Publications | Book
Leveraging Life Insurance Premium Payments: Using Split-Dollar and Related Party Premium Financing Techniques, Second Edition
Retirement is a major life transition that you must "do right" from the start. Forgetting to factor in inflation and taxes, misunderstanding financial market return expectations, ignoring sequence risk, or even failing to involve spouses or partners in planning, are a few of the perils of ignoring sound financial planning that will be addressed in this program.
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The content of this program does not meet requirements for continuing legal education (CLE) accreditation. You will not receive CLE credit for participating.
View and register for all the programs in the retirement series!
Financial Services & Retirement Planning
SL2305FIN2OLC
60
5/31/2023 12:00:00 AM
Publications | Book
Leveraging Life Insurance Premium Payments: Using Split-Dollar and Related Party Premium Financing Techniques, Second Edition
Publications | Book
Sales & Use Tax Deskbook, 37th Edition, 2023-2024
Publications | Book
Property Tax Deskbook, 29th Edition, 2024
Sep
18
2025 Skills Training for Estate Planners
CLE 60 min
This program is a consolidated take on the ideal estate planning CLE program for both new and experienced lawyers. Young and transitioning lawyers new to the practice will receive an educational expe…
Jul
29
Events | Webinar
Special Rules in Fiduciary Income Tax
CLE 90 min
Basics of Fiduciary Income Tax Series - This last program in the series will provide an introduction to special rules in the taxation of trusts and estates, including the separate share rule, multipl…
Jul
28
Events | Webinar
End-of-Life Planning from a Physician's and a Lawyer's Perspective
CLE 60 min
Join us for a conversation between a physician and a lawyer about end-of-life planning, including planning for organ donation and funeral planning. Learn how medical elections in an advance directive…