Avatar Avatar

Estate Planning Opportunities For 2019




Based on the planning ideas in Bob Keebler’s Top 40 Tax Planning Opportunities For 2019, Bob and Michael Geeraerts will review many of the great ideas in the book.  Clients are constantly asking for creative planning ideas and the ideas covered in the book and in this webinar will provide you with the planning ideas you need for your practice.  Join Bob and Michael in their exclusive LISI webinar on June 6 at 3pm ET where they will review some estate planning ideas.

Topics that will be covered in this webinar include:

    • Portability
    • Intra Family Loans
    • Grantor Retained Annuity Trusts
    • Family Limited Partnerships
    • Note Sales to Grantor Trusts, Including Using Self-Cancelling Installment Notes
    • Spousal Lifetime Access Trusts
    • Dynasty Trusts
    • Domestic Asset Protection Trusts
    • Trust Decanting
    • Trusts as IRA Beneficiaries
    • Trusts as S Corp Shareholders
    • Retirement Charitable Remainder Trust


    There will be no CE for this webinar


    For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

    Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here



Avatar

Paul Hood

June 2, 2020 3:00PM ET - 4:30PM ET ET

The Magic Carpet of Estate Planning: Cutting Edge Planning and Drafting with Powers of Appointment - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Alan Gassman Brandon Ketron Kevin Cameron

June 3, 2020 1:00PM ET - 3:00PM ET ET

Get Your PHD in PPP, Including an Important Update on What Congress is Doing

More Info
Avatar Avatar

Kevin Cameron and John Beck

June 3, 2020 5:00PM ET - 6:00 PM ET ET

An Independent Contractor and Sole Proprietor’s Guide to EIDL and PPP Loans, and More!

More Info
Avatar Avatar Avatar

Alan Gassman Brandon Ketron and John Beck

June 3, 2020 3:00PM ET - 4:30PM ET ET

The CARES ACT and More: What To Know and What to Do for Individuals, Businesses and Others - A Special Re-Broadcast

More Info
Avatar

Steve Gorin

June 04, 2020 3:00PM ET - 4:30PM ET

Mastering the Rules for Deducting Business Losses in a Post-Covid World: Overview of Income Tax Limitations - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

June 04, 2020 11:00 AM - 12:30 PM ET

How To Accurately Prepare the 709 Gift Tax Return
A Special Re-Broadcast

More Info
Avatar

Denise Appleby

June 04, 2020 1:00 PM - 2:30 PM ET

Appleby’s Guide to Avoiding the Top 10 IRA Distribution Mistakes

More Info
Avatar

Natalie Choate

June 05, 2020 11:00 AM ET - 12:30 PM ET

ESTATE PLANNING AND DRAFTING FOR RETIREMENT BENEFITS AFTER SECURE - A Special Re-Broadcast

More Info
Avatar

Steven L. Kriz, Esq. Melisa Seyhun, Esq., and Martin M. Shenkman, Esq.

June 5, 2020 3:00PM ET 4:30PM ET ET

LGBTQ: Estate, Financial and Legal Planning and Drafting

More Info
Avatar

Denise Appleby

June 12, 2020 1:00 PM - 2:30 PM ET ET

Appleby’s Top 10 Factor for Choosing Between a SEP IRA and a SIMPLE IRA

More Info
Avatar Avatar Avatar

Lawrence J. Rybka Chris Bottaro Michael Michlitsch

June 18, 2020 2:00PM ET - 3:30 PM ET ET

ALTERNATE ROUTES FOR ISSUING AND SERVICING LIFE INSURANCE POLICIES: How to use an insurance GPS for “rerouting” underwriting requirements, product limits and service issues in a COVID-19 restricted business environment

More Info
Avatar

Paul Hood

June 18, 2020 3:00PM ET - 4:30PM ET ET

Charitable Planning in 2020-Including the Charitable LLC!

More Info
Avatar

Martin Shenkman Eido Walny

July 24, 2020 3:00PM ET - 4:30PM ET ET

Martin Shenkman Eido Walny: Planning for Athletes

More Info