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All recorded webinars are available to view anytime on demand!

            

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Bob Keebler

June 14, 2019 3:00 PM EDT - 4:00 PM EDT ET

Tax Aspects of Decanting - A 2019 Update

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James P. Weller, JD, LL.M

June 14, 2019 1:00 PM EDT - 2:30 PM EDT ET

New Second Set of Proposed Regulations Sheds Needed Light on Qualified Opportunity Funds - A Special Re-Broadcast

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Bob Keebler & Stephen J. Bigge

June 13, 2019 3:00 PM EDT - 4:30 PM EDT ET

Advanced Roth IRA Conversion Planning After the TCJA and Secure Act

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Bob Keebler

June 07, 2019 3:00 PM EDT - 4:30 PM EDT ET

The End is NEAR for Stretch IRA - How to SIMULATE the BENEFITS for your clients.

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Steve Oshins

June 07, 2019 1:00 PM EDT - 2:30 PM EDT ET

Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind - A Special Re-Broadcast

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Bob Keebler and Michael Geeraerts

June 06, 2019 3:00 PM EDT - 4:30 PM ET ET

Estate Planning Opportunities For 2019

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Bob Keebler

May 31, 2019 3:00 PM EDT - 4:30 PM EDT ET

A FIRST LOOK AT IRA LIFE EXPECTANCY PAYOUT CHANGES UNDER THE “SECURE BILL” AND THE BEST IDEAS SO FAR - A Special Re-Broadcast

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Bob Keebler, Jonathan Blattmachr, Marty Schenkman

May 30, 2019 3:00 PM EDT - 4:00 PM EDT ET

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal - A Special Re-Broadast

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Steve Oshins

May 24, 2019 3:00 PM EDT - 4:30 PM EDT ET

Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind

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Bob Keebler

May 23, 2019 3:00 PM EDT - 4:30 PM EDT ET

A FIRST LOOK AT IRA LIFE EXPECTANCY PAYOUT CHANGES UNDER THE “SECURE BILL” AND THE BEST IDEAS SO FAR

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Bob Keebler

May 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

New 2019 Mathematics of Estate Planning After the Tax Cuts and Jobs Act

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Bob Keebler, Jonathan Blattmachr, Marty Schenkman

May 17, 2019 3:00 PM EDT - 4:00 PM EDT ET

Time Sensitive Planning Needed Now!: Democratic Senator Bernie Sanders Estate & Gift Tax Proposal

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Paul Hood

May 16, 2019 3:00 PM EDT 4:30 PM EDT ET

Issues in Income Shifting-What’s Past is Prologue

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Bob Keebler

May 15, 2019 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Selling a Business - A Special Re-Broadcast

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Bob Keebler

May 10, 2019 3:00 PM EDT - 4:30 PM ET ET

Sales to Grantor Trusts

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Barry D. Flagg

May 09, 2019 3:00 PM EDT - 4:30 PM EDT ET

New York Best Interest Rule for Life Insurance New Requirements for Producers & Ethical Considerations for Other Estate Planners

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Alan Gassman,Christopher J. Denicolo,

May 09, 2019 1:00 PM EDT - 2:30 PM EDT ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients - A Special Re-Broadcast

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

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Bob Keebler

May 08, 2019 3:00 PM EDT - 4:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates - A Special Re-Broadcast

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James P. Weller, JD, LL.M

May 03, 2019 1:00 PM EDT - 2:30 PM EDT ET

New Second Set of Proposed Regulations Sheds Needed Light on Qualified Opportunity Funds

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Bob Keebler

May 03, 2019 3:00 PM EDT - 4:30 PM EDT ET

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

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Alan Gassman

May 02, 2019 3:00 PM EDT 4:00 PM ET ET

Avoiding Estate and Trust Litigation and Disputes

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Bob Keebler

May 01, 2019 3:00 PM EDT - 4:30 PM ET ET

199A Case Studies with Newly Issued Tax Compliance Forms

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Bob Keebler

April 26, 2019 1:00 PM EDT - 2:30 PM ET ET

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

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Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

April 26, 2019 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Special Re-Broadcast.

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Bob Keebler and Michael Geeraerts

April 25, 2019 3:00 PM EDT - 4:30 PM ET ET

Finding the 199A Sweet Spot - Revisited for Final Regulations

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Bob Keebler and Keith Schiller

April 24, 2019 3:00 PM EDT - 4:30 PM ET ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

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Steve Oshins

April 18, 2019 1:00 PM EDT - 2:00 PM EDT ET

Non-Judicial Settlement Agreements and Non-Judicial Consent Modifications: How to Amend an Irrevocable Trust - A Special Re-Broadcast

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James P. Weller, JD, LL.M

April 18, 2019 3:00 PM EDT - 4:30 PM EDT ET

INVESTING IN QUALIFIED OPPORTUNITY FUNDS - A Special Re-Broadcast

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Christopher Denicolo, Ed Morrow and Brandon Ketron

April 17, 2019 3:00 PM EDT - 4:30 PM EDT ET

10 Biggest IRA-Trust Mistakes - A Special Re-Broadcast

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Steve Oshins

April 12, 2019 3:00 PM EDT - 4:30 PM EDT ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique - Steve Oshins as he explains how SLATs work and where estate planners have opportunities to use them for clients. - A Special Re-Broadcast

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Bruce Steiner

April 12, 2019 1:00 PM ET - 2:30 PM ET

Roth Conversions: Everything the Sophisticated Advisor Needs to Know -Roth conversion are poised to be one of the hottest planning techniques in 2019.

