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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