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Estates & Trusts

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Recorded on: Apr. 25, 2013

Taken from the Web Program International Estate & Tax Planning 2013 Recorded April, 2013 in New YorkCase Study: Fundamental Concepts [01:00:46] Developing an integrated estate and tax plan for assets governed by civil law principles of marital property and succession How civil law entities such as foundations compare with common law trusts, and the potential advantages and disadvantages of each Using trusts effectively in succession planning ...

Recorded on: Sep. 20, 2013

Taken from the Web Program 44th Annual Estate Planning Institute Recorded September, 2013 in New YorkCharitable Planning Tax Strategies [00:56:05] Savvy planning under the 2012 American Taxpayer Relief Act Avoiding bad heir days and near-death tax experiences Gathering windfalls and avoiding pitfalls The purchase price of this segment includes the following article(s) from the Course Handbook available online: Charitable Planning Tax StrategiesConrad ...

Recorded on: Apr. 24, 2013

Taken from the Web Program 25th Annual Elder Law Institute Recorded April, 2013 in New YorkEthics in Elder Law [01:03:37] Attorney Client problems with multiple family members - who is the client? Avoiding crossing the line - self dealing vs. client's interests and wishes Use and abuse of Power of Attorney Who can tell you what is right and wrong? The purchase price of this segment includes the following article(s) from the Course Handbook ...

Recorded on: May. 30, 2013

Taken from the Web Program New Jersey Basic CLE Marathon Recorded May, 2013 in New YorkNew Jersey Basic Estate Planning [01:03:36] Estate planning interviews and financial planning considerations Guardianships Drafting estate planning documents Execution and retention of estate planning documents Review of significant cases The purchase price of this segment includes the following article(s) from the Course Handbook available online: New ...