Join Bruce Steiner in his exclusive LISI webinar where he provides advisors with everything they need to know to operate in the technical but lucrative field. - A Special Re-Broadcast

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Steve Oshins, Jay Adkisson

April 11, 2019 1:00 PM ET - 2:00 PM ET

Oshins vs. Adkisson: Domestic Asset Protection Trust Smackdown - Planner vs. Litigator:

Steve Oshins and Jay Adkisson, arguably the two most influential attorneys in the asset protection industry, as they go head-to-head in this once-in-a-lifetime Smackdown webinar to determine whether Domestic Asset Protection Trusts are effective asset protection tools. A Special Re-Broadcast

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Alan Gassman, Brandon Ketron and Steve Gorin

April 11, 2019 3:00 PM EDT - 4:00 PM EDT ET

Important New 199A Developments: Treasury Official Updates Practitioners with Respect to Separate Books and Records Requirement, Related Party Rules & "Crack and Pack" Complex Trust Strategies

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Alan Gassman,Christopher J. Denicolo,

April 05, 2019 3:00 PM EDT - 4:30 PM EDT ET

Creative Planning Under Section 199A- Important Techniques to Help Maximize the Deduction

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Alan Gassman,Christopher J. Denicolo,

April 04, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients -

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

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Bob Keebler & Peter Melcher

March 30, 2019 3:00 PM EDT - 4:30 PM EDT ET

199A - CRITICAL TAX SEASON ISSUES PLUS 60 MORE MINUTES OF LIVE OPEN QUESTIONS

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Alan Gassman, Christopher Denicolo and John Beck.

March 29, 2019 3:00 PM EDT - 4:00 PM EDT ET

Creative Planning Strategies Under the Final 199A Regulations, with a Focus on Real Estate, Small Businesses and Professional Practices!

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Bob Keebler

March 29, 2019 1:00 PM EDT - 2:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates - A Special Re-Broadcast

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Bob Keebler

March 28, 2019 3:00 PM EDT - 4:30 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return

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Steve Oshins

March 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

2019 NING Trust Update: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions

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Bob Keebler

March 21, 2019 1:00 PM EDT - 2:30 PM EDT ET

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know - A Special Re-Broadcast

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Alan Gassman, , John Beck & Michael Lehmann

March 21, 2019 3:00 PM EDT 4:30 PM ET ET

Donor Controlled Charitable Business Entities: How Charitable Business and Investment Taxpayers Can Donate Now and Manage and Control Entities During Their Lifetimes, aka What Paul Newman Didn't Know About Charitable Giving

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Bob Keebler and Michael G. Goller

March 20, 2019 3:00 PM EDT - 4:00 PM EDT ET

Penalty Proofing Your Client's 199A Deduction: How To Avoid Penalties

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Chuck Rubin

March 15, 2019 1:00 PM ET - 2:30 PM EDT ET

Florida Homestead Law Made Easy – Well, At Least Easier; A Special Re-Broadcast

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Michael Geeraerts

March 15, 2019 3:00 PM EDT - 4:30 PM ET ET

199A for Insurance Producers - Deduction Ramifications

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Bob Keebler

March 14, 2019 3:00 PM EDT - 4:30 PM EDT ET

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting; A Special Re-Broadcast

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Bob Keebler

March 08, 2019 3:00 PM EDT - 4:30 PM EDT ET

Section 199A Planning for Real Estate: Everything Real Estate Investors and Their Advisors Need to Know to Maximize the 199A Deduction

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Steve Oshins

March 08, 2019 1:00 PM EDT - 2:30 PM EDT ET

Steve Oshins: 2019 Trust Decanting Update - A Special Re-Broadcast

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Paul Hood

March 07, 2019 3:00 PM EDT 4:30 PM EDT ET

Snap, Crackle, Swap: The Substitution Power in Grantor Trusts

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Bob Keebler

March 01, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return, Part 2 of a A Two-Part Series - Click here for the Two Part Bundle

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Paul Hood

March 01, 2019 1:00 PM EDT 2:00 PM EDT ET

Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements - A Special Re-Broadcast

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Bob Keebler

February 28, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return, Part 1 of a A Two-Part Series ( 02/28 Recording Included with Bundle) Click here for the Two Part Bundle

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Alan Gassman, Brandon Ketron

February 22, 2019 1:00 PM EDT 2:30 PM ET ET

199A Planning After the New and Now Modified February 4th Final Regulations: What We Can and Should Do Now That the Dust Has Settled

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Steve Oshins

February 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

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Lee Slavutin and Marty Shenkman

February 21, 2019 3:00 PM EDT - 4:30 PM EDT ET

Life Insurance Planning After TCJA

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Bob Keebler

February 15, 2019 3:00 PM EDT - 4:30 PM ET ET

199A Post-Final Regulations Case Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

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Bob Keebler

February 15, 2019 3:00 PM EDT - 4:30 PM ET ET

199A Post-Final Regulations Case Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

