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Alan Gassman

November 22, 2019 3:00 PM EDT 4:30 PM ET ET

Planning With APT's After Resnin and Cleopatra, and Other Planning Opportunities and Developments--Let My Assets Go!

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Bob Keebler and Michael Geeraerts

December 5, 2019 1:00 PM EDT - 2:30 PM ET ET

Legal Structure and Issues

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode One of A Three Part Series

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Click here for the Complete 3 Part Series for the Price of Two

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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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Paul Hood

December 5, 2019 1:00 PM EDT 2:30 PM ET

Modern Basis Planning: Dude, Where’s My Basis?

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Bob Keebler and Michael Geeraerts

December 6, 2019 1:00 PM EDT - 2:30 PM ET ET

Tax Differences Between Entities

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Two of A Three Part Series

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Click here for the Complete 3 Part Series for the Price of Two

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Bob Keebler and Michael Geeraerts

December 12, 2019 1:00 PM EDT - 2:30 PM ET ET

If You Don’t Understand the New and Very Broad Life Insurance Transfer for Value Rules, You and Your Clients Could Be In Store for Some Serious Pain

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Michael Fontanini and Jay Judas

December 13, 2019 3:00 PM ET - 4:15 PM ET ET

Three Flexible Trust-Funding Strategies Providing Indirect Future Access

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Bob Keebler and Michael Geeraerts

December 19, 2019 1:00 PM EDT - 2:30 PM ET ET

Insurance Applications and Sales Opportunities

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Three of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of 2 Two

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Steve Oshins

December 20, 2019 12:00 PM EDT - 1:30 PM ET

The Restricted Entity GRAT: How a GRAT Works and Why to Fund it with a Restricted LLC/LP Interest

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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

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Paul Hood

January 16, 2020 3:00 PM EDT 4:00 PM ET

Significant 2019 Developments Affecting Business Planning

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Jay Adkisson

January 17, 2020 1:00 PM EDT - 2:00 PM ET

Significant 2019 Developments Affecting Asset Protection Planning

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Steve Oshins

January 24, 2020 12:00 PM EDT - 1:30 PM ET

The Top 12 Asset Protection Strategies to Protect Your Clients in 2020

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Mike Jones

January 30, 2020 1:00 PM EDT - 2:30 PM ET ET

Significant 2019 Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

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Jonathan Blattmachr, Marty Schenkman

February 7, 2020 1:00 PM EDT - 2:30 PM EDT ET

Heckerling Institute Wrap Up with Jonathan Blattmachr & Marty Shenkman

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Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

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