Special Bundle of 6 Webinars:
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue? This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices.
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue? This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices.
Class One: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Prelude with Bob Keebler
Recording and Slides are Available Here.
Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?
This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:
· Class One - Prelude with Bob Keebler Thursday May 3rd 3:00-4:30pm ET
Now that we know what’s in the tax bill, it’s critically important that advisors get quickly up to speed on how their best clients will be impacted. Specifically, Bob will cover: the new tax rates and brackets, overhaul of common deductions, new limitations on excess business loses and business interest expense, and the new deduction for qualified business income."
There will be no CE for this webinar
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Class Two: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::
Steve Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice
Recording and Slides are Available Here.
Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?
This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:
· Class Two: Steve Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice
90 Minute Class, plus QA, includes an asset protection PowerPoint for use with clients and advisors. The increased estate tax exemption has shifted many of our practices away from a focus on sophisticated estate tax planning. Two of the most lucrative and rewarding areas of practice that will continue to see a substantial increase in attention are asset protection planning and planning to reduce state income taxes, especially now that there is a $10,000 annual cap on deductibility against federal income taxes. In fact, these are now necessary areas not only for attorneys, but also for accountants, trust officers, life insurance agents and other financial advisors. This webinar will help advisors know how to help their clients in these important areas of practice.
There will be no CE for this webinar
Class Three: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Recording and Slides are Available Here.
Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?
This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:
· Class Three: Bob Keebler Thursday May 11th 1pm-2:30pm ET - What the Lawyer Should Know About Lifetime and “Death-Time” Planning for IRAs
Retirement planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with these tax-preferenced accounts. This session will cover the critical tax aspects of lifetime and post-mortem planning including: foundational concepts, the RMD regulations, rollover issues, Roth planning, and how life insurance can be helpful.
There will be no CE for this webinar
Class Four: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::
Martin Shenkman Wednesday May 16th - Advanced Income Tax Ideas, Decanting, Reformations, Fiduciary Income Tax Strategies that Work and Action Steps to Move Forward
Recording and Slides are Available Here.
Class Four: Marty Shenkman - Advanced Planning Ideas
In his idea-packed webinar, Marty will cover the following topics:
- What to advice clients on existing trusts (Decanting, protector actions and more);
- Creating a cohesive plan of grantor and non-grantor trusts to address a range of issues;
- Addressing aging and longevity issues (revocable trusts, protectors, institutional trustees;
- Practice planning tips to efficiently and profitably handle the myriad of trust techniques necessary in the current environment;
- Sample practice tools to use, including schematics to explain trust options to clients and glossary of trust terms to assist clients make decisions.
There will be no CE for this webinar
- What to advice clients on existing trusts (Decanting, protector actions and more);
- Creating a cohesive plan of grantor and non-grantor trusts to address a range of issues;
- Addressing aging and longevity issues (revocable trusts, protectors, institutional trustees;
- Practice planning tips to efficiently and profitably handle the myriad of trust techniques necessary in the current environment;
- Sample practice tools to use, including schematics to explain trust options to clients and glossary of trust terms to assist clients make decisions.
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Class Five: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Steve Leimberg and Bob Keebler - Marketing Your Practice in a Brave New World
Recording and Slides are Available Here.
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?
This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:
Battling more competition than ever before? Worried potential clients are thinking they don’t need to plan because of a perception that the 2017 Tax Cuts and Jobs Act killed the federal estate tax? In our Bootcamp Webinar, The Six Magic Steps of Power Marketing, Steve and Bob will share concepts and strategies you need to survive and flourish in the coming years. Loaded with creative and innovative ideas, this class will provide mind-stretching profit expanding insights such as their:
- “Positive Differentiation” Theorem,
- “Leimberg Leveraging”,
- The “Firestorm Technique”,
- The “Silence of the Lambs” Principal, The “Lexus” Technique,
- The “Nikon” Concept, “Mini-Marketing System, and
- The “Pepperoni Bread Principle.
This could be the single most financially productive professional life changing webinar you’ve ever attended.
There will be no CE for this webinar
Life Insurance Industry’s Biggest Problem now that there are Fewer Life Insurance Trusts: The Creditor Tsunami
Recording and Slides are Available Here.
In the 1990s, it seemed that nearly every client needed an Irrevocable Life Insurance Trust (ILIT) to keep the life insurance death benefit out of their taxable estate given the low estate tax exemption. Fast forward to 2018 and roughly 99.9% have no federal estate tax and therefore we’re seeing very few ILITs. But what about creditor protection? Do we really want our clients’ creditors (who really, really, really hate them!) to take their life insurance policies after getting a judgment? Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to attend this very important webinar. In total, you will have 90 minutes of exciting, informative discussion. Join nationally-known estate planning attorney Steve Oshins as he describes this life insurance creditor tsunami and how to use various asset protection techniques in place of ILITs to protect the life insurance policies from creditors.
There will be no CE for this webinar
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Steve Oshins and Bob Keebler
September 18, 2019 3:00 PM EDT - 4:30 PM ET
Trust Situs After Kaestner and the TCJA: Saving State Income Taxes using Non-Grantor Trusts : A Special Re-Broadcast
More Info
Bob Keebler
September 19, 2019 1:00 PM EDT - 2:30 PM EDT ET
Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks - A Special Re-Broadcast
More Info
Kenneth J. Crotty
September 19, 2019 3:00 PM EDT - 4:30 PM ET
Avoiding Disaster on Highway 709, How to Complete Form 709 Correctly to Maximize the Benefits for Your Clients
More Info
Jerry Hesch
September 20, 2019 3:00 PM EDT - 4:00 PM ET
Jerry Hesch's Guide to What You Must Know Regardless of Whether You Attend the 2019 Notre Dame Institute : A Special Re-Broadcast
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Michael Geeraerts
September 20, 2019 1:00 PM EDT - 2:30 PM ET ET
ILIT Trustees Have More Responsibility Than They Realize: How Trustees & Their Advisors Can Avoid Liability
More Info
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Steve Gorin & Curtis Kimball
September 26, 2019 3:00 PM EDT - 4:30 PM ET
Understanding "Tax-Affecting" and Other Critical Valuation Issues Impacting Pass-Through Entities after Estate of Aaron Jones v Commissioner
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Steve Oshins
September 27, 2019 12:00 PM EDT - 1:30 PM ET
The Dual Hybrid DAPT: More Flexibility when Both Spouses Want Protection from Creditors
More Info
Steve Gorin
September 27, 2019 3:00 PM EDT - 4:30 PM ET
Steve Gorin’s "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)
More Info
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Alan Gassman and Ken Crotty
October 3, 2019 3:00 PM EDT - 4:30 PM ET
Estate Tax Planning with Family Entities After Powell and Strangi
More Info
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Bob Keebler and Michael Geeraerts
October 4, 2019 1:00 PM EDT - 2:30 PM ET ET
Life Insurance Planning Techniques That Work Well in a Low Interest Rate Environment
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Joe Elsasser
October 10, 2019 3:00 PM 4:30 PM EDT ET
10 Weird Social Security Rules/Practices
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Steve Gorin
October 31, 2019 3:00 PM EDT - 4:30 PM ET
Steve Gorin’s "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate
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Steve Gorin
December 5, 2019 3:00 PM EDT - 4:30 PM ET
Steve Gorin’s "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities
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Steve Gorin
January 9, 2020 3:00 PM EDT - 4:30 PM ET
Steve Gorin’s "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity
More Info