- Speaker: Philip J. Kavesh
- Date: Thursday, October 29, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 120 minutes
The Biden Estate Tax Cliff: What Every Advisor Needs to Know About Dynasty Trusts
- Speaker: Steven J. Oshins
- Duration: 90 minutes
Best of the Best: The Very Best Tax Planning Ideas in 2020
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Year-End Planning in 2020 Including Planning for a Biden Administration
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
Sales to Grantor Trusts – – 2020 Update
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
- Speaker: Steven J. Oshins
- Duration: 90 minutes
Understanding the Tax Basis Rules When Assets are Acquired by Gift or Inheritance
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The 30 Most Common Trusts: What You Need to Know
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Fixing Old “B” Trusts
- Speaker: Steven J. Oshins
- Duration: 60 minutes
Tactical and Strategic Roth Conversions in 2020
- Speaker: Robert S. Keebler
- Duration: 90 Minutes