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Event Date / Time Category
The Delaware Trust Option of Californians and Non-U.S. Individuals September, 17 / 3:00 PM - 4:30 PM Multiple Categories
This content-packed webinar will cover the following topics: • California income-tax planning for grantor and non-grantor trusts • The availability of perpetual trusts • The use of directed trusts by business owners and others • The stronger asset protection available through third-party and self-settled Delaware trusts • The utility of “quiet” trusts and the lifetime validation of trusts • Creating new trusts in and moving existing trusts to Delaware • Why Delaware is preferable to other “leading” trust jurisdictions


Three-Part International Estate Planning Series, Part 1 September, 11 / 3:00 PM - 4:30 PM Estate Planning
Planning for foreign persons with U.S. property, for U.S. and foreign persons with noncitizen spouses, as well as for the use of foreign trusts, differs greatly from most domestic estate planning concepts that advisors are comfortable with. Mark Merric’s exclusive 3-part LISI Webinar series will help you sharpen your international estate planning skills, help you learn how to quickly identify the issues, and allow you to develop new and modify existing estate plan designs for foreign clients as well as those that have non-citizen spouses.


FUZZY ON PHILANTHROPY? SOLVING REAL-LIFE CLIENT PROBLEMS WITH CHARITABLE GIFTS September, 15 / 12:00 PM - 1:00 PM Multiple Categories
During this session, you will learn: • The updated rules governing charitable contributions under the SECURE Act of 2019 and the CARES Act of 2020 • The function of different types of charitable tools, as well as their respective benefits and challenges • How to best match charitable tools to the problem that the client desires to solve


ADVANCED PRACTICE SYMPOSIUM: MEET THE FELDMANS CASE STUDY, Session 1 September, 16 / 2:00 PM - 3:00 PM Multiple Categories
NAIFA and the Society of Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts. Parts 2 and 2 are on September 23 and September 30.


ADVANCED PRACTICE SYMPOSIUM: MEET THE FELDMANS CASE STUDY, Session 1 September, 23 / 2:00 PM - 3:00 PM Multiple Categories
NAIFA and the Society of Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts. Session 3 will be held on September 30.


ILITs: Do We Still Need Them? September, 24 / 12:00 PM - 1:00 PM Estate Planning
This webinar will discuss ILITs, including considerations for keeping an ILIT, as well as methods for removing life insurance for the irrevocable trust.


Drafting Under the SECURE Act--Expanded and Updated with Scenarios & Sample Lang September, 25 / 3:00 PM - 4:30 PM Multiple Categories
In this exclusive LISI Webinar, the presenters provide background about planning options in light of July 2020 comments that ACTEC made about unresolved issues under the SECURE Act. Discussion of scenarios includes options for outright distributions, conduit trusts, accumulation trusts for one or more beneficiaries, and charitable remainder trusts.


Beware Indirect Gifts! Is Your Planning Creating Them September, 24 / 1:00 PM - 2:30 PM Estate Planning
The long arm of IRC Sec. 2511 has quite a reach, and sometimes it can reach into your client’s pocketbook. The IRS has successfully asserted an indirect gift in some seemingly innocuous situations.


New PPP Loans: Phase 4 Coronavirus Package--A First Look September, 18 / 1:00 PM - 2:30 PM Multiple Categories
Whether it’s called CARES 2, HEROS, or HEALs Congress is posed to strike a deal releasing trillions of dollars of economic relief into the economy next week. Negotiations are ongoing, however it appears the legislation will include another round of forgivable PPP loans for the most-impacted businesses and tax credits to encourage businesses to safely retain and rehire employees. Understanding these provisions as soon as possible will demonstrate your value to clients by helping them quickly capture much-needed relief dollars.


Year-End Planning in 2020: Including Planning for a Potential Biden Admin September, 9 / 3:00 PM - 4:30 PM Multiple Categories
This special rebroadcast will provide ideas, tips and tools to act before year-end to minimize your clients’ tax liabilities.


Basis Step-Up Strategies in Light of Portability and Tax Law Changes September, 10 / 1:00 PM - 2:30 PM Estate Planning
In his exclusive LISI Webinar, Steve Gorin will review a variety of basis step-up strategies, including tools to allow couples in common law states to get community property benefits, modifying irrevocable trusts to make them includible in the primary beneficiary’s, or selling assets from an irrevocable trust (income tax-free) to the grantor (the reverse of a sale to an irrevocable grantor trust).


Maximizing Paycheck Protection Program September, 29 / 12:00 PM - 1:00 PM Business Entities
This one-hour program will provide the most up-to-date information on the SBA's Paycheck Protection Program and will discuss the forgiveness process in depth.


Leading Tools and Techniques to Avoid State Income Tax on Non-Grantor Trusts aft September, 30 / 1:00 PM - 2:30 PM Multiple Categories
In their exclusive LISI Webinar, Ed Morrow Jonathan Blattmachr and Martin Shenkman review a number of the leading tools and techniques that advisors can use to avoid state income tax of non-grantor trusts, particularly in the aftermath of the Kaestner and Fielding decisions.