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April 2019
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  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
June 2019
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Event Date / Time Category
What Advisors Need to Know about Cost Se May, 3 / 3:00 PM - 4:30 PM Multiple Categories
Cost segregation is one of the most powerful but least understood techniques in the planner’s tool kit. In this 90-minute program, advisors will gain insight on how to effectively use this cost segregation in their practices.


How to Write a Will May, 23 / 8:30 AM - 4:30 PM Estate Planning
This program offers a unique hands-on experience for every attendee whether they are novice or seasoned estate practitioners.


Sales to IDGTs with Self-Canceling Insta May, 15 / 12:00 PM - 1:00 PM Estate Planning
This one-hour webinar will discuss estate planning with intentionally defective grantor trusts.


Unwinding Life Insurance Trusts (and the May, 21 / 12:00 PM - 1:00 PM Multiple Categories
This presentation will focus on the issues and decisions necessary for grantors and their fiduciary trustees to evaluate whether to fund and retain the life insurance—and the encapsulating trust – or to otherwise dispose of the trust and underlying life insurance.


Fear Factor: Protecting Assets by Gettin May, 24 / 3:00 PM - 4:30 PM Asset Protection Planning
In this webinar, you will: • Learn the value of discussing asset protection with your clients • Explore many of the asset protection strategies so you can explain them to clients • Learn how creditors think and how to make them settle for substantially less than the amount they are owed


Avoiding Estate and Trust Litigation and May, 2 / 3:00 PM - 4:00 PM Estate Planning
This 50 to 60 minute presentation will provide a number of innovative and easy to implement strategies that advisors can use to reduce the risk and impact of estate and trust disputes while providing trust language, client friendly charts and other valuable materials.


A New Qualifying Event: The In-Marriage May, 8 / 12:00 PM - 1:00 PM Multiple Categories
The utilization of Qualified Domestic Relations Orders (QDROs) as an estate planning or financial tool for married couples is a recent development starting to gain national attention. The strategy, known as the In-Marriage QDRO®, incorporates the ability of spouses to contract under state law with the enforcement mechanism of a QDRO under federal law. It has been used by estate planning attorneys in multiple states to delay required minimum distributions, fund Roth IRAs for previously unqualified parties, and Medicaid planning for long-term care needs. It has also been used by clients of financial planners to diversify 401(k) investments, fund self-directed IRAs, and obtain emergency liquidations without paying the 10 percent early withdrawal penalty.


Sales to Grantor Trusts May, 10 / 3:00 PM - 4:30 PM Multiple Categories
Sales to grantor trusts can be beneficial to your clients, if done correctly. This session will cover drafting and planning strategies to help advisors determine the best structure for their clients.


Time Sensitive Planning Needed Now: Bern May, 17 / 3:00 PM - 4:30 PM Estate Planning
Income and transfer tax planning for the wealthy is fluid due to the ever-shifting political climate. Learn about Senator Sanders's bill to reduce the exemption, increase rates, and place limitations on common planning techniques.


Issues in Income Shifting--What's Past I May, 16 / 2:30 PM - 4:30 PM Multiple Categories
This webinar will address income shifting issues, including grantor trusts; use of graduated tax brackets; family partnerships, below market loans, et al.


New 2019 Mathematices of Estate Planning May, 22 / 3:00 PM - 4:30 PM Multiple Categories
This webinar focuses on how the income tax is the new estate tax under the TCJA.