2024 Trust Litigation Update
The world is in the midst of the greatest transfer of wealth ever recorded. Baby Boomers retired with more wealth than any earlier generation and retired with more...
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2024 Trust Litigation Update
The world is in the midst of the greatest transfer of wealth ever recorded. Baby Boomers retired with more wealth than any earlier generation and retired with more...
Drafting Small Commecial Real Estate Leases
In small space leases, tenants are much more sensitive to the cost or reviewing and negotiating lengthy leases. Also, use restrictions in lengthier leases can unduly...
Trust and Estate Planning for Retirement Plans - IRAs, 401(k)s and More (Live Replay from November 3, 2023)
The single biggest asset most clients have is their retirement account – IRAs, 401(k)s, other defined benefit plans, and annuities. These retirement plans are often...
How to Hold Business Interests in a Trust
There are tax and other benefits to holding a closely-held company or other business interests in a trust. But there are also substantial risks. Trusts are...
Asset Protection Techniques for Real Estate (Live Replay from October 10, 2023)
Appreciated real estate is often the most valuable asset held by a client. Real estate as an asset class is also frequently subject to depletion through divorce,...
2024 Advanced Estate Planning and Fiduciary Law Survey Course
Designed as a survey for individuals who practice routinely in the area of estate planning and have several years of prior experience, this program addresses a series...
Defending Estate and Gift Tax Audits
The IRS reviews every estate and gift tax return and audits them at a far higher rates than income tax returns. When a client return is chosen for examination and...
2024 Basics of Will and Revocable Trust Drafting
In this program manuscript, experienced practitioners address the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable...
2024 Basics of Will and Revocable Trust Drafting
In this program, experienced practitioners address the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable...
Basics of Estate Planning
Starting off with a definition, this session identifies the fundamental goals and objectives of estate planning, explores forms of ownership and beneficiary...
Will Drafting: Non-tax Issues
Review important definitions pertaining to non-tax issues, and dive into a discussion of various provisions (including payment of debts and expenses; guardianship;...
Will Drafting: Tax Issues
Find out how to plan for estate tax savings with marital and credit shelter trusts, then discuss tax implications of fiduciary selection and fiduciary powers.
Revocable Trust Drafting
Gain insight into the use of revocable trusts as the presenter explores funding issues and transfer of assets to trusts, disposition of personal property and real...
2024 Basics of Estate Administration
Estate administration can be a lengthy and complex process rife with potential pitfalls and costly missteps. Even the most seemingly straightforward case can quickly...
North Carolina Estate Administration Manual, Supplemented 10th Edition (2022/2024)
Considered the gold standard for NC estate practitioners, this updated edition of the bestselling procedural guide — released in February 2022 and supplmented in...