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Estate Planning > Audio CDs

Audio CDs

Planning Fundamentals for Illiquid Assets	$206.95
This teleconference will review a broad range of issues and planning opportunities affecting illiquid assets, including both pre- and post-death planning.

Basics of Trust Administration	$206.95
This teleconference will provide an overview of basic principles of trust administration under U.S. law, including powers and duties of trustees; relations with beneficiaries; removal and replacement of trustees.

Long Term Care Insurance in Estate Plans	$206.95
Clients spend a lifetime building financial security for their retirement, often with the desire to pass the assets on to their family or charity rather than loose it to the cost of long-term care.

A Primer on International Estate Planning	$206.95
This teleconference specifically reviews basic transfer tax issues for U.S. citizens, noncitizen residents and nonresident aliens; the treatment of foreign and domestic trusts; and estate planning issues concerning noncitizen spouses.

Social Media Guidelines for Estate and Financial Planners	$206.95
Gain a better understanding of the role of integrated marketing campaigns to syndicate content into the market with tools like webcasts, videos, articles, podcasts and PR. promotion.