Our On-Demand Library is a compilation of numerous educational teleconferences that we have previously held won an array of estate, financial and tax planning topics and were prepared and presented by some of the brightest and well-known professionals in the estate planning community.
When you purchase one of our On-Demand programs, you will have the option to immediately download the handout materials in a PDF format and the audio recording of the teleconference in MP3 format. From there, you will be able to listen to the audio recording from your computer and follow along with the program materials. You also have the option to be sent the handout materials and the audio CD(s) to listen to the program, if that is easier for you.
For your convenience, you can browse our On-Demand Library through one of the following three following ways:
Advanced-Level Estate Tax Planning
Asset Protection Planning
Basic Estate Planning
Financial & Insurance Planning
Income Tax Planning
IRA Planning
Marketing
Practice-Building
Retirement Benefit Planning
Thomas D. Begley, Jr., Esq.
Jan Copley, Esq.
Bruce Givner, Esq.
L. Paul Hood, Jr., J.D.
Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Robert S. Keebler, CPA, MST, AEP (Distinguished)
Marshal A. Oldman, Esq.
Steven J. Oshins, Esq., AEP (Distinguished)
Theodore J. Sarenski, CPA/PFS, CFP®
Martin M. Shenkman, J.D., CPA, MBA
Jeffrey Verdon, Esq.
If you have any questions about our On-Demand Library or if you are interested in purchasing over three programs and want to know more about how you can get a multiple program discount, contact us at 1-866-754-6477 or e-mail us.
Recently Held Teleconferences Now Available On-Demand
Below is a list of our available On-Demand programs that were recently held.
The New "OBIT" (Optimal Basis Increase Trust)
Speaker: Edwin Morrow, J.D., LL.M., MBA, CFP®, RFC®
Held on May 15, 2013
Duration: 90 minutes
The Little Known Secrets of Social Security
Speaker: Theodore J. Sarenski, CPA/PFS, CFP®
Held on April 17, 2013
Duration: 90 minutes
Understanding the 3.8% Health Care Surtax and Impact on Individuals, Trusts & Estates, and Business Entities
Speaker: Robert S. Keebler, CPA, MST, AEP
Held on April 10, 2013
Duration: 90 minutes
The NING Trust: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions
Speakers: William D. Lipkind, J.D., LL.M. (Tax) & Steven J. Oshins, J.D., AEP
Held on April 3, 2013
Duration: 60 minutes
The Ins and Outs of Correct Form 709 Prep
Speaker: Robert S. Keebler, CPA, MST, AEP
Held on April 2, 2013
Duration: 90 minutes
Asset Protection Other than Self-Settled Asset Protection Trusts: Overlooked Alternatives That Will Grab Your Clients’ Attention!
Speaker: Steven J. Oshins, Esq., AEP (Distinguished)
Held on March 20, 2013
Duration: 60 minutes
Sorted by Topic (from A-Z)
Below is a list of our available On-Demand programs sorted by topic.
Advanced-Level Estate Tax Planning
Advanced Estate Tax & Asset Protection Planning in 2012
Dynasty GRAT: Using a GRAT Remainder Sale to Create a Generation-Skipping GRAT, The
Dynasty Trust: Use It Before the $5.12 Million Exemption is Gone, The
Grantor Retained Annuity Trusts: Significant Estate Tax Savings with Nearly ZERO Gift
Ins and Outs of Form 709 Prep, The
Installment Sale to an Intentionally Defective Grantor Trust, The
Nevada Restricted LLCs: Using Nevada's Special Law to Obtain Larger Valuation Discounts than Any Other State Allows
The New "OBIT" (Optimal Basis Increase Trust)
Ranking the Dynasty Trust Jurisdictions: Which States are Best?
