LISI Master Calendar      
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May 2018
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  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
July 2018
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Event Date / Time Category
Fundamentals of Estate Planning June, 5 / 9:00 AM - 4:30 PM Estate Planning
This program shows how the estate plan comes together through each step of the process from the initial client interview through execution.


Fixing a Broken Trust June, 21 / 12:00 PM - 3:30 PM Multiple Categories
Trusts can go bad for many reasons. This program will explain how the Uniform Trust Act can help fix trusts that are broken.


Hybrid Domestic Asset Protection Trust: June, 7 / 3:00 PM - 4:00 PM Asset Protection Planning
This program will illustrate many of the advanced hybrid DAPT strategies that can be used to handle most fact patterns. The presenter will cover the basics plus the advanced structural strategies that should be understood by all estate planners.


Expense Payments: What Do You Need to Kn June, 8 / 3:00 PM - 4:00 PM Multiple Categories
This presentation will discuss the ins and outs of making discretionary trust expense payments.


Anatomy of and LLC Operating Agreement: June, 14 / 3:00 PM - 4:30 PM Multiple Categories
In his exclusive LISI webinar, Paul Hood will review the anatomy of a well-designed LLC operating agreement, and will utilize an operating agreement that was drafted for a multigenerational family LLC.


Expatriation: U.S. Tax Planning Consider June, 15 / 11:00 AM - 12:00 PM Multiple Categories
In this webinar, the presenters will provide an overview of the income and transfer tax consequences of expatriating from the U.S. and will discuss some planning techniques that may be available to ameliorate otherwise harsh outcomes.


Asset Protection Opportunities You May N June, 21 / 3:00 PM - 4:30 PM Multiple Categories
During this exclusive LISI webinar, Alan Gassman will discuss a number of creditor protection strategies that or not commonly used or well understood. He will also offer tax planning opportunities and identify traps for the unwary.


What CPAs and Financial Planners Should June, 22 / 3:00 PM - 4:30 PM Estate Planning
This is a survey course of the intergenerational transfer of property--focusing on what the CPA should know about trusts and estates.


Asset Protection for Businesses & Their June, 28 / 3:00 PM - 4:30 PM Asset Protection Planning
This 90-minute webinar will give planners insights on how to help business and investment clients protect their business assets and what tax laws and strategies apply in decision making and design.


Split Dollar in the 21st Century June, 12 / 12:00 PM - 1:00 PM Multiple Categories
This webinar will help attendees understand split-dollar life insurance and its various planning opportunities.


Uses of Life Insurance in Charitable & E June, 19 / 12:00 PM - 1:00 PM Multiple Categories
This program will focus on the many uses of life insurance in charitable and estate planning.