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May 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
July 2019
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Event Date / Time Category
How to Handle Small & Insolvent Estates June, 27 / 9:00 AM - 12:30 PM Multiple Categories
Lean how to evaluate a case to learn if you need to open an estate whether it is safe to simply walk away from decedent's creditors.


How to Draft a Will June, 7 / 8:30 AM - 4:30 PM Estate Planning
This program offers a unique "hands-on" experience for every attendee whether they are a novice or seasoned professional providing step-by-step guidance through key clauses, trust documents, and other estate planning documents.


Advanced Issues in Social Security Disab June, 13 / 9:00 AM - 4:00 PM Multiple Categories
This practical program will share best practices and new changes in the world of Social Security disability.


Cyber Liability: Preventing, Responding, June, 26 / 12:00 PM - 4:30 PM Multiple Categories
This program explores how to develop a cybersecurity program for your firm and for your clients.


2019 Dynasty Trust Update for Attorneys, June, 28 / 3:00 PM - 4:30 PM Asset Protection Planning
Join nationally-known estate planning and asset protection attorney, Steve Oshins, as he explains why dynasty trusts continue to be a valuable planning technique.


The Power of Cash Flow Planning June, 25 / 12:00 PM - 1:00 PM Multiple Categories
Attendees of this event will learn how to help their clients find more money for their short- and long-term financial goals. It will aid them in creating Spending Plans for those clients, achieving the balance between building a stronger financial foundation and enjoying the journey. They will learn how to teach their clients to become more purposeful in their spending, increasing their quality of life along the way.


Income Planning for the Small-Business O June, 18 / 12:00 PM - 1:00 PM Multiple Categories
Over 21,000 business owners have frozen their defined-benefit pension plan in the United States, affecting over 23 million American workers. Worse yet, most small-business owners don’t feel they have saved enough for their own retirement. Some entrepreneurs plan to use the value of their business to fund their income for the rest of their life. There are risks for both the employee and employer when it comes to retirement income planning. The ability to control income and taxation while eliminating the credit risk of the buyer make negotiating the business sale more difficult. Attend this webinar for an enlightening discussion of how to eliminate one of small business’ larger liabilities and plan for the business owner’s retirement income strategy.


New Second Set of Proposed Regulations S June, 14 / 1:00 PM - 2:30 PM Multiple Categories
In this exclusive LISI Webinar, Jim Weller will discuss IRC §1400Z and the second set of proposed regulations that were recently sent to the Office of the Federal Register for publication.


Tax Aspects of Decanting - A 2019 Update June, 14 / 3:00 PM - 4:00 PM Multiple Categories
This fast-paced course will cover some of the critical income tax, gift and estate tax, and GST tax issues related to decanting.


Income Tax Planning Opportunities For 20 June, 21 / 3:00 PM - 4:30 PM Multiple Categories
Clients are constantly asking for creative planning ideas and the ideas covered in this webinar will provide you with the planning ideas you need for your practice.