Name: You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions
Start: 2025-01-08T16:00:00-05:00
End: 2025-01-08T17:00:00-05:00

Jan 8

4:00 pm - 5:00 pm

You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions

Jan 7

4:00 pm - 5:00 pm

WOW Your Clients; Accelerate Their Estate Planning

Dec 27

2:30 pm - 3:30 pm

Corporate Transparency Act: Filing Requirements – Practical Panel Discussion On What To Do Now?

Dec 13

12:00 pm - 1:00 pm

What Would You Do?

Dec 12

4:00 pm - 5:40 pm

Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment

Dec 8

December 8, 2024 @ 5:00 pm - December 9, 2024 @ 5:00 pm EST

Million Dollar Solutions (MDS)

Dec 6

December 6, 2024 @ 9:00 am - December 7, 2024 @ 5:00 pm EST

AFELA Unprogram

Dec 5

4:00 pm - 5:30 pm

Step Transaction Doctrine Remains A Key Concern for Successful Planning

Nov 22

12:00 pm - 1:00 pm

Drafting a SLAT (or Two!) in InterActive Legal

Nov 21

4:00 pm - 5:30 pm

Corporate Transparency Act and Trusts

Nov 14

4:00 pm - 5:30 pm

Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

Estate Tax and Financial Planning Conference

Oct 29

October 29, 2024 @ 10:00 am - October 30, 2024 @ 6:00 pm EDT

EVENT CALENDAR

You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions

WOW Your Clients; Accelerate Their Estate Planning

Corporate Transparency Act: Filing Requirements – Practical Panel Discussion On What To Do Now?

What Would You Do?

Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment

Million Dollar Solutions (MDS)

AFELA Unprogram

Step Transaction Doctrine Remains A Key Concern for Successful Planning

Drafting a SLAT (or Two!) in InterActive Legal

Corporate Transparency Act and Trusts

Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

55th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference