Trusts & Estates

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Trusts & Estates

Drafting Solutions for Estate Planning Attorneys

Members Talk Wealth Docx Attorney Teresa Nuccio shares how Wealth Docx helps her prepare high quality documents for her clients.


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Trusts & Estates

Trust No One? Deepfakes in Estate Planning

During this video, you will gain knowledge and awareness to combat these emerging digital threats and safeguard the authenticity of your clients’ intentions.

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One Big Beautiful Bill Act: What Estate Planning Professionals Need to Know

Robert S. Keebler shares insights on the One Big Beautiful Bill Act with 8 key takeaways every estate planner should know in this recorded webinar.

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Trusts & Estates

Estate Tax Repeal

Join Robert S. Keebler, CPA, MST, AEP (Distinguished) for a discussion of the implications of the recently introduced bills to repeal the estate tax and the generation skipping transfer tax.

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