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Paul Hood

February 14, 2019 3:00 PM EDT 4:30 PM EDT ET

The A-B-(LL)Cs of Choice of Entity Selection: 2019 Edition

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Steve Oshins

February 08, 2019 3:00 PM EDT - 4:30 PM EDT ET

Steve Oshins: 2019 Trust Decanting Update

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Bob Keebler and Michael Geeraerts

February 07, 2019 3:00 PM EDT - 4:30 PM ET ET

Critical 199A Mathematics Updates: What Advisors Need To Know To Properly Advise Clients About the Small Business Deduction

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Michael Geeraerts

February 01, 2019 3:00 PM EDT - 4:30 PM ET ET

The First 199A Tax Filing Season Is Coming: What Advisers Should Know

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Bob Keebler

January 31, 2019 3:00 PM EDT - 4:30 PM ET ET

The Final 199A Regulations Have Been Released, Bob Keebler Covers It All in His Exclusive LISI Webinar! - A Special Re-Broadcast

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Alan Gassman, Marty Shenkman, Brandon Ketron

January 30, 2019 3:00 PM EDT 4:30 PM ET ET

Planning Strategies Under the New Section 199A Final Regulations: Who, What, Where, When and Why

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Bob Keebler

January 25, 2019 3:00 PM EDT - 4:30 PM ET ET

Breaking News: The Final 199A Regulations Have Been Released, Bob Keebler Covers It All in His Exclusive LISI Webinar!

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Marty Shenkman

January 25, 2019 1:00 PM EDT - 2:30 PM EDT ET

Marty Shenkman’s Review of the Proceedings of the 53rd Heckerling Institute on Estate Planning

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Jay Adkisson

January 24, 2019 3:00 PM EDT - 4:00 PM EDT ET

831(b) Captive Insurance State of the Union with Jay Adkisson

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Bruce Steiner

January 18, 2019 3:00 PM EDT - 4:30 PM EDT ET

Roth Conversions: Everything the Sophisticated Advisor Needs to Know

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Bob Keebler

January 17, 2019 3:00 PM EDT - 4:30 PM EDT ET

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know

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Howard Zaritsky

January 11, 2019 3:00 PM ET - 4:30 PM ET ET

2018 -- A Year to Remember, Forget, Worry About? A Review of Income, Estate, Gift & GST Tax Developments from the Past 13 Months

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Alan Gassman

January 11, 2019 1:00 PM EDT - 2:30 PM EDT ET

Dynamic Planning Strategies for the Well Informed Advisor - A Special Re-Broadcast

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Bob Keebler

January 10, 2019 3:00 PM EDT - 4:30 PM EDT ET

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting

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James P. Weller, JD, LL.M

January 10, 2019 1:00 PM EDT - 2:30 PM EDT ET

A Deep Dive into the Proposed Regulations for Qualified Opportunity Funds: What Surfaced and What Didn’t - A Special Re-Broadcast

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Steve Oshins

January 09, 2019 3:00 PM EDT - 4:00 PM EDT ET

Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart - A Special Re-Broadcast

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Bill Lipkind & Steve Oshins

January 09, 2019 1:00 PM EDT - 2:00 PM EDT ET

The Completed Gift Self-Settled Non-Grantor Trust: The New Tax Act Opens the Door for Clients to Avoid State Income Tax and Be a Beneficiary!” - A Special Re-Broadcast

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Mike Jones

January 04, 2019 3:00 PM EDT - 4:30 PM ET ET

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

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Howard Zaritsky and Brent Berselli

December 28, 2018 3:00 PM ET - 4:30 PM ET ET

Planning with Intergenerational Split-Dollar After Cahill and Morrissette - A Special Re-Broadcast

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Bob Keebler and Michael Geeraerts

December 27, 2018 3:00 PM EDT - 4:30 PM ET ET

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End - A Special Re-Broadcast

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Bob Keebler and Michael Geeraerts

December 21, 2018 1:00 PM EDT - 2:30 PM ET ET

Finding the 199A Sweet Spot
A Special Re-Broadcast

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Bob Keebler

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

Tax Planning for Selling a Business

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Christopher Denicolo, Ed Morrow and Brandon Ketron

December 20, 2018 1:00 PM EDT - 2:30 PM EDT ET

10 Biggest IRA-Trust Mistakes - A Special Re-Broadcast

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Bob Keebler

December 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

Choice of Entity Planning

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Bob Keebler

December 14, 2018 3:00 PM EDT - 4:30 PM EDT ET

Proactive Year-End Tax Planning

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James P. Weller, JD, LL.M

December 13, 2018 3:00 PM EDT - 4:30 PM EDT ET

A Deep Dive into the Proposed Regulations for Qualified Opportunity Funds: What Surfaced and What Didn’t

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Bob Keebler

December 13, 2018 1:00 PM EDT - 2:30 PM EDT ET

Taxation of Real Estate After the Tax Cuts and Jobs Act

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Christopher Denicolo, Ed Morrow and Brandon Ketron

