Topics: Hot Topics and Current Developments in Estate Planning and Taxation; The Beneficiary Defective Inheritor’s Trust – Finessing the “Pipe Dream”; Digging For Dollars – Creative Planning Techniques to Fund Life Insurance Premiums; Estate Planning with Disregarded Entities; Super-charging Marital Deduction Planning – Advanced Planning Considerations; Beneficiary Controlled Trusts-Who Can be Trustees and Beneficiaries; Charitable Planning with IRD Assets; Designing More Flexible Life Insurance Trusts; Enhancing the Planning Value of GRATs, SCINs and IDITs; Estate and Tax Planning with Intentionally Defective Trusts; Generation-skipping Transfer Tax – The Law and Planning Opportunities; Integrating Wealth Transfer Strategies – Planning for Mid-tier Clients; Lifetime Testamentary and Charitable Planning; Making Sense of the Grantor Trust Rules – IRC Sections 671-679; Estate Planning for Distributions from Qualified Plans and IRAs; Asset Protection Planning with Domestic and Foreign Trusts; Tax and Estate Planning with Dynasty Trusts; The Conduit Retirement Plan Trust for Children and Single Beneficiary Trusts; Transferring Closely-Held Business Interests; Special Needs Trusts – What Estate Planners Need to Know; Fiduciary Liability & Responsibility – How to Stay Out of Trouble; Botched Trusts– Tax Disasters & Other Conundrums; What Every Practitioner Needs to Know About International Estate Planning; Tax Planning with Partnership and LLC Interests Held in Trust; Advanced Tax and Asset Protection Planning with Tax Qualified Assets; Super-Charging Estate and Asset Protection Planning with Grantor Trusts; Multi-Jurisdictional Estate Planning; Estate Planning for Non-Traditional Families; Estate and Tax Planning when the Marriage or Domestic Relationship Dissolves; Ten Best Advanced Wealth Planning Strategies; Selecting the Best Asset Protection Entities; Hot Topics and Current Developments with Life Insurance in Wealth Planning.

Topics: federal income taxes, federal transfer taxes, other tax issues, estate planning, asset protection planning, planning for divorce/second marriage, planning for same-sex couples, testamentary trusts, revocable trusts, lifetime irrevocable trusts, life insurance trusts, choosing fiduciaries, other topics

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Topics: federal income taxes, federal transfer taxes, generation skipping taxes, estate planning, current update on recent estate planning changes, trends in estate planning, planning for gifts, life insurance in estate planning, asset protection planning, valuation issues in estate planning, planning for divorce/second marriage, trusts & estates (see attachment for topics), using charitable trusts, planning for charitable transfers, private foundations, donor advised funds, supporting organizations, endowments, life insurance in charitable planning, family business succession planning, exit planning

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Topics: federal transfer taxes, international taxes, estate planning, trends in estate planning, life insurance in estate planning, asset protection planning, partnerships, LLCs and entity planning, planning for resident and non-resident aliens, planning for Americans living overseas, trusts (see attachment), using charitable trusts, private foundations, donor advised funds, supporting organizations, other topics

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Topics: business planning, estate planning, generation skipping, gift planning, life insurance, succession planning, trusts & estates

Topics: Crummey Trust Issues and Opportunities; The A-B-C-Ds of Estate Planning; Long-Term Care Insurance, an Essential Estate Conservation Tool; What Every Estate Planning Professional Should Know About Modern Life Insurance Policies; Estate Planning with Life Insurance; Effective Uses of Intentionally Defective Grantor Trusts; ILITs: “Crummey” and “Defective” Means…Fantastic

Topics: estate & distribution planning for retirement benefits, planning for retirement plans, IRAs & other employee benefits, qualified personal residence trusts, charitable giving with retirement benefits, other topics

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Topics: business planning, charitable, deferred compensation, employee benefits, estate planning, financial planning, generation skipping, gift planning, life insurance, partnerships, retirement plans, S-Corporations, succession planning trusts

Topics: federal income taxes, federal transfer taxes, valuation issues in estate planning, other estate planning topics, other topics

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Topics: fiduciary income tax, estate planning, Delaware trust advantages, charitable trusts

Topics: federal transfer taxes, other tax issues, current update on recent planning changes, planning for gifts, asset protection planning, partnerships, LLCs and entity planning, defective trusts, dynasty trusts, S Corporation trusts, family business succession planning

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Topics: financial planning, retirement planning, special needs, gerentology

Topics: federal income taxes, estate planning, planning for gifts, life insurance in estate planning, planning for retirement plans, IRAs and other employee benefits, testamentary trusts, revocable trusts, lifetime irrevocable trusts, life insurance trusts, defective trusts, charitable trusts, using charitable trusts, long term care, family business succession planning, exit planning, buy-sell agreements, other topics

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Topics: Coming soon.

