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Estate & Asset Protection

Estate & Asset Protection Videos

Corporate Transparency Act: Which Trust Appointments/Powers Might Be Beneficial Owners
January 02th 2024
Corporate Transparency Act: Revisit all Irrevocable Trust Appointments/Powerholders
December 31th 2023
Introduction to the Corporate Transparency Act
December 04th 2023
Corporate Transparency Act: Steps to Take in 2023
December 04th 2023
Asset Protection: Don’t Forget the Basics
August 01th 2023
Choosing Situs for a Trust
April 30th 2023
Trust Protectors
April 30th 2023
New Health Care Advance Directive for Dementia Patients
February 20th 2023
Why Trusts Should Not Pay Out at Specified Ages
February 16th 2023
Trustee Selection
February 15th 2023
QCDs: Secure Act 2.0 Changes
February 15th 2023
Powers of Appointment
February 14th 2023
Estate Planning for Business Owners - Overview
January 30th 2023
Inherited IRA Special Needs Trusts
January 30th 2023
Tax Reimbursement Clauses: The Good, The Bad and the Ugly
January 26th 2023
Loans from Trusts
January 24th 2023
Bifurcation of Trust Functions
January 24th 2023
Valuation of Life Insurance Policies
December 28th 2022
Spousal Lifetime Access Trusts (SLATs) Can Succeed
November 28th 2022
Grantor Trust Planning Tool that Might Change
November 24th 2022
Viability of 4 Percent Rule and Trust Communications
November 16th 2022
Looking at an Appraisal as a Non-Appraiser
October 25th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: Financial Planning The Foundation of Your Estate Plan : Part 2
October 06th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: Financial Planning The Foundation of Your Estate Plan : Part 1
October 04th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: Asset Protection Planning For the Masses
September 22th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: Unmarried Couples Estate Planning
September 21th 2022
Who is a Parent (Legally!)
September 14th 2022
Wills and Trusts: Why You Might Want to Update Them Now!
September 14th 2022
Inventories: Why You Need Them
September 13th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: Revocable Trusts (Living Trusts)
September 13th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: Life Insurance and Insurance Trusts
September 13th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: Health Care Proxy and Related Documents
September 12th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: Powers of Attorney
September 12th 2022
2022 Consumer Webinar Series for National Estate Planning Awareness Month: What is Estate Planning
September 12th 2022
Portfolio Construction for Planning Entities
September 06th 2022
Planning for Tangible Personal Property
September 06th 2022
Estate Planning and Family Business Succession Planning
September 04th 2022
Succession and Estate Planning - What is it?
September 04th 2022
Divorce and Mental Health Considerations (It’s Not Just Legal and Financial Issues)
May 15th 2022
Israeli Taxation: Changes in Residency Rules
May 09th 2022
Israeli Taxation: Exit Tax, LLCs, and Reporting Requirements
May 09th 2022
Human Aspects of Estate Planning: LGBT Planning
May 02th 2022
Human Aspects of Estate Planning: Equitable Allocation Amongst Children
May 01th 2022
Human Aspects of Estate Planning: Virtual vs. In-Person Meetings
May 01th 2022
Human Aspects of Estate Planning: Health Issue Considerations
April 27th 2022
Human Aspects of Estate Planning: Discussing Personal Issues
May 06th 2022
Human Aspects of Estate Planning: Giving Back
April 18th 2022
Installment Sales to Grantor Trusts: Tips for Business Owners
March 04th 2022
The Living Benefits of a Life Insurance Policy
January 25th 2022
Estate Planning Basics: Power of Attorney
January 20th 2022
Creative Strategies for Passing Wealth to your Heirs
November 09th 2021
Baha’i Estate Planning and Considerations for the Ḥuqúqu’lláh
August 06th 2021
Introduction to Baha’i Estate Planning
August 06th 2021
Life Insurance Planning in 2021
April 13th 2021
Using Tennessee Situs for Wealth Planning
April 09th 2021
Israel: Trust Tax Planning
March 31th 2021
The Mormon Faith and Tithing
February 16th 2021
Developing and Sharing a Personal End of Life Plan
October 06th 2020
