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Live Webinars

Alan Gassman
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
In this session, Alan Gassman, JD, LLM will cover these key topics:Revocable vs. irrevocable trusts: benefits and trade-offs.Trust structures for specific goals:Dynasty trusts for…
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Alan Gassman
Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning
In this session, Alan Gassman, JD, LLM will cover these key topics:Techniques for reducing estate tax exposure:Valuation discounts for minority interests.Lifetime exemption…
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Bob Keebler
Planning Now For the 2026 CLIFF
The scheduled reduction of the Federal Estate Exemption amount by one half on January 1st 2026 is causing a great many affluent taxpayers to consider what actions to take with…
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Jeremy Curtis
Estate Planning for Advisors: From Basics… to Brain Surgery
Join attorney Jeremy Curtis, JD, MS, CFP® of The Curtis Law Firm, PLLC (Houston, Texas), for a dynamic and visually engaging presentation covering essential estate planning topics…
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Scott Levin
The Premature Demise of the Trust-Based Estate Plan
Due to the High Federal Estate Tax Exemption amount and Portability, many estate attorneys, CPAs, and Financial Advisors have abandoned Trust based estate planning. Although many…
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