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- Duration: 90 minutes
New Life Expectancy Rules for IRAs (Including Complex Post-Mortem Transitional Provisions Every Estate Planner Must Know!)
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Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them
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The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
- Speaker: Steven J. Oshins
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What CPA’s Should Know About Trust Instruments
- Speaker: Robert S. Keebler
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The Top 10 Year-End Practice-Building & Marketing Ideas of 2019
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9 Steps for Successfully Compensating & Incentivizing Associate Attorneys
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How to Set Up & Successfully Utilize Satellite Offices
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Estate and Trust Administration for CPAs and Financial Advisors
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Everything You Need to Know About Decanting an Irrevocable Trust – 2-Part Series
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