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

10 Biggest IRA-Trust Mistakes

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Paul Hood

December 06, 2018 3:00 PM EDT 4:30 PM EDT ET

Planning for the Surviving Spouse

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Bob Keebler

December 06, 2018 1:00 PM EDT - 2:30 PM EDT ET

An Estate and Income Tax Planning Perspective on the Tax Cuts and Jobs Act, a Special 2-for-1 Offer

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Bob Keebler

November 30, 2018 1:00 PM EDT - 2:30 PM EDT ET

Do's and Don'ts of 199A Planning

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Chuck Rubin

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

Florida Homestead Law Made Easy – Well, At Least Easier

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Paul Hood

November 29, 2018 3:00 PM EDT 4:30 PM EDT ET

Tour of Estate/Charitable Planning Tools & Techniques-From Meat & Potatoes To Cutting Edge

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Bob Keebler and Michael Geeraerts

November 29, 2018 1:00 PM EDT - 2:30 PM ET ET

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End

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Alan Gassman

November 16, 2018 3:00 PM EDT - 4:30 PM EDT ET

Dynamic Planning Strategies for the Well Informed Advisor

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Bob Keebler

November 15, 2018 2:00 PM EDT - 3:30 PM EDT ET

199A and Specified Service Businesses

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Paul Hood

November 15, 2018 4:00 PM EDT - 5:30 PM ET ET

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses:

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Cynthia D.M. Brown

November 09, 2018 3:00 PM ET - 4:00 PM ET ET

EXPENSE PAYMENTS: WHAT SHOULD A TRUSTEE KNOW BEFORE THEY PAY? HOW SHOULD THE EXPENSES BE ALLOCATED?

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Paul Hood

November 08, 2018 3:00 PM EDT 4:00 PM EDT ET

Do You Trust?-The Anatomy of a Trust:

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Bob Keebler

November 02, 2018 3:00 PM EDT - 4:30 PM EDT ET

New 1041 Class - A Special Re-Broadcast

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Steve Oshins, Jay Adkisson

November 02, 2018 12:00 PM EDT - 1:00 PM EDT ET

Oshins vs. Adkisson: Domestic Asset Protection Trust Smackdown - A Special Re-Broadcast

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Paul Hood

November 01, 2018 3:00 PM EDT 4:30 PM EDT ET

It’s Not Ozzie and Harriet: Estate Planning for Modern Families

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Bob Keebler and Michael Geeraerts

October 31, 2018 3:00 PM EDT - 4:30 PM ET ET

Finding the 199A Sweet Spot

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James P. Weller, JD, LL.M

October 26, 2018 3:00 PM EDT - 4:30 PM EDT ET

INVESTING IN QUALIFIED OPPORTUNITY FUNDS

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Christopher Cahill & Timothy Borchers

October 25, 2018 11:30 AM EDT 1:00 PM EDT ET

Second Home Savvy

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Bob Keebler

October 24, 2018 3:00 PM EDT - 6:00 PM EDT ET

Two Keebler 199A Webinars for the Price of One! - A Special Re-Broadcast of Bob's 8/15 and 9/21 Webinars - 180 minutes.

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Jerry Hesch, Alan Gassman and Marty Shenkman

October 23, 2018 12:30 PM EDT - 2:00 PM EDT ET

Proceedings from the 44th Annual Notre Dame Tax & Estate Planning Institute

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Steve Oshins

October 19, 2018 3:00 PM EDT - 4:30 PM EDT ET

Life Insurance Industry’s Biggest Problem now that there are Fewer Life Insurance Trusts: The Creditor Tsunami

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Bob Keebler

October 18, 2018 2:00 PM EDT - 3:30 PM EDT ET

New 1041 Class

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Andy DeMaio

October 12, 2018 3:00 PM EDT 4:00 PM ET ET

Practical Estate Planning for Digital Assets under RUFADAA

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Paul Hood

October 11, 2018 3:00 PM EDT - 4:00 PM EDT ET

Your Forms Runneth Over: Selected Fine Points of General Drafting of Documents

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Steve Oshins, Jay Adkisson

October 05, 2018 3:00 PM EDT - 4:00 PM EDT ET

Oshins vs. Adkisson: Domestic Asset Protection Trust Smackdown

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Mike DiMayo

October 04, 2018 3:00 PM EDT - 4:15 PM EDT ET

The Future of Captive Insurance Planning: New Tax Court Guidance and What the Future Holds

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Eric Naison-Phillips

October 03, 2018 3:00 PM EDT - 4:00 PM EDT ET

Inside Private Placement and the IDF Landscape: Sophisticated Planning to Optimize Net After-Tax Results

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Steve Oshins

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

IRC Section 199A and 643(f) Proposed Treasury Regs: A Detailed Look at the Separate Trust Rules to Maximize the 20% Pass-Thru Business Deduction - A Re-Broadcast

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Jonathan Gopman and Paul D'Alesandro

September 27, 2018 3:00 PM EDT 4:00 PM ET ET

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 2 :::Click Here for info on the Part 1 and Part 2 BUNDLE PACKAGE

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Steve Leimberg & Linas Sudzius:

September 26, 2018 3:00 PM EDT 4:00 PM ET ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 2: What Are the Beneficiary Best Practices Before, During and After Divorce?