Charitable Remainder Trusts: They Don’t Have to Lockup Assets for Life
July 24th 2020
LDS Estate and Financial Planning
July 16th 2020
Valuation During COVID
July 14th 2020
Succession Planning Post Covid
June 25th 2020
Planning For SLATs
May 26th 2020
The Secure Act
May 26th 2020
Using Spousal Lifetime Access Trusts (SLATs)
May 26th 2020
Estate Planning and COVID-19
May 08th 2020
Estate Tax Planning for The Coronavirus
March 19th 2020
The Secure Act - Ten Year Rule
February 12th 2020
Introduction to the Secure Act
February 12th 2020
Missing Money
December 10th 2019
Home Inventories
December 10th 2019
Practical Issues of Putting Real Estate into a Trust
August 15th 2019
How to Protect Estates from Hackers & Identity Thieves
August 06th 2019
Protecting Your Assets When Living With Chronic Disease
July 25th 2019
How to Prepare Your Clients for a Business Sale
July 25th 2019
What to do When Approached by a Buyer for Your Company
July 25th 2019
Private Trust Companies
July 25th 2019
Estate Planning for Millennials
July 23th 2019
Grantor Sovereignty
July 22th 2019
Quiet Trusts
July 22th 2019
Administrative Trusts
July 22th 2019
Using DAPTs in a Matrimonial Planning Context
July 22th 2019
Estate Planning is Risky Business: What Should You Do?
March 21th 2019
Sanders' Estate Tax Proposal: Estate Planning Steps To Take Now
March 21th 2019
Aging & How it Affects What We Do
February 13th 2019
Risks & Opportunities for Estate Planning Professionals
February 13th 2019
Formula Based Estate Planning
February 13th 2019
SLATs, DAPTs and Ways to Use Exemption While Retaining Access
February 13th 2019
Domestic Asset Protection Trusts (DAPTs) To Use Temporary Exemption
February 13th 2019
Temporary Exemption
February 13th 2019
Long Term Care Planning and Naming Fiduciaries if you are Living with a Chronic Illness
December 21th 2018
Entity Documentation and Estate Planning
December 19th 2018
Creating a Meaningful and Successful Attorney/Client Relationship with your Estate Planning Client
December 04th 2018
Equal vs. Fair? How to Address Disparate Distributions
December 04th 2018
Disinheriting an Heir
December 04th 2018
Basics of Trust Income Taxation
November 30th 2018
Annual Exclusion Gifts, Crummey Powers: ILITs, Wealth Transfer and Why it Still Matters with Large Exemptions
November 29th 2018
Split Dollar Life Insurance...Has it Survived Cahill?
November 29th 2018
Sales to Non-Grantor Trusts...Is It Possible?
November 29th 2018
Defined Value Mechanisms
November 29th 2018
Forms of Ownership by Spouses
November 29th 2018
Note Sale Transaction Tips
November 29th 2018
Revocable Trusts as an Option to Wills
November 20th 2018
Using DSUE or Creating Credit Shelter Trust
November 20th 2018
Flexibility in Modern Trust Drafting - What Provisions to Include
November 20th 2018
DAPTs Are Not a Four-Letter Word
November 19th 2018
Conversion to Roth IRAs - When and Why to Consider
November 19th 2018
Who Should be Designated as Beneficiary of IRA or Qualified Plan - Disadvantages of Naming a Spouse.
November 19th 2018
Grantor vs. Non-Grantor Trusts-Which to Use Now and Why
November 19th 2018
Entities Holding Trustee Positions
November 19th 2018
Investment Advisor Tips
November 19th 2018
Trust Protector Planning Tips
November 19th 2018
Modern Trust Basics for the Financial Adviser
January 14th 2019
Basics of How to Operate an Irrevocable Trust
October 10th 2018
Why You Don’t Want a Simple Trust
July 16th 2018
10 Estate Planning Mistakes
July 16th 2018
Insurance without Estate Tax
April 05th 2018
Physician Asset Protection
April 05th 2018
Update your Will
February 14th 2018
Powers of Attorney - Gifts
January 08th 2018
Later Life Planning
December 13th 2017
Future of the Estate Planning Profession: What Practitioners Must Know and Do
May 02th 2013
Insurance Planning Post-ATRA
March 29th 2013
Advising the Pro-Athlete - Estate and Related Planning
March 14th 2013
2012 Gifts, Trusts and Estate Planning - Essential Follow up Steps
March 01th 2013
Aging Parents_ Estate Financial and Related Planning
February 16th 2013
After 2012 ATRA What Can You Offer Clients? Asset Protection Planning
January 24th 2013
Estate Planning after the 2013 Tax Relief Act - What to do Now
January 09th 2013

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