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Products tagged with 'assets'

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Alexa, Prepare My Will! Understanding a Potpourri of Technological Frontiers Affecting the Estate Planning Practice

P9004-19E-18
Learn about unusual assets, like cryptocurrency, and how clients can own, title, and transfer them, along with related cybersecurity concerns. This course also covers electronic wills and issues related to remote witnessing, remote notarization, and custody of electronic documents.
$80.00

Anticipating Conflict in Estate Administration: Plan for Tomorrow – Today

P1904-19E-06
What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.
$80.00

Elder Law Planning with Retirement Benefits

P9007-19E-02
Understand the basics of retirement benefits and relevant tax issues specific to planning with retirement assets in an elder law context.
$80.00

Understanding and Utilizing Financial Affidavits in Divorce Cases

P2000-20E-03
The financial affidavit can be the divorce lawyer’s greatest tool. Learn how to prepare the affidavit with the client and how to effectively disclose and discover income, assets, expenses and debts.
$30.00
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