- Speaker: Robert S. Keebler
- Date: Wednesday, July 29, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 minutes
Fixing Old “B” Trusts
- Speaker: Steven J. Oshins
- Date: Thursday, July 23, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 60 minutes
Tactical and Strategic Roth Conversions in 2020
- Speaker: Robert S. Keebler
- Date: Thursday, July 16, 2020
- Time: 9:00 am PT (12:00 pm ET)
- Duration: 90 Minutes
What You Need to Know About IRAs Payable to Trusts Now Following the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Traps & Tricks of Drafting IRA Trusts & Beneficiary Forms After the SECURE Act
- Speaker: Edwin P. Morrow III, Philip J. Kavesh
- Duration: 90 minutes
Life Insurance and IRAs After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Strategic & Tactical Roth Conversions After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Everything You Need to Know About the 2020 Stimulus & Tax Bill
- Speaker: Robert S. Keebler
- Duration: 90 minutes
The Mathematics of Estate Planning for IRAs After the SECURE Act
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Asset Protection Other than DAPTs: Overlooked Alternatives That Will Grab Your Clients’ Attention!
- Speaker: Steven J. Oshins
- Duration: 60 minutes