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Bob Keebler

April 24, 2018 3:00 PM EDT - 4:30 PM EDT ET

Estate Administration for IRAs

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Ed Morrow

April 25, 2018 3:00 PM EDT - 4:00 PM EDT ET

INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) – Not Just for State Income Tax Avoidance: How Tax Reform Makes “INGs” and “SLANTs” Even More Powerful

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Frank Cordero

April 26, 2018 1:00 PM ET - 2:00 PM ET ET

Title Section 1202's Impact on the Important Choice of Entity Factors Advisors Need To Consider in a 21% Corporate Rate Environment

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Ed Morrow and Marty Shenkman

April 26, 2018 3:00 PM EDT - 4:00 PM EDT ET

Non-Grantor Trusts (including INGs and SLANTs): Avoiding State Income Tax, Including New York City and State, and Avoiding "Source Income"

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Cynthia D.M. Brown

April 27, 2018 3:00 PM EDT - 4:00 PM EDT ET

Discretionary Distribution Standards: Balancing Duty and Need

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Jonathan Gopman

May 1, 2018 2:00 PM EDT - ET

Expatriation Planning & Citizenship by Investment

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Bob Keebler

May 2, 2018 3:00 PM EDT - ET

Understanding Section 199A – Creating a Solid Foundation

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Bob Keebler

May 3, 2018 3:00 PM EDT - 4:30 PM EDT ET

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

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Steve Oshins and Bob Keebler

May 4, 2018 ET

Advanced Section 199A with Trusts and Estates

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Steve Oshins

May 9, 2018 3:00 PM EDT - 4:30 PM EDT ET

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

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Bob Keebler

May 11, 2018 1:00 PM ET 2:30 PM ET ET

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

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Paul Hood

May 11, 2018 3:00 PM EDT 4:00 PM EDT ET

Common Errors in Business Valuation Reports: What Advisors Need To Look For

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Martin Shenkman

May 16, 2018 ET

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

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Bob Keebler

May 16, 2018 1:00 PM EDT - ET

Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709

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Cynthia D.M. Brown and Todd A. Flubacher

May 18, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Directed Trust Model

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Steve Leimberg and Bob Keebler

May 24, 2018 3:00 PM EDT - 4:30 PM EDT ET

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

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Larry Brody

May 31, 2018 3:00 PM EDT - 4:00 PM EDT ET

Private Part 1: Premium Funding: What To Do With Pre-Final Regulation Split Dollar Arrangements

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Cynthia D.M. Brown

June 8, 2018 3:00 PM EDT - 4:00 PM EDT ET

Expense Payments: What do you Need to Know Before You Pay?

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Larry Brody

June 14, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 2:Private Premium Funding: Commonly Used Post-Final Regulation Economic Benefit Regime Techniques

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Alan Gassman

June 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection Opportunities You May Not Know Abo

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Larry Brody

June 22, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 3:Private Premium Funding: Commonly Used Post-Final Regulation Loan Regime Techniques

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Alan Gassman

June 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection for Businesses and Their Owners

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Steve Oshins

July 07, 2018 3:00 PM EDT - 4:30 PM EDT ET

Hybrid Domestic Asset Protection Trust: The Advanced Class

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