing a trust instrument, and the Trustee interpreting and implementing what the lawyer has written, must engage in a delicate balancing of the...
Tue 1:00 PM EDT
2019 Teleconference: YOUR MARITAL AGREEMENT TOOLBOX
Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client's planning for this possibility is sometimes nearly...
Tue 1:00 PM EDT
2019 Teleconference: ETHICS ISSUES IN A MODERN ESTATE PLANNING PRACTICE
Estate planners and those who administer estates and trusts frequently must adapt to changes in our practices, including evolving ethics concerns. We cannot be...
Tue 1:00 PM EDT
2019 Teleconference: NEW AND ENDURING PROBLEMS IN BUSINESS SUCCESSION PLANNING
usiness succession planning is vitally important to the long-term survival of a closely-held business. It requires focused consultation with the client (and often the...
Tue 1:00 PM EDT
2019 Teleconference: WHERE DOES YOUR TRUST LIVE?
There is a wide variety of trust laws and fiduciary income tax laws among the states and the District of Columbia. Given our mobile society, estate planning...
Tue 1:00 PM EDT
2019 Teleconference: IDENTIFYING LANDMINES AND MINIMIZING BATTLE SCARS IN CONFLICTS BETWEEN TRUSTEES AND BENEFICIARIES
The roles of beneficiary and Trustee by their nature engender tension. The Trustee has the beneficiary’s money (at least that’s how the beneficiary views it), and the...
Tue 1:00 PM EST
2019 Teleconference: THE MOVING TARGET: PLANNING FOR CLIENTS WITH NET WORTH OVER $11 MILLION
For clients with a net worth of over $11 million, estate planning is as complicated as ever and, in some cases, more so. For these clients, we must skillfully juggle...
Tue 1:00 PM EST
2019 Teleconference: THE NEW "MODERATELY WEALTHY”: PLANNING FOR CLIENTS WITH NET WORTH UNDER $11 MILLION
The 2017 Tax Act has shifted the focus of estate planning clients who used to be concerned about minimizing transfer taxes. Within the context of current law, clients...
Tue 1:00 PM EST
2018 Teleconference: Ensnared in an Ethics Trap: Navigating Conflicts of Interest
Sustained success in an estate planning and estate and trust administration practice requires that we have a high degree of sensitivity to those situations in which we...
Tue 1:00 PM EST
2018 Teleconference: Directed Trusts: Understanding the Risks and Avoiding Liability
Directed trusts are becoming more common. Many states have adopted specific statutes to address in detail the relationship between the Trustee of a directed trust and...
Tue 1:00 PM EDT
2018 Teleconference: Income Tax Considerations in Estate Planning and Estate and Trust Administration
The current tax environment requires particular focus on income tax issues that arise in drafting and planning as well as in trust and estate administration....
Tue 1:00 PM EDT
2018 Teleconference: Estate Planning and Administration Issues for the Elderly and Disabled
Representing elderly and disabled clients requires particular expertise regarding a host of complicated federal and state law issues. These potentially vulnerable...
Tue 1:00 PM EDT
2018 Teleconference: Retirement Asset Planning For Estate Planners: Compelling Practical Advice
Tax-favored retirement assets are among the most important assets of many of our clients. Our clients often look to us to advise them regarding how best to transmit...
Tue 1:00 PM EDT
2018 Teleconference: Management (and Mismanagement) of Trust Assets
The most sophisticated trust instrument imaginable cannot salvage or disguise poor management of trust assets. A Trustee must possess, or engage agents who possess,...
Tue 1:00 PM EDT
2018 Teleconference: Ethics Issues Facing Trusts and Estates Practitioners
Our representation of clients must always be within the ethics parameters imposed by applicable state law, the rules governing conduct within our various professions,...
Tue 1:00 PM EDT
2018 Teleconference: Engaging the Next Generation of Estate Planning Clients
We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new...
Tue 1:00 PM EDT
2018 Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability
To be successful consistently, a fiduciary must have the skills and temperament to navigate turbulent waters with a steady hand. Fiduciaries frequently face risks and...
Tue 1:00 PM EDT
2018 Teleconference: Charitable Giving: Seeking the Perfect Match Between Donor and Donee
Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the...
Tue 1:00 PM EST
2018 Teleconference: Modification and Termination of Trusts: A Double-Edged Sword
Evolving facts, circumstances and applicable laws over the course of trust administration may render inappropriate a trust that, when it was created, seemed to be a...
Tue 1:00 PM EST
2018 Teleconference: Designing Estate Plans to Withstand Challenges
Most estate plans are implemented without impediment. Depending, however, on the client’s age and virility, family dynamics, the nature and value of assets to be...
Tue 1:00 PM EST
2017 Teleconference: Trying Too Hard to Do Too Much: Ethics Traps For the Good Samaritan
Not all charges of breaches of professional ethics result from consciously attempting to cut corners, take advantage of a situation, extract excessive fees or treat...
Tue 1:00 PM EST
2017 Teleconference: Protecting Beneficiaries From Themselves and Others
The estate planning industry has largely evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today, many of our clients whose...
