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Showing 46-61 of 136 results. Start over
OnDemand Course
Charitable Remainder Trust Fundamentals
Charitable Remainder Trust Fundamentals
William R. Hayes
OnDemand Course
Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents
Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents
Debby Rosenfeld
OnDemand Course
IRS Basis Consistency Requirements and New Rules
IRS Basis Consistency Requirements and New Rules
Joshua R. Driskell
OnDemand Course
Estate Planning for the Family Vacation Home
Estate Planning for the Family Vacation Home
Russell A. Willis III, J.D., LL.M.
OnDemand Course
Estate and Trust Administration Disputes
Estate and Trust Administration Disputes
Steven H. Holinstat
OnDemand Course
Legal Dangers of Outdated Estate Plans
Legal Dangers of Outdated Estate Plans
Ben Schwefel, Jennifer Wilson
OnDemand Course
Dynasty Trust Estate Planning Fundamentals
Dynasty Trust Estate Planning Fundamentals
Kristen Simmons, Heidi Freeman
OnDemand Course
Social Security Benefits: Is It Worth It to Delay?
Social Security Benefits: Is It Worth It to Delay?
Robert Muksian Ph.D.
OnDemand Course
Family Limited Partnership Estate Planning Strategies
Family Limited Partnership Estate Planning Strategies
Cameron L. Hess Esq., CPA, MBT
OnDemand Course
Wealth Transfer Taxes Among Beneficiaries
Wealth Transfer Taxes Among Beneficiaries
Kevin D. Quinn J.D.
OnDemand Course
Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Fundamentals
Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return Fundamentals
John S. Erwin Esq.
OnDemand Course
Issues and Complexities With Income Splitting
Issues and Complexities With Income Splitting
Russell A. Willis III, J.D., LL.M.
OnDemand Course
Fundamentals of Succession Planning
Fundamentals of Succession Planning
Anta Cissé-Green, Jennifer V. Abelaj
OnDemand Course
Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan
Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan
Steven Beck J.D., CFP®, Matt Watkins J.D., LL.M.
OnDemand Course
Overview of Working with Surviving Spouse
Overview of Working with Surviving Spouse
Tereina Stidd