Knowledge Base : Webinars

Webinars - 102 min

Tech and Remote Work More Practical and Actionable Tips

This webinar is about the importance of automating processes, documents and the adequate use of the tools provided to make remote work more efficient....

"Read More"

Webinars - 105 min

Core Estate Planning Documents During Covid

We are living in difficult times: stock market declines, economic turmoil (according to many a recession), the strain of quarantine, and mostly the worries and health challenges of coronavirus. What steps can a...

"Read More"

Webinars - 15 min

Achieving Peak Performance in a Challenging Covid World

The current COVID climate has caused a significant increase in stress, anxiety, financial instability, and changes to work and family structure. This webinar is about how to find balance in an unbalanced world....

"Read More"

Webinars - 108 min

Tech, Remote Work and More

Experts in the trust area talk about what estate planners need to know about tech, remote work and more. See the video below to get the information about this area....

"Read More"

Webinars - 105 min

Best Vehicles for Estate Tax Planning Now- And Best Way to Draft Them

Martin Shenkman talks about our program for best vehicles for state tax planning and how to draft and integrate practical planning and drafting suggestions....

"Read More"

Presentations, Webinars - 75 min

Paycheck Protection Program of the CARES Act

The Paycheck Protection Program and loan forgiveness are intended to provide economic relief to small businesses nationwide adversely impacted under the Coronavirus Disease 2019 (COVID-19) Emergency Declaration...

"Read More"

Webinars - 68 min

Estate Planning Roadmap 2019-2020 Part 2

In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth. Planning for large estat...

"Read More"

Webinars - 64 min

Estate Planning Roadmap 2019-2020

While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challeng...

"Read More"

Webinars - 90 min

Current Developments Jan-Apr 2019, New Ideas and More

This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019. Included in the discussion will be an analysis of the Sanders tax bill which might serve as a bl...

"Read More"