Products
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Never Too Early to Plan Ahead: How People Can Pay Less Death Taxes
Course5.0 average rating (3 reviews)The federal estate tax exemption is at a historic high but soon will be cut in half. In 2024, the federal estate tax rate is an enormous 40% if you have over $13.61 million in total assets as an individual.
$85
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The McGee Case: SNT Trustee's Best Friend or Worst Nightmare?
Course5.0 average rating (15 reviews)The landmark McGee decision sets the standard for SNT trustees in the proper administration of SNTs. This session equips trustees with an authoritative grasp of the post-McGee legal terrain.
$85
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Cracking the Judicial Code: Enhancing Attorney and Fiduciary Communications
Course4.5 average rating (4 reviews)Discover the key factors influencing judicial rulings and learn techniques for crafting persuasive arguments, structuring written submissions, and delivering compelling oral presentations that resonate with judges.
$99
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Digital Tools for Special Needs Planning: Empowering Professionals
Course5.0 average rating (2 reviews)Learn how to leverage digital innovations to streamline your workflow, enhance collaboration with clients and colleagues, and improve overall efficiency and effectiveness in your practice.
$119
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Judicial Perspectives Unveiled: Practical Insights on SNT Attorney and Trustee Fee Requests
Course5.0 average rating (3 reviews)Learn best practices for presenting fee requests, including strategies for effectively justifying the requested fees based on factors such as complexity, time spent, case outcomes, and fiduciary duties.
$99
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Advanced Fiduciary Tax Planning Strategies for Third-Party Special Needs Trusts
Course5.0 average rating (2 reviews)Designed for special needs attorneys, financial advisors, and trust administrators, this course delves into the intricacies of managing and optimizing tax considerations for trusts established to support individuals with special needs.
$119