Products tagged with 'assets'

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.

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.

Understand the business valuation report prepared by a valuator skilled in valuations for divorce and how to use various pieces of the expert’s report. Learn how a business valuation expert can help develop the owner’s true economic income for support, find hidden assets, and trace source of assets.

Understand the basics of retirement benefits and relevant tax issues specific to planning with retirement assets in an elder law context.

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.

Address the various types of earned and passive income and how to identify them on individual and corporate tax returns.