SCIN-GRATs: Combining a Bet-to-Live Technique with a Bet-to-Die Technique to Hedge Mortality Risk
Latest Time Critical Issues Regarding Form 706 and Portability
TCLATs: Beyond the Basics
Asset Protection Planning
Asset Protection Other than Self-Settled Trusts: Overlooked Alternatives that Will Grab Your Clients' Attention
Domestic Asset Protection Trusts: Combining It with a Double LLC for Maximum Creditor Protection
Hybrid Domestic Asset Protection Trust: A Third-Party Trust That Can Turn Into a Self-Settled Trust, The
Top 10 Asset Protection Mistakes Attorneys Make
Basic Estate Planning
10 Things to Remember About Buy-Sell Agreements
22 Overlooked Uses of Life Insurance (and ILITs), The
Burning Issues that Impact Business Appraisers, The
Capital Gains Bypass Trust, The
Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know
Estate Planning for Blended Families Series (Part 1): Sorting Through the Key Issues of the Initial Consultation and Successfully Engaging the Married Couple with a Blended Family
Estate Planning for Blended Families Series (Part 2): Lifetime Estate Planning for Blended Families
Estate Planning for Blended Families Series (Part 3): Testamentary Planning & Administration for Blended Families
Everything You Need to Know About Business Succession Planning
Everything You Need to Know About the HYCET Trust
Fine Art of Designing Estate Planning, The
Gift Tax Returns: Traps and Tips for Practitioners Heading Into Filing Season
How to Successfully Hire, Train, Manage, and Keep Associate Attorneys
ILITs, The ABC's of
Latest Time Critical Issues Regarding Form 706 and Portability
New Revocable Irrevocable Trust, The
Passing the Family Business: Choice of Estate Planning Technique
Post-Election Analysis - - A Tax Planning Guide to Surviving 2012, 2013 & Beyond
Post-Mortem Estate Planning in 2012
Proper Post-Death Administration of IRA Beneficiary Trusts
Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them
Running a Profitable Basic Estate Planning Practice in 2012
Successful Initial Client Interview & Appointment Closing Tips
Top 10 Hottest Estate Planning Ideas for 2013, The
Traps & Tricks of Drafting IRA Beneficiary Trusts, The
Trust Litigation Series (Part 1): Avoiding the Critical Malpractice Issues
Trust Litigation Series (Part 2): Proper Defense of the Trustee
Trust Litigation Series (Part 3): How to Handle Family Disputes
What's So Special About Special Needs Trusts?
Financial & Insurance Planning
22 Overlooked Uses of Life Insurance (and ILITs), The
How to Read a 1040 for Fun and Profit
ILITs, The ABC's of
Investment Planning After the New Tax Law
Using High Cash Value Life Insurance as an Additional Asset Class
Income Tax Planning
2012 Tax Planning with Rate Increases on the Horizon
3.8% Health Care Surtax and Its Impact on Trusts and Estates, The
3.8% Health Care Surtax and Its Impact on Individuals, The
Fiscal Cliff Legislation and What it Means for your Clients
How to be a 1040 Diagnostician
How to Read a 1040 for Fun and Profit
Income Tax Planning for Executives
Income Tax & Retirement Benefit Planning in 2012
Post-Election Analysis - - A Tax Planning Guide to Surviving 2012, 2013 & Beyond
Tax Planning for Concentrated, Low-Basis Stock Positions
Taxation of Entities
Taxation of Trusts and Estates
Taxation of Trusts and Estates After the New Tax Law
Understanding the 3.8% Health Care Surtax and Its Impact on Individuals, Trusts & Estates and Business Entities
IRA Planning
How Roth Conversions Work in 2012
How to Market and Sell More IRA Beneficiary Trusts
Last-Minute Roth Conversion Planning for 2012
Proper Post-Death Administration of IRA Beneficiary Trusts
Traps & Tricks of Drafting IRA Beneficiary Trusts, The
Marketing
Convert Prospects with Old Trusts Into Clients!
Get More Estate Planning Attorneys to Refer Qualified, Motivated, and Pre-Closed Clients to You (for Financial Advisors)
How to Get Paid a Fair Price for What You Do
How to Market and Sell More IRA Beneficiary Trusts
Running a Profitable Basic Estate Planning Practice in 2012
Successful Referral Relationships that Actually Work! (for Estate Planning Attorneys)
Practice-Building
Convert Prospects with Old Trusts Into Clients!
Get More Estate Planning Attorneys to Refer Qualified, Motivated, and Pre-Closed Clients to You (for Financial Advisors)
How to Get Paid a Fair Price for What You Do
How to Hire (and Train) Support Staff for a Successful Law Practice
How to Market and Sell More IRA Beneficiary Trusts
How to Sell Your Practice for a Tidy Sum
How to Successfully Hire, Train, Manage, and Keep Associate Attorneys
Successful Initial Client Interview & Appointment Closing Tips
Successful Referral Relationships that Actually Work! (for Estate Planning Attorneys)
Retirement Benefit Planning
How to Market and Sell More IRA Beneficiary Trusts
The Little Known Secrets of Social Security
Proper Post-Death Administration of IRA Beneficiary Trusts
Retirement Distribution Strategies to Help Retirement Assets Last a Lifetime
Traps & Tricks of Drafting IRA Beneficiary Trusts, The
Sorted by Speaker
Below is a list of our available On-Demand programs sorted by speaker.
Thomas D. Begley, Jr., Esq.
What's So Special About Special Needs Trusts?
Jan Copley, Esq.
How to Get Paid a Fair Price for What You Do
How to Hire (and Train) Support Staff for a Successful Law Practice
How to Sell Your Practice for a Tidy Sum
Bruce Givner, Esq.