Topics: federal transfer taxes, generation skipping taxes, life insurance in estate planning, life insurance trusts, defective trusts, life insurance in charitable planning, non-qualified deferred compensation, other topics

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Topics: international taxes, planning for resident and non-resident aliens, planning for Americans living overseas, other topics

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Topics: other topics - state and future; the overall US economy, state and future; US real estate economy

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Topics: Life Settlements 101: What Every Planner Needs To Know;
INSURABLE INTEREST: What Every Life Insurance Agent, Attorney, and CPA Needs To Know;
INVESTOR INITIATED LIFE INSURANCE: What It Is - How IT Works - And Pros and Cons;
WHAT'S HOT, WHAT'S NOT: Recent Cases, Rulings, Regulations involving Life;
7 WAYS TO PAY, 7 WAYS TO PLAY;
Family Limited Partnerships;
Private Annuities, Installment Sales, GRATs, and Other Things That Go Bump in the Night;
Dr. Rusty Scalpel: A Minicase With a Sharp Point;
Case study that teaches seminar presentation and case work-up system;
Life Insurance in Charitable Planning;
Tough Issues in Buy-Sell Planning;
Marketing An Estate Planning Practice;
Creative Uses of Life Insurance in Estate Planning;
An Overview of Charitable Remainder Trusts After TRA'97: Soup to Nuts;
Ask for What You Want! Questions to ask in Business Planning Interview;
Basic Estate Planning Concepts;
Valuing a Closely-Held Business;
Limited Liability Companies;
How to Review a Will: A Guide for the Non Attorney Professional;
How to Give a Speech;
The Psychology of Giving: Giant Steps Along the Philanthropic Journey;
Psychological Implications of Business Succession Planning (What Your Parents Never Told You!)

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Topics: psychology of planning, other topics

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Topics: speaking and writing to grow your estate planning practice, effective networking, working with other professionals, "Netweaving", other topics

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Topics: federal income taxes, federal transfer taxes, other tax issues, estate planning, planning for gifts, planning for retirement plans, IRAs & other employee benefits, valution issues in estate planning, partnerships, LLCs and entity planning, charitable trusts, planning for charitable transfers, private foundations, donor advised funds, supporting organizations, endowments, long term care, other elder law issues, family business succession planning, speaking and writing to grow your estate planning practice, effective networking, other topics

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Topics: federal transfer taxes, generation skipping taxes, current update on recent estate planning changes, trends in estate planning, life insurance in estate planning, asset protection planning, life insurance trusts, income tax planning for estates & trusts, other topics

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Topics: other tax issues, life insurance in estate planning, planning for retirement plans, IRAs and other employee benefits, other trusts & estates topics, other topics

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Topics: recent wealth transfer tax developments, income tax of trusts & estates, useful wealth transfer tax quirks, ethics for estate planners, premortem estate planning, charitable deduction "undo" planning, tax payment provisions and equitable apportionment, changing demographics in estate planning, marital deduction planning in times of uncertainty, how to disinherit a surviving spouse, developing non-tax issues for estate planners

Topics: federal transfer taxes, generation skipping taxes, estate planning, current update in recent estate planning changes, trends in estate planning, planning for gifts, state specific estate planning, life insurance in estate planning, planning for retirement plans, IRAs and other employee benefits, partnerships, LLCs and entity planning, planning for divorce/second marriage, planning for resident and non-resident aliens, trusts & estates (see attachment), using charitable trusts, planning for charitable transfers, life insurance in charitable planning, family business succession planning, buy-sell agreements, other topics

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Topics: business planning, charitable planning, deferred compensation, estate planning, life insurance planning, succession planning

Topics: tax planning - other topics, asset protection planning

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Topics: tax planning - other topics, asset protection planning, partnerships, LLCs and entity planning, revocab le trusts, S Corporation trusts, avoiding common mistakes in estates & trusts, working with other professionals, other topics

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Topics: tax planning (see attachment), estate planning (see attachment), trusts & estates (see attachment), charitable planning (see attachment), incapacity planning, business succession planning (see attachment), other topics

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Topics: charitable, estate planning, financial planning, generation skipping, succession planning, trusts & estates

Topics: valuation issues in estate planning, family business succession planning, exit planning, business succession planning - other topics, other topics

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Topics: estate planning - other topics, other topics

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Topics: federal transfer taxes, generation skipping taxes, estate planning, current update on recent estate planning changes, trents in estate planning, life insurance in estate planning, asset protection planning, the psychology of estate planning, planning for divorce/second marriage, trusts & estates (see attachment), working with other professionals, other topics

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