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August 2020
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  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
October 2020
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Year-End Planning in 2020: Including Planning for a Potential Biden Admin
3:00 PM - 4:30 PM
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Basis Step-Up Strategies in Light of Portability and Tax Law Changes
1:00 PM - 2:30 PM
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Three-Part International Estate Planning Series, Part 1
3:00 PM - 4:30 PM
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FUZZY ON PHILANTHROPY? SOLVING REAL-LIFE CLIENT PROBLEMS WITH CHARITABLE GIFTS
12:00 PM - 1:00 PM
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ADVANCED PRACTICE SYMPOSIUM: MEET THE FELDMANS CASE STUDY, Session 1
2:00 PM - 3:00 PM
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The Delaware Trust Option of Californians and Non-U.S. Individuals
3:00 PM - 4:30 PM
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New PPP Loans: Phase 4 Coronavirus Package--A First Look
1:00 PM - 2:30 PM
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ADVANCED PRACTICE SYMPOSIUM: MEET THE FELDMANS CASE STUDY, Session 1
2:00 PM - 3:00 PM
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ILITs: Do We Still Need Them?
12:00 PM - 1:00 PM
Beware Indirect Gifts! Is Your Planning Creating Them
1:00 PM - 2:30 PM
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Drafting Under the SECURE Act--Expanded and Updated with Scenarios & Sample Lang
3:00 PM - 4:30 PM
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Maximizing Paycheck Protection Program
12:00 PM - 1:00 PM
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Leading Tools and Techniques to Avoid State Income Tax on Non-Grantor Trusts aft
1:00 PM - 2:30 PM