Everything You Need to Know About Business Succession Planning
New Revocable Irrevocable Trust, The
L. Paul Hood, Jr., J.D.
10 Things to Remember About Buy-Sell Agreements
Burning Issues that Impact Business Appraisers, The
Estate Planning for Blended Families Series (Part 1): Sorting Through the Key Issues of the Initial Consultation and Successfully Engaging the Married Couple with a Blended Family
Estate Planning for Blended Families Series (Part 2): Lifetime Estate Planning for Blended Families
Estate Planning for Blended Families Series (Part 3): Testamentary Planning & Administration for Blended Families
Fine Art of Designing Estate Planning, The
TCLATs: Beyond the Basics
Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
22 Overlooked Uses of Life Insurance (and ILITs), The
Capital Gains Bypass Trust, The
Convert Prospects with Old Trusts Into Clients!
Get More Estate Planning Attorneys to Refer Qualified, Motivated, and Pre-Closed Clients to You
How to Market and Sell More IRA Beneficiary Trusts
How to Read a 1040 for Fun and Profit
How to Successfully Hire, Train, Manage, and Keep Associate Attorneys
New Revocable Irrevocable Trust, The
Proper Post-Death Administration of IRA Beneficiary Trusts
Running a Profitable Basic Estate Planning Practice in 2012
Successful Initial Client Interview & Appointment Closing Tips
Successful Referral Relationships that Actually Work!
Traps & Tricks of Drafting IRA Beneficiary Trusts, The
Robert S. Keebler, CPA, MST, AEP (Distinguished)
2012 Tax Planning with Rate Increases on the Horizon
3.8% Health Care Surtax and Its Impact on Trusts and Estates, The
3.8% Health Care Surtax and Its Impact on Individuals, The
Fiscal Cliff Legislation and What it Means for your Clients
How to be a 1040 Diagnostician
How Roth Conversions Work in 2012
Income Tax Planning for Executives
Income Tax & Retirement Benefit Planning in 2012
Ins and Outs of Form 709 Prep, The
Investment Planning After the New Tax Law
Last-Minute Roth Conversion Planning for 2012
Latest Time Critical Issues Regarding Form 706 and Portability
Post-Election Analysis - - A Tax Planning Guide to Surviving 2012, 2013 & Beyond
Retirement Distribution Strategies to Help Retirement Assets Last a Lifetime
Tax Planning for Concentrated, Low-Basis Stock Positions
Taxation of Entities
Taxation of Trusts and Estates
Taxation of Trusts and Estates After the New Tax Law
Top 10 Hottest Estate Planning Ideas for 2013, The
Understanding the 3.8% Health Care Surtax and Its Impact on Individuals, Trusts & Estates and Business Entities
Marshal A. Oldman, Esq.
Trust Litigation Series (Part 1): Avoiding the Critical Malpractice Issues
Trust Litigation Series (Part 2): Proper Defense of the Trustee
Trust Litigation Series (Part 3): How to Handle Family Disputes
Steven J. Oshins, Esq., AEP (Distinguished)
Advanced Estate Tax & Asset Protection Planning in 2012
Asset Protection Other than Self-Settled Asset Protection Trusts: Overlooked Alternatives That Will Grab Your Clients’ Attention!
Domestic Asset Protection Trusts: Combining It with a Double LLC for Maximum Creditor Protection
Dynasty GRAT: Using a GRAT Remainder Sale to Create a Generation-Skipping GRAT, The
Dynasty Trust: Use It Before the $5.12 Million Exemption is Gone, The
Grantor Retained Annuity Trusts: Significant Estate Tax Savings with Nearly ZERO Gift Tax Risk
Hybrid Domestic Asset Protection Trust: A Third-Party Trust That Can Turn Into a Self-Settled Trust, The
ILITs, The ABC's of
Installment Sale to an Intentionally Defective Grantor Trust, The
Nevada Restricted LLCs: Using Nevada's Special Law to Obtain Larger Valuation Discounts than Any Other State Allows
Passing the Family Business: Choice of Estate Planning Technique
Ranking the Dynasty Trust Jurisdictions: Which States are Best?
SCIN-GRATs: Combining a Bet-to-Live Technique with a Bet-to-Die Technique to Hedge Mortality Risk
Top 10 Asset Protection Mistakes Attorneys Make
Top 10 Hottest Estate Planning Ideas for 2013, The
Using High Cash Value Life Insurance as an Additional Asset Class
Theodore J. Sarenski, CPA/PFS, CFP®
The Little Known Secrets of Social Security
Martin M. Shenkman, J.D., CPA, MBA
Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know
Gift Tax Returns: Traps and Tips for Practitioners Heading Into Filing Season
Post-Mortem Estate Planning in 2012
Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them
Jeffrey Verdon, Esq.
Everything You Need to Know About the HYCET Trust
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