The Golden Visa - Mobile Residency for Seniors

Whether you are acting as the attorney in a Guardianship for the Petitioner, the Respondent or as the Guardian ad litem, this course will help you navigate through some of the stumbling blocks you may encounter at the different stages of pleadings, discovery and hearings in adult and minor guardianships.

Learn how to eliminate your client's IRS tax debt instead of merely shifting the tax payment burden to an opposing spouse - who may or may not pay. The presentation will focus on the statutory components of three types of relief from joint and several tax liability with relevant citations to the U.S. Tax Code, Treasury regulations, court opinions, and the Internal Revenue Manual.

The estate plan all too often offers little value to the family if the post-signing “funding phase” of the estate plan is not given both careful consideration of strategy on an asset-by-asset basis coupled with making absolute certain that the client implements the strategy.