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Bob Keebler

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

Understanding New Section 199A & – A Post-Regulation Case Study Approach

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Steve Leimberg & Linas Sudzius:

September 20, 2018 12:00PM EDT - 1:00 PM EDT ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 1: Who Gets the Life Insurance Money After a Divorce? CLICK HERE FOR PART 2 Wednesday 3PM ET 9/26

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Alan Gassman

September 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

What Estate and Tax Planners Need to Know About Bankruptcy

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Larry Brody & Steve Leimberg

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

Transfer for Value – Transactional Analysis

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Bob Keebler

September 14, 2018 12:00 PM EDT - 1:30 PM EDT ET

Roth Conversions after Tax Reform

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Larry Brody & Steve Leimberg

September 13, 2018 3:00 PM EDT - 4:00 PM EDT ET

Transfer for Value – The Thorn on the Rose

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Jonathan Gopman and Paul D'Alesandro

September 06, 2018 3:00 PM EDT - 4:00 PM ET ET

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 1 ::Click Here for info on the Part 1 and Part 2 BUNDLE PACKAGE

CLICK HERE FOR PART 2 Thursday 3PM ET 9/27

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Steve Oshins

August 31, 2018 3:00 PM EDT - 4:30 PM EDT ET

IRC Section 199A and 643(f) Proposed Treasury Regs: A Detailed Look at the Separate Trust Rules to Maximize the 20% Pass-Thru Business Deduction

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Bob Keebler

August 24, 2018 1:00 PM EDT - 2:30 PM EDT ET

Important Webinar Event: Bob Keebler Reviews the New 199A Regulations - A Re-Broadcast.

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Bob Keebler

August 24, 2018 3:00 PM EDT - 4:00 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return - A Re-broadcast.

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Paul Hood

August 23, 2018 3:00 PM EDT - 4:00 PM ET ET

From the School of Hard Knocks: Thoughts About the Initial Client Interview

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Alan Gassman, Marty Shenkman, Jonathan Blattmachr and Brandon Ketron

August 20, 2018 3:00 PM EDT 4:30 PM ET ET

199A Planning Under the Proposed Regulations: Choosing Planning Strategies to Position Clients for Optimum Tax Avoidance.

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Bob Keebler

August 17, 2018 3:00 PM EDT - 4:30 PM EDT ET

What the Financial Professional Really Needs to Know About Tax Reform

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Paul Hood

August 16, 2018 3:00 PM EDT - 4:00 PM EDT ET

Estate Planning for Qualified Retirement Plans and IRA’s

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Bob Keebler

August 15, 2018 3:00 PM EDT - 4:30 PM EDT ET

Important Webinar Event: Bob Keebler Reviews the New 199A Regulations

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Bob Keebler

August 10, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding and Completing Form 706

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Steve Oshins

August 09, 2018 3:00 PM EDT - 4:00 PM EDT ET

Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart

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Bob Keebler

August 02, 2018 3:00 PM EDT - 4:30 PM EDT ET

Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks

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Marty Shenkman and Alan Gassman

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

199A Challenges and Strategies--A Deeper Dive - A Re-Broadcast Click to Listen to Alan's description

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Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

July 26, 2018 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Re-Broadcast. Click to Listen to Steve Oshins description

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Lee Slavutin & Bob Keebler

July 20, 2018 12:00 PM EDT - 1:30 PM EDT ET

Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act

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James P. Weller, JD, LL.M

July 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Private Trust Company Solution

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Paul Hood

July 13, 2018 3:00 PM EDT 4:30 PM EDT ET

Hermeneutics for Designing Estate Planning Tools & Techniques: A Method in the Madness of the Fine Art of Designing Estate Planning Tools and Techniques

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Howard Zaritsky and Brent Berselli

July 12, 2018 3:00 PM ET - 4:30 PM ET ET

Planning with Intergenerational Split-Dollar After Cahill and Morrissette

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Bob Keebler

July 11, 2018 3:00 PM EDT - 4:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates -A Rebroadcast

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Bob Keebler

July 10, 2018 3:00 PM EDT - 4:30 PM EDT ET

Six 199A Case Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers - A Rebroadcast --NOTE: Program wiil be live if new regs come out.

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Paul Hood

July 06, 2018 3:00 PM EDT 5:00 PM EDT ET

The Human Side of Estate Planning/Psychology of Estate Planning

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Larry Brody

June 29, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 3 Split Dollar Webinar Series. ::Using Post-Final Regulation Loan Regime Arrangements

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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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Bob Keebler

June 22, 2018 1:00 PM EDT - 2:30 PM EDT ET

199A Case Studies - A Refresher

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Bob Keebler

June 22, 2018 3:00 PM EDT - 4:30 PM EDT ET

What CPAs and Financial Planners Should Know About Trusts and Estates

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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 About

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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 About

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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 About

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Jonathan Gopman and Paul D'Allesandro

June 15, 2018 11:00 AM EDT - 12:00 PM EDT ET

Expatriation: US Tax Planning Considerations and Options in Choosing a Second Passport

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Paul Hood

June 14, 2018 3:00 PM EDT 4:30 PM EDT ET

Anatomy of an LLC Operating Agreement: What the Sophisticated Advisor Needs to Know

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Larry Brody

June 13, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 2 Split Dollar Webinar Series. : Using Post-Final Regulation Economic Benefit Regime Split-Dollar Arrangements

