George D. Karibjanian cautions of some underlying implications resulting from the Uniform Fraudulent Transfer Act becoming the Uniform Voidable Transactions Act that may catch some practitioners off-guard.
Understanding Florida’s laws regarding the descent and devise of “homestead” property can be difficult for even the most experienced estate planning practitioners, and this quagmire has become even more complicated by recent case law.
On June 26, 2013, the U. S. Supreme Court (the Supreme Court) issued its decisions in the cases of Windsor v. United States and Hollingsworth, et. al. v. Perry et al., thus ending the judicial fight of the validity of the federal “Defense of Marriage Act,” and ending “Round 1” of the judicial fight regarding comparable state law statutes and constitutional provisions.
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More
When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame. Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities....More
You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios....More
This complimentary webinar will explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively....More