Estate Planning/Wealth Transfer
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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:
Private Split Dollar
Recording Type:
Breakout Sessions
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
Making the Complex Simple
Speakers
: Brian W. Sak, Sr., CFP, CLU, ChFC
Competence:
Sales |
Level:
Basic |
Session Rating:
4.83 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
Breakout Sessions
Moving Clients from "Charitable Giving 101" to "Charitable Giving 401," While Creating Sizeable Life Insurance Opportunities (PDF PPT ONLY)
Speakers
: Alan Pratt
Competence:
Technical |
Level:
Broad |
Session Rating:
4.01 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
New Hampshire - The Preferred Situs for Perpetual Trusts (PDF PPT ONLY)
Speakers
: Charles H. Baldwin, Joseph F. McDonald, III
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Trust Planning
Recording Type:
Breakout Sessions
New Insurance Sales from Charitable Planning (PDF PPT ONLY)
Speakers
: Scott Schoettlin
Competence:
Sales |
Level:
Broad |
Session Rating:
|
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
New Opportunities in Existing CRTs (PDF PPT ONLY)
Speakers
: Evan Unzelman, James Dyer
Competence:
Technical |
Level:
Broad |
Session Rating:
4.59 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
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
Parent and Grandparent Life Insurance Gifting: Unique Uses of this Tax-Advantaged Property
Speakers
: Howard B. Edelstein, CLU, AEP
Competence:
Sales |
Level:
Basic |
Session Rating:
4.25 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
Breakout Sessions
Per Stirpes or Per Capita
Speakers
: Bruce S. Udell, CLU,ChFC,MCEP,RFC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.34 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
NED Talk
Philanthropic Planning: Where Do We Go From Here?
Speakers
: Scott Schoettlin
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.33 |
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
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
Planning for Today's Family
Speakers
: Dalton Raymond, Randy Zipse
Competence:
Sales |
Level:
Basic |
Session Rating:
3.64 |
Year:
2015
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
General Session
Split Dollar: Why You Should Still Use It, and When You Shouldn’t
Speakers
: Joshua Husbands
Competence:
Technical |
Level:
Broad |
Session Rating:
3.41 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Private Split Dollar
Recording Type:
General Session
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 Family Meeting
Speakers
: Jim Silbernagel, LUTCF, CFP, CEPS
Competence:
Technical |
Level:
Basic |
Session Rating:
4.00 |
Year:
2021
Categories:
Estate Planning/Wealth Transfer
Recording Type:
Breakout Sessions
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