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Steve Oshins

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

Hybrid Domestic Asset Protection Trust: The Advanced Class

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Bob Keebler

June 01, 2018 3:00 PM EDT - 4:30 PM EDT ET

2018 Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases

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Larry Brody

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

Part 1 of 3 Part SPLIT-DOLLAR WEBINAR SERIES:
THE SPLIT-DOLLAR “FIX IT” SHOP – WHAT TO DO WITH PRE-FINAL REGULATION SPLIT-DOLLAR ARRANGEMENTS

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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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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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Bob Keebler

May 16, 2018 1:00 PM EDT - 2:30 PM ET ET

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

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Martin Shenkman

May 16, 2018 3:00 PM EDT 4:30 PM EDT 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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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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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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Alan S. Gassman, J.D., LL.M., Brandon Ketron, J.D., LL.M., CPA, Christopher Denicolo, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M.,

May 10, 2018 3:00 PM EDT - 4:30 PM EDT ET

Planning for Ownership and Inheritance of Qualified Retirement Plan and IRA Accounts and Benefits in Trust or Otherwise: Opportunities and Pitfalls

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Steve Oshins

May 09, 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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Steve Oshins and Bob Keebler

May 04, 2018 3:00 PM EDT - 4:30 PM EDT ET

Advanced Section 199A with Trusts and Estates

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Bob Keebler

May 03, 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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Bob Keebler

May 02, 2018 3:00 PM EDT - 4:30 PM EDT ET

Understanding Section 199A - Creating a Solid Foundation

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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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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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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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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 20, 2018 3:00 PM EDT - 4:00 PM EDT ET

Upstream Income Tax Planning - Income Tax Basis Planning to Achieve Step Up in Basis at Either Spouse's First Death (Even in Non-Community Property States) and Exploit Older Relatives/Beneficiaries’ $11+ Million Exclusion and/or Lower Income Tax Brackets

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Jim Magner and Michael Geeraerts

April 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

Is Split-Dollar the Answer for College Coaches Looking to Sack the IRC 4960 Excise Tax?: What Advisors Need to Know about the New Penalty Tax to Better Counsel Clients

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Martin Shenkman,Alan S. Gassman,Jonathan Blattmachr

April 13, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection Trusts after Toni 1 v. Wacker: Strategies, Concerns and Important Considerations for the Conscientious Advisor

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Larry Brody

April 13, 2018 1:00 PM ET 2:00 PM ET ET

Part 2: Life Insurance Planning after Tax Reform: Options Sophisticated Advisors Need to Consider when Dealing with Client's Existing ILITs and Existing as well as New Split-Dollar Arrangements

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Paul Hood

April 12, 2018 3:00 PM EDT 4:00 PM EDT ET

Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements

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Larry Brody

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

Part 1:Life Insurance Planning after Tax Reform: Options Sophisticated Advisors Need to Consider when Dealing with Client's Existing Policies

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Cynthia D.M. Brown, and Matthew L. Rosin,

April 06, 2018 3:00 PM EDT - 4:00 PM EDT ET

Grantor Trust Status: Things That Can Change a Trust's Status

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Alan Gassman

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

What Advisors Needs To Know To Help Their Florida-Based Clients Maximize Their Planning Opportunities!

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Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

March 29, 2018 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- Click to Listen to Steve Oshins description

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Bob Keebler

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

Five Things Attorneys Can Pivot To Without The Estate Tax Click to Listen to Bob's description

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Cynthia D.M. Brown and Jocelyn M. Borowsky

March 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

Silent Trusts: The Crossroads between the Duty to Inform and Report and the Option to Have a Silent Trust Click to Listen to Cindy's description

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Marty Shenkman and Alan Gassman

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

Old Trusts, New Tricks. New Trust, Estate and Tax Planning Strategies After Tax Reform

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Jay Adkisson & David Slenn

March 21, 2018 ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act: Part 4

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Jay Adkisson & David Slenn

March 20, 2018 3:00 PM EDT - 4:00 PM EDT ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act: Part 3

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Bill Lipkind & Steve Oshins

March 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Completed Gift Self-Settled Non-Grantor Trust: The New Tax Act Opens the Door for Clients to Avoid State Income Tax and Be a Beneficiary!”

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Bob Keebler

March 16, 2018 3:00 PM EDT - 4:30 PM EDT ET

Taxation of Real Estate After Tax Reform - Click to Listen to Bob's description

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Bob Keebler

March 15, 2018 3:00 PM EDT - 4:30 PM EDT ET

Practice Management- How to Approach and Help Clients with Tax Reform - Click to Listen to Bob's description

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Larry Brody

March 09, 2018 3:00 PM EDT - 4:00 PM EDT ET

What Is the Fair Market Value of a Policy for Federal Tax Purposes and How Do We Determine It? - Click to Listen to Larry's description

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Bob Keebler and Steve Oshins

March 08, 2018 3:00 PM EDT - 4:30 PM EDT - ET

Bob Keebler & Steve Oshins: Estate Planning After Tax Reform - Click to Listen to Bob's description

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Bob Keebler

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

Taxation of Entities - A Refresher
(90 Minutes) - Click to Listen to Bob's description

