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"Portability Under the Final Regulations: A 30-Minute Instant Briefing" with Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA"Everything You Need to Know About Decanting an Irrevocable Trust – 2-Part Series" with Steven J. Oshins, J.D, AEP (Distinguished) and Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA"Heckerling 2015 Nuggets" with Martin M. Shenkman, J.D., CPA, MBA"The Top Ten Estate Planning Ideas for 2015" with Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA and Steven J. Oshins, J.D., AEP (Distinguished)"The 22 Overlooked Uses of Life Insurance (and ILITs)" with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate LawNot Sure / None of These

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GET YOUR FREE GIFT!!! And enter to win our $250 gift card!

GET YOUR FREE GIFT!!!
And enter to win our $250 gift card!