Trusts & Estates

Oct

17

Events | Webinar

Decedents and Income Tax Audits - What to Expect and How to Proceed

CLE 90 min

This presentation covers handling audits, tax liabilities, and irregularities when a taxpayer dies.

Oct

16

Events | Webinar

Tax-Free Compounding: The Most Powerful Force in Investing and How to Achieve It with Private Placement Life Insurance (PPLI)

CLE 60 min

Private Placement Life Insurance (PPLI) is a sophisticated tool that offers significant tax advantages, making it one of the most powerful strategies for wealth preservation and growth.

Oct

15

Events | Webinar

Using Split Dollar Arrangements in Business and Estate Planning

CLE 90 min

This presentation will cover the types of split dollar arrangements, exit strategies, applications and their tax consequences.