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LAW - Asset Protection/Estate Planning Seminars, Webinars and Training Providers

Seminars / Courses

Estate Planning and Administration: The Complete Guide (3 dates/locations)
Estate Planning for Farmers and Ranchers (4 dates/locations)
Estate Planning from A to Z (7 dates/locations)
Estate Planning: The Ultimate Guide (6 dates/locations)
Estate Planning: Top 7 Tools to Know (3 dates/locations)
How to Use Trusts to... (3 dates/locations)
Step-by-Step Guide to Drafting Wills and Trusts (12 dates/locations)
Trusts 101 (14 dates/locations)
Trusts From A to Z (7 dates/locations)
Trusts: The Ultimate Guide (8 dates/locations)
Trusts: The Ultimate Guide (1 dates/locations)
Wills and Trusts 101 (7 dates/locations)

Audio Conferences / Teleseminars

Estate Planning for Farmers and Ranchers: New Rules and Top Challenges (1 dates/locations)
Estate Planning: New Laws That Make Old Tools Obsolete (1 dates/locations)
IRA Distributions in Estate Planning: Trusts as Beneficiaries (1 dates/locations)
IRA Trusts: Top Mistakes (1 dates/locations)
Is the Will Valid? Testator Mental Capacity and Influence by Heirs (1 dates/locations)
Special Needs Trusts vs. ABLE Act Accounts: Weighing the Pros and Cons (1 dates/locations)
Trusts Asset Protection: New Critical Case Law You Need to Know (1 dates/locations)

Live Webinars

Drafting a Living Trust: From Start to Finish (1 dates/locations)
Estate Planning from Start to Finish (1 dates/locations)
Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan (1 dates/locations)
Fundamentals of Beneficiary Defective Inheritor's Trust (1 dates/locations)
Fundamentals of Succession Planning (1 dates/locations)
IRA Beneficiaries: Trusts, Individuals and Distributions (1 dates/locations)
Land Trust Fundamentals (1 dates/locations)
Special Needs Trusts: New Rules and Planning Strategies (1 dates/locations)
Specialized Firearm Trusts (1 dates/locations)
Step-Up Basis in Trusts and LLCs (1 dates/locations)
Trusts from Start to Finish (1 dates/locations)
TRUSTS: Changes Under the New Tax Rules (1 dates/locations)

On-Demand Webinars

Basics of Trust Administration
Estate and Gift Tax Audits
Legal and Ethical Challenges in Assessing Your Client's Mental Capacity
Medicaid Eligibility and Estate Recovery: Estate Planning Techniques
The Role of Lifetime Gifts in Estate Planning

PTR Training On-Site Training Options

Our featured training provider, PTR Training has dozens of highly sough after curricula delivered on-site at your organization. If you have 10 or more people to be trained together, review the impressive array of classes available from PTR Training.

 

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