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Bob Keebler

March 02, 2018 3:00 PM EDT - 4:30 PM EDT ET

Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client's Numbers - Click to Listen to Bob's description

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Bob Keebler

March 01, 2018 3:00 PM EDT - 4:30 PM EDT ET

Estate Planning for IRAs Payable to Trusts, Plus a 30 Minute Prequel on the Foundational Rules - Click to Listen to Bob's description

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Bob Keebler

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

Income Tax Planning with IRAs and Qualified Retirement Plans - Click to Listen to Bob's description

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Steve Oshins

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

Exploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities - Click to Listen to Steve's description

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Larry Brody

February 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Federal Income Tax Treatment of Life Insurance Policies - Click to Listen to Larry's description

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Marty Shenkman and Alan Gassman

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

199A Challenges and Strategies--A Deeper Dive - Click to Listen to Alan's description

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Bob Keebler

February 21, 2018 6:30 PM EDT - 8:00 PM EDT - ET

Understanding New Section 199A - A Case Study Approach : Plus Q&A - Click to Listen to Bob's description

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Martin M. Shenkman, Esq. and Rebecca Provder, Esq.

February 21, 2018 3:00 PM EDT - 4:00 PM EDT ET

Matrimonial Planning after the TCJA of 2017 - Click to Listen to Marty's description

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Cynthia D.M. Brown

February 16, 2018 3:00 PM EDT - 4:00 PM EDT ET

Delaware Trusts: What Advsiors Need to Know - Click to Listen to Cynthia's description

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Bob Keebler

February 15, 2018 3:00 PM EDT - 4:30 PM EDT - ET

199A Case Studies - Click to Listen to Bob's description

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Bob Keebler

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

Tax Aspects of Decanting - Click to Listen to Bob's description

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Barry D. Flagg

February 09, 2018 3:00 PM EDT - 4:00 PM EDT ET

6 Essential Ingredients to Life Insurance ADVICE - Click to Listen to Barry

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Marty Shenkman

February 08, 2018 3:00 PM EDT - 4:30 PM EDT ET

Marty Shenkman's notes from the proceedings at the Heckerling Institute on Estate Planning

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Jonathan Blattmachr, Martin Shenkman and Joy Matak

February 02, 2018 3:00 PM EDT - 4:00 PM EDT ET

Tax Cuts and Jobs Act: New Insights on Estate Planning with Jonathan Blattmachr, Martin Shenkman & Joy Matak

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Alan S. Gassman, J.D., LL.M., Brandon Ketron, J.D., LL.M., CPA, Christopher Denicolo, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M.,

February 01, 2018 3:00 PM EDT - 4:00 PM EDT ET

CREATIVE PLANNING WITH FLOW THROUGH ENTITIES, INCLUDING 199(A) NEW IDEAS

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Bob Keebler

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

How To Accurately Prepare the 709 Gift Tax Return

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Jay Adkisson & David Slenn

January 26, 2018 3:00 PM EDT - 4:30 PM EDT ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act Webinar 2

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Bob Keebler

January 25, 2018 3:00 PM EDT - 5:00 PM EDT ET

Tax Reform - The Final Edition: UPDATED for January: 2 hours: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning

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Ed Morrow

January 24, 2018 3:00 PM EDT - 4:00 PM EDT - ET

Ed Morrow &The Optimal Basis Increase Trust – Basis Planning to Optimize the Step Up in Basis (and Avoid any Step Down in Basis) at the Surviving Spouse’s Death: Are You Wasting Your Clients’ $11+ Million Basis-Increasing Coupon?

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Bob Keebler and Steve Oshins

January 19, 2018 3:00 PM EDT - 4:30 PM EDT ET

Bob Keebler & Steve Oshins: The New 20% Small Business Deduction - Sophisticated Tax Planning Strategies Lawyers, CPAs and Planners Need to Know - Listen to Bob's Description

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Steve Oshins

January 17, 2018 3:00 PM EDT - 4:00 PM EDT ET

Non-Judicial Settlement Agreements and Non-Judicial Consent Modifications: How to Amend an Irrevocable Trust
Click to Listen to Steve's Description

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Bob Keebler

January 12, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Income Tax Is the New Estate Tax; The Mathematics of Estate Planning – Income Tax Basis Versus the Estate Tax - The Post Tax Reform Edition

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Howard Zaritsky

January 10, 2018 3:00 PM EDT - 4:00 PM EDT ET

Howard Zaritsky’s 2017 Year In Review: An Estate Planner’s Perspective

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Alan S. Gassman, J.D., LL.M., Brandon Ketron, J.D., LL.M., CPA, Christopher Denicolo, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M.,

January 05, 2018 3:00 PM EDT - 4:00 PM EDT ET

Planning with an $11,200,000 Per Person Estate Tax Exemption: Sophisticated Planning Techniques for the Super Wealthy, Clients with Significant Wealth and Those Who are on Their Way

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Bob Keebler

January 04, 2018 3:00 PM EDT - 4:00 PM EDT ET

Detailed Look at How the New Rules in Section 199A for the Deduction for Qualified Business Income of Pass-Thru Entities Work

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Bob Keebler

December 21, 2017
Part 1
3:00 PM EDT - 4:00 PM ET
Part 2
4:10 PM ET - 5:00 PM ET
ET

