Personal Financial Planning Estate Events 

     

    Welcome to the Estate section of the PFP Learning Library! Click below to access related podcasts, videos, webcast recordings and presentation materials.

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    Date
    Event Type
    Event Name
    SpeakerFilter
    Topic
    Series
    8/25/2015PodcastAdvising Clients on Dissolving Family Limited Partnerships and LLCs
    Martin Shenkman
    Estate; Tax
    7/30/2015PodcastTermination of an Insurance Trust
    Martin Shenkman
    Estate; Risk Management
    7/15/2015PodcastTop Tips for Effective Trust Income Tax Planning
    Robert Keebler
    Estate; Tax
    7/14/2015PodcastRequired Minimum Distribution Regulations
    Robert Keebler
    Estate; Retirement
    7/8/2015PodcastTop Tips to Protect Client Assets
    Robert Keebler
    Estate
    7/8/2015WebcastAsset Protection Strategies: Charging Order Protected Entities, Dynasty Trusts, DAPTs, Hybrid DAPTs and More
    Robert Keebler, Steve Oshins
    Estate
    7/7/2015PodcastAdvanced Strategies for Generation Skipping Transfer Tax Planning
    Robert Keebler, Jonathan Blattmachr
    Estate; Tax
    6/23/2015PodcastAdvising Clients on When and How to Update Estate Planning Documents
    Susan Bruno
    EstateThought Leadership
    6/5/2015PodcastAdvising Clients on Balancing Retirement and Education Savings
    David Stolz
    Estate; Retirement
    5/27/2015PodcastClients & Their Cognitive Decline
    Ted Sarenski
    Estate; Practice Management


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