Recently Held Teleconferences Available On-Demand
Browse On-Demand Library by Topic
Advanced-Level Estate Planning
Asset Protection Planning
Basic Estate Planning
Estate Tax Planning
Financial Planning
Income Tax Planning
IRA Planning
Life Insurance Planning
Practice-Building
Retirement Benefit Planning
Browse On-Demand Library by Speaker
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)
Martin M. Shenkman, J.D., CPA, MBA
Recently Held Teleconferences Available On-Demand
Estate Planning for Blended Families 3-Part Teleconference Series Session #2: Lifetime Estate Planning for Blended Families
Speakers: L. Paul Hood, Jr., J.D. & Emily Bouchard
Recorded on May 15, 2012
Estate Planning for Blended Families 3-Part Teleconference Series Session #1: Sorting Through the Key Issues of the Initial Consultation and Successfully Engaging the Married Couple with a Blended Family
Speakers: L. Paul Hood, Jr., J.D. & Emily Bouchard
Recorded on May 8, 2012
Asset Protection Other than Self-Settled Trusts: Overlooked Alternatives that Will Grab Your Clients' Attention
Speaker: Steve Oshins, Esq.
Recorded on May 3, 2012
Post-Mortem Estate Planning in 2012
Speaker: Martin M. Shenkman, J.D., CPA, MBA
Recorded on April 18, 2012
Convert Prospects with Old Trusts Into Clients!
Speaker: Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC, CA State Bar Certified Specialist
Recorded on April 11, 2012
On-Demand Library Sorted by Topic (from A-Z)
Advanced-Level Estate Planning
Advanced Estate Tax & Asset Protection Planning in 2012
Domestic Asset Protection Trusts: Combining It with a Double LLC for Maximum Creditor Protection
The Dynasty Trust: Use It Before the $5.12 Million Exemption is Gone
Grantor Retained Annuity Trusts: Significant Estate Tax Savings with Nearly ZERO Gift Tax Risk
ILITs, The ABC's of
Nevada Restricted LLCs: Using Nevada's Special Law to Obtain Larger Valuation Discounts than Any Other State Allows
Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them
SCIN-GRATs: Combining a Bet-to-Live Technique with a Bet-to-Die Technique to Hedge Mortality Risk
Tax Planning for Concentrated, Low-Basis Stock Positions
What's So Special About Special Needs Trusts?
Asset Protection Planning
Advanced Estate Tax & Asset Protection Planning in 2012
Asset Protection Other than Self-Settled Asset Protection Trusts: What Else to Do to Frustrate Creditors
The Dynasty Trust: Use It Before the $5.12 Million Exemption is Gone
Top 10 Asset Protection Mistakes Attorneys Make
Asset Protection Other than Self-Settled Trusts: Overlooked Alternatives that Will Grab Your Clints' Attention
Basic Estate Planning
Estate Planning for Blended Families 3-Part Teleconference Series Session #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 3-Part Teleconference Series Session #2: Lifetime Estate Planning for Blended Families
Post-Mortem Estate Planning in 2012
Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them
Running a Profitable Basic Estate Planning Practice in 2012
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
Estate Tax Planning
Advanced Estate Tax & Asset Protection Planning in 2012
The Dynasty Trust: Use It Before the $5.12 Million Exemption is Gone
Grantor Retained Annuity Trusts: Significant Estate Tax Savings with Nearly ZERO Gift Tax Risk
Nevada Restricted LLCs: Using Nevada's Special Law to Obtain Larger Valuation Discounts than Any Other State Allows
Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them
SCIN-GRATs: Combining a Bet-to-Live Technique with a Bet-to-Die Technique to Hedge Mortality Risk
Financial Planning
No programs at this time.
Income Tax Planning
How to Be a 1040 Diagnostician
How to Read a 1040 for Fun and Profit
Income Tax & Retirement Benefit Planning in 2012
IRA Planning
How Roth Conversions Work in 2012
Life Insurance Planning
The ABC's of ILITs
The 22 Overlooked Uses of Life Insurance (and ILITs)
Using High Cash Value Life Insurance as an Additional Asset Class
Practice-Building
Convert Prospects with Old Trusts Into Clients!
How to Get Paid a Fair Price for What You Do
Running a Profitable Basic Estate Planning Practice in 2012
Successful Initial Client Interview & Appointment Closing Tips
Successful Referral Relationships that Actually Work!
Retirement Benefit Planning
How Roth Conversions Work in 2012
Income Tax & Retirement Benefit Planning in 2012
Retirement Distribution Strategies to Help Retirement Assets Last a Lifetime
On-Demand Library 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
Bruce Givner, Esq.
No programs at this time.
L. Paul Hood, Jr., J.D.
Estate Planning for Blended Families 3-Part Teleconference Series Session #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 3-Part Teleconference Series Session #2: Lifetime Estate Planning for Blended Families
Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist
Convert Prospects with Old Trusts Into Clients!
How to Read a 1040 for Fun and Profit
Running a Profitable Basic Estate Planning Practice in 2012
Successful Initial Client Interview & Appointment Closing Tips
Successful Referral Relationships that Actually Work!
The 22 Overlooked Uses of Life Insurance (and ILITs)
Robert S. Keebler, CPA, MST, AEP (Distinguished)
How Roth Conversions Work in 2012
How to Be a 1040 Diagnostician
Income Tax & Retirement Benefit Planning in 2012
Retirement Distribution Strategies to Help Retirement Assets Last a Lifetime
Tax Planning for Concentrated, Low-Basis Stock Positions
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
Domestic Asset Protection Trusts: Combining It with a Double LLC for Maximum Creditor Protection
The Dynasty Trust: Use It Before the $5.12 Million Exemption is Gone
Grantor Retained Annuity Trusts: Significant Estate Tax Savings with Nearly ZERO Gift Tax Risk
ILITs, The ABC's of
Asset Protection Other than Self-Settled Asset Protection Trusts: What Else to Do to Frustrate Creditors
Nevada Restricted LLCs: Using Nevada's Special Law to Obtain Larger Valuation Discounts than Any Other State Allows
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
Using High Cash Value Life Insurance as an Additional Asset Class
Asset Protection Other than Self-Settled Trusts: Overlooked Alternatives that Will Grab Your Clints' Attention
Martin M. Shenkman, J.D., CPA, MBA
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 |