Wealth Planning Webinars

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View financial services industry webinars on wealth planning.

  • Nov 13, 2013
    Education

    New Ways to Pay Estate-Related Costs: The Hidden Value of Personal Assets

    Do you have clients who, one day, may find themselves unable to pay estate-related costs? Insurance is not always a panacea—and an estate that has readily marketable assets may not have the liquidity to pay estate fees, taxes and other costs....More
  • Oct 30, 2013
    Education

    Family Business Succession Essentials: New Approaches To An Old Dilemma

    As many estate and financial planning professionals are painfully aware, family businesses don't always survive the generations—and this failure has little to do with the tax planning....More
  • Sep 17, 2013
    Education

    Trust Protector - Trust(y) Watchdog or Expensive Exotic Pet?

    It's no secret that the trust protector has become the new kid on the trust block, with powers ranging from removing and replacing trustees, to adding or deleting beneficiaries, to a virtual re-writing of a trust....More
  • Jul 28, 2013
    Education

    Estate and Income Tax Planning After the DOMA Ruling

    On June 26, 2013, the U.S. Supreme Court struck down in the Windsor case the Federal Defense of Marriage Act (DOMA), thereby enabling married same-sex couples to enjoy the same legal rights as heterosexual married couples. Same-sex married couples will now enjoy benefits including:...More
  • Jul 23, 2013
    Education

    Digital Estate Management in the Era of Big Data

    This webinar is presented by Gen-Ark™, a provider of secure, permanent, and private-cloud archival services to prominent families and institutions. As the first generations to have "gone digital" come of age, determining safe, secure, and private Digital Estate Management solutions is becoming a prevalent concern....More
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