Search

Promissory Notes – Everybody is Doing Them, But are They Doing Them Correctly? Opportunities to Maximize Related Planning Benefits and Minimize Corresponding Risks

Learn about the opportunities loans may provide in the current environment as well as how to mitigate certain risks when making such loans.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-21E-15
$80.00 or 1.00 credits
decrease increase
Share

Faculty: 

Benjamin N. Feder, Strauss, Malk & Feder LLP, Chicago

Carrie A. Harrington, Levenfeld Pearlstein LLC, Chicago

Expires: 5/1/2023

Faculty: 

Benjamin N. Feder, Strauss, Malk & Feder LLP, Chicago

Carrie A. Harrington, Levenfeld Pearlstein LLC, Chicago

Expires: 5/1/2023

Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Customers who bought this item also bought

The SECURE Act and other Recent Developments in Estate Planning for Retirement Assets

P9004-21E-09
The SECURE (“Setting Every Community Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act brought a sea change in estate planning for retirement benefits. Understand the latest developments with respect to retirement assets and other recent happenings in this area.
$80.00

Intersection of Alternative Investments & Estate Planning: Taxation, Planning and Fiduciary Risk Issues

P9004-21E-13
There are good reasons to hold alternative investments in trust and other estate planning vehicles, but these assets can be complicated, and they present special risks for fiduciaries and beneficiaries alike. Understand the characteristics of alternatives, the risks associated with them, and how the risks can be addressed in the estate planning process and in trust and estate administration.
$80.00

What Did We Do Last Year? Post-Inauguration Planning Strategies (SLATs, GRATs, IDGTs, QPRTs and more!)

P9004-21E-16
Many clients used specific estate planning techniques prior to year end based upon projections about who would be President, the makeup of Congress, anticipated estate tax laws, and predictions about the economy and interest rates. Now that some of these issues are settled, we will review estate planning techniques that are available and discuss how to fix what we did and resolve client remorse.
$80.00
Filters
Sort
display