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Home Teleconferences

2023 Trust Decanting Update

$149.00
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How Sales to Grantor Trusts Can Benefit Your Clients in 2023

$149.00
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Best of the Best: The Very Best Tax Planning Ideas in 2023

$149.00
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Enhancing American Retirement Now: The EARN Act (AKA SECURE 2.0)

$149.00
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2022 Year-End Planning and 2023 Income Tax Planning

$149.00
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The Wild, Wild West of Estate Planning: Estate Planning for Unmarried Couples

$149.00
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The Joint Exempt Step-Up Trust: Wealth Protection and Income Tax Benefits for Non-Community Property State Clients

$149.00
(additional payment options available)
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Special Needs Trusts: Changes, Trends and Trustee Best Practices

$149.00
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New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act

$149.00
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Important Estate Planning Drafting Considerations for Blended Families

$149.00
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We are always looking to add new speakers and topics to our teleconference calendar.  If you are an estate planning professional that would like to be considered for a speaking opportunity with us, please send us your information below.  Let us know what topic you would like to speak on and any prior experience you may have speaking your professional peers.

 
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  • Home
  • Education
    • Instant Download Programs
    • Practice-Building Series
    • In-Person Events
    • About the Speakers
    • Industry Events
    • Books
    • White Papers
  • For Attorneys
    • The Ultimate Level™ (2-Day Event)
    • Practice-Building
    • Marketing
    • Coaching & Consulting
    • Legal & Technical
    • White Papers
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • White Papers
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • White Papers
    • Free Resources
  • FREE CONSULTATION