Tax Reform - The Final Edition: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning

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Jonathan Gopman

December 19, 2017 3:00 PM EDT - 4:00 PM EDT ET

PLR 201730002 & the “Spreezing” of S Corporation Stock: How To Hold S Corporation Stock in a Partnership/Disregarded Entity Structure without Terminating the S Election, While Providing for Increased Discounts and Enhanced Asset Protection

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Jay Adkisson & David Slenn

December 14, 2017 3:00 PM EDT - 4:00 PM EDT ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act Webinar 1

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Bob Keebler

December 08, 2017
Part 1
3:00 PM EDT - 4:00 PM ET
Part 2
4:15PM ET - 5:00 PM ET
ET

LISI's Tax Reform Bill Update & New Passthrough Income Taxation: Statutory Review & Short-Term/Urgent and Longer-Term Planning

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Jeff Scroggin

December 07, 2017 3:00 PM EDT - 4:00 PM EDT ET

Charitable Traps and Opportunities in Tax and Estate Planning

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Steve Oshins

December 01, 2017 3:00 PM EDT - 4:00 PM EDT ET

The Trump-Era Dynasty Trust: Dynasty Trusts During and After President Trump's Reign

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Bob Keebler

November 29, 2017 3:00 PM EDT - 4:00 PM EDT ET

Limited Window of Opportunity - Change in Stock Basis Ordering Rules

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Larry Brody

November 21, 2017 3:00 PM EDT - 4:00 PM EDT ET

Top Insurance Planning Mistakes and How to Fix Them, Part 2

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Alexander Bove

November 16, 2017 3:00 PM EDT - 4:00 PM EDT ET

Practical Issues in Using Trust Protectors, Including What Advisors Need To Know About Drafting Trust Protector Provisions: Powers, Duties, Liabilities, Rights & Fiduciary Issues

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Bob Keebler

November 10, 2017 3:00 PM EDT - 4:00 PM EDT ET

Bob Keebler's First Look at the House Tax Bill: What Advisors Need to Know Now to Better Inform Their Clients - Plus - Preparing Forms 1041/706/709 - Two for one special

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Larry Brody

November 03, 2017 3:00 PM EDT - 4:00 PM EDT ET

Top Insurance Planning Mistakes and How to Fix Them, Part 1

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Espen Robak & Richard Harris

October 31, 2017 3:00 PM EDT - 4:00 PM EDT ET

Intergenerational Split Dollar Life Insurance in the Complex Estate Plan, Part 2: Valuing the Receivable

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Bob Keebler

October 27, 2017 3:00 PM EDT - 4:00 PM EDT ET

Tax Reform Traps for the Unwary: Developing an Action Plan Now

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Marty Schenkman and Steve Leimberg

October 20, 2017 12:00 PM EDT - 1:00 PM EDT ET

Estate and Financial Planning Nuggets for a Time of Turmoil!

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Eric Naison-Phillips

October 13, 2017 3:00 PM EDT - 4:00 PM EDT ET

Private Placement Life Insurance & Annuity Strategies for Wealthy Families: What the Sophisticated Advisor Needs to Know

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Bob Keebler

October 06, 2017 1:00 PM EDT - 2:00 PM EDT ET

Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:Including New Developments.

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Bob Keebler

September 28, 2017 3:00 PM EDT - 4:00 PM EDT ET

Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:

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Bob Keebler

September 26, 2017 3:00 PM EDT - 4:00 PM EDT ET

Decanting Basics & Taxation.

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Edwin P. Morrow III

September 08, 2017 3:00 PM EDT - 4:00 PM EDT ET

IRC Section 678 and Beneficiary Deemed Owner Trusts

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Alan Jensen and Brent Berselli

August 30, 2017 1:00 PM EDT - 2:00 PM EDT ET

Intergenerational Split Dollar Life Insurance in the Complex Estate Plan.

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Steve Oshins

August 11, 2017 3:00 PM EDT - 4:00 PM EDT ET

The Hybrid Domestic Asset Protection Trust: A Third-Party Trust that can turn into a Self-Settled Trust

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Bob Keebler

July 25, 2017 3:00 PM EDT - 4:00 PM EDT ET

Best Ideas in 2017 - What the Planner Needs to Know

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Steve Oshins

July 14, 2017 1:00 PM EDT - 2:00 PM EDT ET

Using Non-Grantor Trusts to Save State Income Taxes

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Bob Keebler

June 29, 2017 3:00 PM EDT - 4:00 PM EDT ET

Overview of Portability and Rev Proc 2017-34.

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Mike DiMayo

June 20, 2017 3:00 PM EDT - 4:00 PM EDT ET

What Advisors Need To Know About Captive Insurance Companies After the PATH ACT and Notice 2016-66

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Steve Oshins

June 05, 2017 3:00 PM EDT - 4:00 PM EDT ET

"The Private Decanting: A Do-Over Trust While Maintaining Privacy From Your Family"

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Bob Keebler

May 22, 2017 3:00 PM EDT - 4:00 PM EDT ET

"The Trump Tax Plan: The Implications of Rate Reduction & Entity Planning"

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Bob Keebler

May 01, 2017 3:00 PM EDT - 4:00 PM EDT ET

"The Trump Tax Plan"

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