Estate Planning Webcasts 


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    Using Decanting to Change an Irrevocable Trust (With Case Studies)
    (02/26/2014) Steve Oshins, Kristen Simmons, and Mark Dreschler

    Taxation of Divorce
    (11/21/2013) Steve Siegel

    Trust Situs for Dynasty Trusts & DAPTs
    (11/15/2013) Steve Oshins, Esq., AEP (Distinguished) and Eido Walny, J.D.

    Proactive Year-End Financial and Tax Planning Series: Top Estate and Income Tax Planning Strategies
    (11/11/2013) Robert Keebler

    Part 3: Business Succession Planning After the American Taxpayer Relief Act of 2012
    (10/31/2013) Steve Siegel

    Portability: A Planning Game-Changer, But Not as Simple as It Appears
    (9/19/2013) Steve Siegel

    Essential Estate Planning Considerations
    (8/13/2013) Steve Siegel

    Planning After ATRA: Estate Planning for the Mass Affluent In 2013 And Beyond
    (7/18/2013) Michael E. Kitces

    The 3.8% Medicare Surtax and Its Impact on Estates and Trusts
    (6/12/2013) Jeremiah Doyle and Robert Keebler

    Top 10 Estate Planning Ideas for 2013
    (5/6/2013) Robert S. Keebler and Steven J. Oshins

    Proactive Planning in 2013: What CPA Financial Planners Need to Know to Advise Individual Clients
    (5/2/2013) Beth Gamel, Michael E. Kitces, Ted Sarenski and Scott Sprinkle

    The Domestic Asset Protection Trust
    (10/23/2012) Steve Oshins, Esq., AEP (Distinguished)

    Carryover Basis In-Depth: What CPAs  To Know About The New Rules
    (12/14/2010) Robert Keebler & Jonathan Blattmachr

    Asset Protection Strategies
    (9/21/2010) Daniel S. Rubin & Robert Keebler

    Estate and Financial Planning for Clients Living with Chronic Illness 
    (8/10/2010) Martin Shenkman

    2010 Estate Administration: What To Do If Your Client Died During the Gap Period
    (3/18/2010) Robert Keebler & Jonathan Blattmachr




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