Live Webinars
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…
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…
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…
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…
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…