Estate and Gift Tax Rule

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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
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
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
It's One Year After Tax Reform, Now What? 3 1/2 Legacy Planning Ideas to Share with Your Clients
Speakers: Michael Amoia
Competence: Technical | Level: Broad | Session Rating: 5.00 | Year: 2019
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: Webinar
Life Insurance Policy Valuation: What You Don’t Know Can Hurt You (PDF PPT ONLY)
Speakers: Jon B. Mendelsohn, Michael Amoia, J.D., LLM (Tax), CFP, CLU, ChFC, Robert C. Slane, AEP, CLU
Competence: Technical | Level: Advanced | Session Rating: 4.84 | Year: 2014
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
Lunch Session: Marketing Opportunities Under the Tax Act
Speakers: Marvin Blum, JD, CPA
Competence: Sales | Level: Broad | Session Rating: 4.27 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
Out of the Estate but Not Out of Reach – Flexible Trust Funding Techniques Providing Indirect Future Access
Speakers: Michael Fontanini MT, CFP®, CLU®
Competence: Technical | Level: Broad | Session Rating: 4.23 | Year: 2020
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
Planning Beyond the Basics When Working with Large Real Estate Clients
Speakers: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.72 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: Breakout Sessions
State-of-the-Art Life Insurance Planning for UHNW Clients
Speakers: Robert W. Finnegan
Competence: Technical | Level: Advanced | Session Rating: 4.29 | Year: 2017
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: NED Talk
Strategies Used to Support Life Insurance to Pay Estate Tax Liabilities (PDF PPT ONLY)
Speakers: Chris Erblich
Competence: Technical | Level: Broad | Session Rating: 4.94 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
Tax and Budget Policy in the New Congress (PDF PPT ONLY)
Speakers: Kenneth J. Kies
Competence: Technical | Level: Broad | Session Rating: 4.83 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
The Role of Life Insurance in Large Liquid Estates (PDF PPT ONLY)
Speakers: Michael Mingolelli, Jr., Esq.
Competence: Technical | Level: Broad | Session Rating: 4.15 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
Using Life Insurance to Stabilize a Portfolio
Speakers: Thomas J. Pauloski, J.D.
Competence: Sales | Level: Broad | Session Rating: 4.74 | Year: 2014
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
You Met Mr. and Ms. Big, What Happens Next
Speakers: Jeff Cohen
Competence: Sales | Level: Broad | Session Rating: 4.16 | Year: 2016
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: NED Talk

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