Thriving in Estate Planning Resources
Thriving in Estate Planning
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All eyes have been on Capitol Hill leading up to the election. While Americans adjust to election results and the last quarter of a volatile year, do not overlook the time-sensitive estate planning opportunities of the current economic environment:
The Future of Estate Planning - Webinar Recordings
(1/14/21)(59:53)
The State of the Election and What it Means for Financial Planning - Podcast (11/5/2020)(25:17)
Thriving in Estate Planning: Looking Ahead to the 2020 Election and Beyond 3-Part Webinar Series - Webinar Recordings
(9/30/20-10/2/20) (88:46; 87:44; 90:48)
SLATs
The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique - Webinar Recording
(5/21/19) (58:17)
GRATs/IDGTs
3 Estate Planning Strategies in a Low Interest Rate Environment (GRAT/CLAT/IDGT) - Blog Post
Select Issues in Planning with Grantor Trusts - Webinar Recording
(6/21/18) (58:03)
Grantor Trusts: What Are They and When Should You Use Them - Webinar Recording
(1/18/18) (60:00)
Excerpt from EP200: Estate Planning Essentials, Part 6 - Learn More About How Split Interest Trusts and GRATs Work -
Webinar Recording
(8/29/16) (35:56)
FLPs
Introduction to Advanced Estate Planning: Selected Issues Concerning FLPs and LLCs - Webinar Recording
(3/7/19) (1:30:29)
CHARITABLE PLANNING
Counseling Charitably Inspired Clients During the Unprecedented Fall of 2020 -
Webinar Recording
(10/7/20) (1:24:04)
CRT Solutions for SECURE Act Tax Disaster - Webinar Recording
(3/12/20) (56:45)
Inter Vivos Charitable Remainder Trusts - WealthCounsel Quarterly (3/1/19)
BASIS/INCOME TAX PLANNING
Estate Planning for IRAs and 401Ks after the SECURE Act -
Webinar Recording
(10/15/20) (1:28:30)
The Benefits of Basis Planning - Blog Post
What’s a Transfer Tax? The Role of Income Tax Planning in an Age of High Exemptions - Webinar Recording
(8/2/18) (51:48)
SELF-DIRECTED IRAs
Self-Directed IRA Investment Options & Rules for Today's Market -
Recorded Webinar
(10/23/20) (1:03:55)