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Solutions/On Demand/Audio/Concepts & Analysis of Trusts & Estate Planning

Concepts & Analysis of Trusts & Estate Planning

Roy Adams Cannon Financial On Demand TeleconferenceJ. Phil Buchanan

 

 

 

 

 

 

 

  

Cannon Financial Institute is proud to present the new Audio Series: CONCEPTS AND ANALYSES OF TRUSTS & ESTATE PLANNING, created for professionals in the financial services industry. The Audio Series consists of six CDs with over seven hours of valuable information. 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.

The Audio Series can be used in one of three unique ways. One approach is to simply listen (and re-listen) to the rules and issues lectures and use the series as a technical review and reference guide. A second approach is to use the “Key Questions Conversation” to obtain the insight needed to respond to potential client questions. The third approach is to simply enjoy the lecture and question and answer series as a whole and refresh your knowledge, while traveling, while at home or at your office.

Program Facilitators:

J. Phil Buchanan
Lawrence T. Divers
Daniel Smith
Duane E. Lee, II

Program Contents:

Disc 1

Introductions-1:09
Overview of Fiduciary Law-10:44
Fiduciary Law Q&A-10:02
Overview of Property Law-14:12
Property Law Q&A-7:33
Fiduciary Taxation-21:36
Fiduciary Taxation Q&A-8:46

Disc 2

Gift Taxation-6:54
Gift Taxation Q&A-9:11
Estate Tax Overview-21:11
Estate Tax Q&A-5:29
Generation Skipping Transfer Tax-20:12
Estate Settlement-5:47
Estate Settlement Q&A-4:14

Disc 3

Agencies and Revocable Living Trusts-9:40
Agencies and Revocable Living Trusts
Q&A-4:12
Powers of Appointment-12:33
Powers of Appoinment Q&A-4:12
Credit Shelter-14:10
Marital Deductions & Marital Trusts
Q&A-14:21

Disc 4

Philanthropic Accounts-31:53
Philanthropic Accounts Q&A-7:18
Investment Driven Irrevocable Trusts-29:29
Investment Driven Irrevocable Trusts
Q&A-5:45

Disc 5

Introductions & Overview-5:06
Economics and the Markets-24:07
Economics and the Markets Q&A-4:50
Portfolio Management Theories and
Concepts-31:13
Portfolio Management Theories and
Concepts Q&A-2:24

Disc 6

Investment Instruments Overview-31:09
Client Objectives and Constraints-12:58
Client Objectives and Constraints
Q&A-16:37
Measures & Ratios Q&A-16:20

COST

The price for 6 CDs included in the “Concepts and Analyses of Trusts & Estate Planning Audio Series” is only $125.

Order Now

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