- Speaker: Robert S. Keebler
- Date: Thursday, November 21, 2019
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 Minutes
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
- Speaker: Steven J. Oshins
- Date: Tuesday, November 19, 2019
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
What CPA’s Should Know About Trust Instruments
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Estate and Trust Administration for CPAs and Financial Advisors
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Everything You Need to Know About Decanting an Irrevocable Trust – 2-Part Series
- Speaker: Robert S. Keebler, Steven J. Oshins
- Duration: 90 minutes
The 30 Most Common Trusts: What You Need to Know
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Understanding the Tax Basis Rules When Assets are Acquired by Gift or Inheritance
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Proper Post-Death Administration of IRA Beneficiary Trusts
- Speaker: Philip J. Kavesh
- Duration: 90 minutes
Fixing Old “B” Trusts
- Speaker: Steven J. Oshins
- Duration: 60 minutes
IRAs to Charity After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes