Estate Planning/Wealth Transfer

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A Second Look - Estate Planning Using Trust Protectors (PDF PPT ONLY)
Speakers: Carl Waldman
Competence: Technical | Level: Advanced | Session Rating: 4.24 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Trust Planning
Recording Type: Breakout Sessions
Advanced: It's One Year After Tax Reform, Now What...5 ½ Ideas to Share with Your Clients
Speakers: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.39 | Year: 2019
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
Affordable Marketing Concepts for Middle America to the Millionaire Next Door
Speakers: Brian Byars
Competence: Technical | Level: Broad | Session Rating: 4.60 | Year: 2021
Categories: Estate Planning/Wealth Transfer
Recording Type: Breakout Sessions
Back to the Future - Using Techniques from the Past (PDF PPT ONLY)
Speakers: James Monteverde
Competence: Technical | Level: Advanced | Session Rating: 4.58 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Income Tax Planning
Recording Type: General Session
Back-Loaded CLATs: A Shark’s Fin or A Fabulous Gift?
Speakers: Mark Teitelbaum, Robert D. Stuchiner, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.58 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: Breakout Sessions
Best Forum Study Group Ideas (PDF PPT ONLY)
Speakers: Alan C. Kifer, Kenneth Byers, Stuart Farber
Competence: Technical | Level: Advanced | Session Rating: 4.67 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
Best Ideas from 2012 Study Groups
Speakers: Albert Gibbons, Chuck Baldwin, Justin Smith
Competence: Technical | Level: Broad | Session Rating: | Year: 2013
Categories: Estate Planning/Wealth Transfer, Family Matters
Recording Type: General Session
Bullet Proofing LLCs and FLPs (PDF PPT ONLY)
Speakers: John Porter
Competence: Technical | Level: Advanced | Session Rating: 4.44 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Trust Planning
Recording Type: General Session
Burning Questions (and Even Hotter Answers) About Grantor Trusts (PDF PPT ONLY)
Speakers: Sam Donaldson
Competence: Technical | Level: Advanced | Session Rating: 5.00 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Income Tax Planning
Recording Type: Breakout Sessions
Change, the Tax Law and the Little Things that Make Forum Members Successful
Speakers: Howard Sharfman
Competence: Sales | Level: Broad | Session Rating: 4.93 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
Create Clients for Life
Speakers: Mayur T. Dalal, MBA
Competence: Skills | Level: Basic | Session Rating: 5.00 | Year: 2020
Categories: Estate Planning/Wealth Transfer, Family Matters
Recording Type: Breakout Sessions
Deep Dive: Intergenerational Split-Dollar; The Morrissette Case – a Taxpayer Victory (PDF PPT ONLY)
Speakers: James McNair, Senior Tax Partner
Competence: Technical | Level: Advanced | Session Rating: 5.00 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Private Split Dollar
Recording Type: Breakout Sessions
Do You Know What You Don't Know About Premium Finance?
Speakers: Michael Fontanini, Michael Seltzer
Competence: Technical | Level: Advanced | Session Rating: 4.85 | Year: 2016
Categories: Estate Planning/Wealth Transfer, Premium Financing Estate Cases
Recording Type: NED Talk
Don't Miss the Boat: International Clients are Buying a Lot of US Life Insurance
Speakers: Mary Oliva, Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: | Year: 2013
Categories: Estate Planning/Wealth Transfer, International Planning
Recording Type: Breakout Sessions
Don’t Get Capsized by the Blue Wave: Opportunities for Wealth Planning in the Face of Proposed Democratic Tax Policies
Speakers: Edward Renn
Competence: Technical | Level: Broad | Session Rating: 4.13 | Year: 2020
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule
Recording Type: General Session
Estate and Gift Tax Legislative Update
Speakers: David A. Handler, P.C.
Competence: Technical | Level: Advanced | Session Rating: 4.28 | Year: 2013
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
Estate Planning in a New World: It's Not Just about the Tax, It Is about Liquidity
Speakers: Bill Beynon
Competence: Sales | Level: Broad | Session Rating: 4.67 | Year: 2016
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule
Recording Type: NED Talk
Family Matters: Strategies to Preserve the Legacy
Speakers: Meg Muldoon, J.D., LL.M
Competence: Technical | Level: Broad | Session Rating: | Year: 2019
Categories: Estate Planning/Wealth Transfer, Family Matters, Multi-Generational Planning
Recording Type: Webinar
Gifting in Uncertain Times
Speakers: Caroline McKay, JD, LLM, AVP and Counsel with the Advanced Markets Group, John Hancock Insurance
Competence: Broad | Level: Basic | Session Rating: 4.80 | Year: 2020
Categories: Estate Planning/Wealth Transfer
Recording Type: Webinar
Intergenerational Split-Dollar; The Morrissette Case – a Taxpayer Victory
Speakers: James McNair, Senior Tax Partner
Competence: Technical | Level: Advanced | Session Rating: 4.00 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Private Split Dollar
Recording Type: Breakout Sessions

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