Concepts and Analyses of Trusts & Estate Planning - Digital Audio Series
Each program outlines, presents, and analyzes key Trust & Estate Planning rules and concepts in a “Rules and Issues Lecture” section. This is followed by “Key Questions and Conversation” between the program facilitators, highlighting and discussing specific areas of ambiguity or common misperceptions and directing the listener to the appropriate conclusion. Use this program as a technical review of trust concepts, or use portions of the program to prepare for upcoming client discussions.
You will receive a password via email to log in to the digital audio portal. From there, you can listen online or download to your devices.
- Property Law
- Tax Law
- Estate Tax and GSTT
- Types of Accounts and Trusts
- Economics and the Market
- Investment Instruments