All Events
Successor Trustee Workshop
This session is geared toward your successor trustees, family members and helpers, but is also a good refresher course for you, the client! Join us for this general overview of trusts, trustees, beneficiaries, and other important information that your successor trustees and helpers need to know. Make sure your fiduciaries who may not be able to attend this workshop in person either dial-in or log-in to the conference call/webinar. From our experience, this workshop is becoming one of the most helpful tools for those whom you have appointed to make sure that your estate plan works and your family is taken care of.
Special Conference Call: Act Now to Take Advantage of New Medicaid Planning Opportunities for 2012
Are you concerned about losing your home and assets if you or a loved one are admitted into a nursing home? With the new Medicaid law and new estate and gift tax exemptions, act and plan now (before December 31, 2012) to take advantage of the additional opportunities that exist in 2012 for proactive planning to protect assets for your family. This workshop is designed to educate you on what asset protection planning you should consider now, while you or your loved one are healthy and before entering a nursing home.
The Inherited IRA Strategy
Thinking about how to take care of your grandchildren or how to make sure that your children have enough money for their retirement? The inherited IRA laws now make it easier and more attractive to provide substantial wealth to your children and grandchildren through proper IRA planning. Attend this session to learn about the Inherited IRA Strategy, where we will discuss how to keep IRAs growing tax deferred for decades after the death of the IRA owner and help your family address the Social Security crisis.
Social Security & Medicare
One of our most popular sessions! A member of the Social Security Administration will provide a comprehensive overview of the complex topics of Social Security and Medicare and will be available to answer questions that you have regarding Social Security and Medicare.
Special Conference Call: Legal Update and Estate Tax Laws in Light of the Election -- What to Expect
Now that the election is over, how will the next Congress and President act with regard to estate tax laws? Join us for a “year-end” review of what has happened in 2012, plus a look at things to come.
In Office Workshop: Legal Update and Estate Tax Laws in Light of the Election -- What to Expect
Now that the election is over, how will the next Congress and President act with regard to estate tax laws? Join us for a “year-end” review of what has happened in 2012, plus a look at things to come.