Courses
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$69.00Special Needs and Disability Estate Planning
Join Kenneth Pope for a discussion on special needs and disability estate planning.
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$49.00Capacity and the Aging Entrepreneur
In this session we will discuss the issues surrounding estate planning and the aging entrepreneur.
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$69.00Is Strategic Philanthropy Part of Your Clients’ Estate Planning?
Learn how to help business owners and affluent families maximize giving and minimize taxes.
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$78.00Choosing Your Executor Workshop
This workshop will be a very practical discussion about tips and traps involved in choosing executors of your estate. It will likely expose you to considerations that you have never thought about.
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$44.00Efficient Estate Planning: Maximize Wealth Transfer and Minimize Probate
Using a holistic but comprehensive planning approach, Bryan and his team are going to explain how they maximize wealth transfer for their clients and minimize estate taxes, including probate.
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$44.00Digital Assets, Estate Planning and the Law: What You and Your Clients Need to Know