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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

Business Valuation to Discover The Games People Play

P9000-19E-04
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.
$59.00

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

What Is Income and How to Find It

H8053-19E
Address the various types of earned and passive income and how to identify them on individual and corporate tax returns.
$59.00
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