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October 31, 2025Meet the New Law, Same as the Old Law – Estate Planning in Uncertain Times1 hr 15 minPlay
October 31, 2025Lesser-Known but Useful Trusts for Planners to Have in Their Toolbox – When to Consider, Challenges to Use, and Variances in Use1 hr 15 minPlay
October 31, 2025Napkins, Notebooks, and the Tablet Testator – Statutes, Screens and the Slippery Slope of Non-Traditional Wills1 hr 17 minPlay
July 07, 2025Stand Alone Session 4: Written in Sand or Carved in Stone? Common Form 709 Mistakes – Can the Damage Be Undone?1 hr 45 minPlay
July 07, 2025Stand Alone Session 3: Planning to Report: The Practical, Ethical, and Technical Aspects of Gift Tax Return Preparation2 hrPlay
July 07, 2025Stand Alone Session 2: No Loonies, Mo' Problems: Gift Planning With Non-Cash Assets1 hr 50 minPlay
July 07, 2025Stand Alone Session 1: Avoiding the Collapse of Gift Plans and Steering Clear of Estate Inclusion1 hr 57 minPlay
July 07, 2025What Even You Need to Know About Foreign Trusts, Assets and Beneficiaries1 hr 17 minPlay