Tue 1:00 PM EDT
2017 Teleconference: Don't Overlook the Power of Powers
Among the most useful tools at an estate planner’s disposal is a power of appointment. There’s an almost infinite variety of powers of appointment, and they can be...
Tue 1:00 PM EDT
2017 Teleconference: Family Business Succession Planning: Now More Challenging Than Ever
A huge majority of American businesses are family-owned, yet only a distinct minority of these companies is successfully transitioned into the second generation, and...
Tue 1:00 PM EDT
2017 Teleconference: Estate Planning for the 99%
Largely as a result of the unlimited marital deduction, historically high (and still climbing) estate tax exemptions and portability, only a tiny fraction of Americans...
Tue 1:00 PM EDT
2017 Teleconference: Estate Planning for and Administration of Digital Assets
What’s your user name and password? If you had asked your parents that question, they would have had no idea what you were talking about. Today, most of us (and our...
Tue 1:00 PM EDT
2017 Teleconference: Malpractice in Estate Planning: Some Guidance on How to Avoid It
It goes without saying that an estate planning professional must provide competent services to the client. Confronted with an ever-changing legal and regulatory...
Tue 1:00 PM EDT
2017 Teleconference: The Junction of Excellent Estate Planning and Terrible Trust Administration
It is possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause...
Tue 1:00 PM EDT
2017 Teleconference: Designing and Administering Estate Plans to Minimize Income Tax
To the extent our estate planning clients care anymore about planning to reduce taxes to be borne by their survivors, it’s all about income tax. Specifically, it’s...
Tue 1:00 PM EDT
2017 Teleconference: Designing and Administering Trust Distribution Mechanisms
The ultimate purpose of all trusts is to provide financial benefits to those fortunate souls who are the beneficiaries. There is almost an infinite number of ways by...
Tue 1:00 PM EST
2017 Teleconference: Post-Mortem Tax Election Heaven
A fiduciary faces an intimidating multitude of tax elections – particularly in the context of handling a decedent’s estate or post-death revocable trust. It is...
Tue 1:00 PM EST
2017 Teleconference: Elephant in the Room: Disposition of Qualified Plans and IRAs
For many of our clients, their retirement nest eggs are some of the most valuable, if not the most valuable, assets they own. At the same time, arranging for the...
Tue 1:00 PM EST
Teleconference: Nation of Elders: Estate Planning for an Aging Population
The rapid growth in the number of Americans over age 65, and ever-increasing life expectancies, dramatically affect the estate planning industry. Clients and their...
Tue 1:00 PM EST
Teleconference: The Ongoing March of Breach of Duty Claims and How to Protect Against Them
The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this conflict has been exacerbated by...
Tue 1:00 PM EDT
Teleconference: Directed and Delegated Trusts – The Options Available and The Risks Involved
The slicing and dicing of trustee roles is becoming common. The concept of the trust protector or trust advisor, who has the power to direct certain actions by a...
Tue 1:00 PM EDT
Teleconference: “Super Creditor”! IRS Tools and Tactics to Collect an Unpaid Tax Liability
The federal government has special powers to collect debts owed to it that private creditors do not have. Knowledge of these powers is important not only when engaged...
Tue 1:00 PM EDT
Special Teleconference: Valuation Vendetta: 2704 Regs Seek to Dump Discounts
On Thursday, August 4, the IRS published proposed new regulations under Section 2704 of the Internal Revenue Code. These proposed regulations, if finalized in their...
Tue 1:00 PM EDT
Teleconference: Asset Protection Planning Without Going Offshore
Asset protection planning is important to an increasingly broad range of clients -- both for themselves as well as for their children. Creditors are generally more...
Tue 1:00 PM EDT
Teleconference: Liability Risks Arising From Holding Certain Assets in Trust
The extent of difficulty of a trustee's responsibilities largely rests on the nature of the trust assets. Depending on the type of trust and its objectives, for the...
Tue 1:00 PM EDT
Teleconference: Preserving the Integrity of the Estate Plan
As discussed briefly in one of last year's teleconferences, a provision in a trust instrument saying the trust is irrevocable may, today, be a mere minor impediment to...
Tue 1:00 PM EDT
Teleconference: The Sometimes Complicated World of Charitable Giving
Do our clients have charitable intent? Do they realize they have such intent? Do they have the funds or property available with which to fulfill their charitable...
Tue 1:00 PM EDT
Teleconference: Life Insurance Revisited
In an era of the unlimited marital deduction, portability and historically high estate tax exemptions and gift tax annual exclusion amounts, one might be tempted to...
Tue 1:00 PM EDT
Teleconference: Ethics Issues Arising in Estate Planning for Those in Different Family Contexts
We must have a high degree of sensitivity to the innumerable needs and concerns of clients regardless of their particular type of family or the position they may...
Tue 1:00 PM EST
Teleconference: Professionalism in Estate Planning
An estate planning professional must be adept at applying federal and state laws relating to property ownership and disposition, creation and administration of trusts...
Tue 1:00 PM EST
Teleconference: Estate Planning in 2016
The many estate planning techniques in our toolbox must be used selectively and custom-designed to meet the particular needs and circumstances arising in each unique...