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July 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
September 2018
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Event Date / Time Category
Estate Planning for Qualified Retirement August, 16 / 3:00 PM - 4:00 PM Multiple Categories
This webinar will review a number of important concepts, including the foundational tax concepts of estate planning for retirement accounts; the requirements for trusts to be designated beneficiaries; and RMDs.


2018 Tax Update: Tax Cuts and Jobs Act August, 2 / 11:30 AM - 1:30 PM Multiple Categories
This event will explore major changes enacted by the TCJA and discuss how these changes will impact various professional practices.


The Secondary Market for Life Insurance August, 15 / 12:00 PM - 1:00 PM Multiple Categories
This one-hour webinar will update attendees on planning opportunities for unneeded or unwanted life insurance policies.


Estate Planning Misfires of the Rich and August, 8 / 6:00 PM - 9:00 PM Estate Planning
Americans are generally fascinated by celebrities, whether alive or dead. Highly publicized battles regarding the families and estates of celebrities cast a bright spotlight on the importance of proper estate planning. This highly entertaining and informative program will identify the common factors that cause such disputes, and aid attorneys in avoiding family fights for their clients. An expert faculty will discuss the estates planning misfires of Jimi Hendrix, Kurt Cobain, Bill Davidson, James Gandolfini, Pablo Picasso and Charles Kuralt.


Growing Your Firm's Revenue Using the No August, 9 / 3:00 PM - 4:00 PM Multiple Categories
In this one-hour webinar, participants will learn planning techniques that can be used to increase your firm's revenue using Steve Oshin's Nongrantor Trust State Income Tax Chart.


Understanding and Completing Form 706 August, 10 / 3:00 PM - 4:30 PM Estate Planning
This webinar will review: changes to the IRS Form 706; provide guidance on how to navigate the form; provide the ins and outs of the portability rules, etc.


From the School of Hard Knocks: Thoughts August, 23 / 3:00 PM - 4:00 PM Multiple Categories
This program conducts an in-depth look at the initial planning client interview.


There Is No Other Hand: My Estate Planni August, 29 / 3:00 PM - 4:00 PM Multiple Categories
After a challenging, life changing client experience, Paul Hood recognized the importance of developing his own estate planning beliefs and philosophies which he will discuss in this exclusive LISI webinar.