Products tagged with 'assets'

When older couples divorce, unique issues arrive. This program offers insights into those issues nd how to advise your older or empty nest clients on common concerns in the context of divorce, such as double dipping and whether pension benefits in long term marriages are cash flow or an asset (or both).

In our complex financial world, as the scene from Jerry Maguire says, “show me the money,” we are constantly asked to find the hidden assets and trace the flow of cash. This also becomes important in closely-held businesses that are considered “cash businesses.” This program will review techniques for finding these items, how to shape your discovery requests effectively, and the impact on business valuations.

We will review the administration of non-complex estates, including the probate process, trust administration, distribution of assets, tax issues, and advising the individual fiduciary. Attendees will come away with a knowledge of basic estate and trust administration without weeding through the complexities of estate and gift tax planning and returns.