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Estate Planning Webinars Estate Tax

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Strafford

[Webinar] New IRS Guidance on Basis Adjustments for Irrevocable Grantor Trusts: Key Issues for U.S. and Non-U.S. Persons - June...

Strafford on

This CLE/CPE webinar will provide estate planners insight on recently issued IRS guidance regarding basis adjustments for irrevocable grantor trusts. The panelist will discuss key items and challenges stemming from Revenue...more

Stark & Stark

[Webinar] Estate Planning: More Important Now Than Ever - July 19th, 6:00 pm - 6:45 pm ET

Stark & Stark on

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Stark & Stark

[Webinar] Estate Planning: More Important Now Than Ever - July 19th, 12:00 pm - 12:45 pm ET

Stark & Stark on

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Stark & Stark

[Webinar] Estate Planning: Important Changes in 2023 - January 24th, 6:00 pm - 7:00 pm EST

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Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more

Stark & Stark

[Webinar] Estate Planning: Important Changes in 2023 - January 24th, 12:00 pm - 1:00 pm EST

Stark & Stark on

Join Robert F. Morris, Esq. for a discussion on recent changes affecting retirement assets (IRAs, 401ks, etc.) and updates to the federal gift and estate taxes. The seminar will include how these changes can affect you and...more

UB Greensfelder LLP

[Webinar] Gifting Beyond the Holidays - December 12th, 12:00 pm - 1:00 pm EST

UB Greensfelder LLP on

Gifting is a critical element of estate planning for high net worth individuals. Ulmer Trust and Estate attorneys Kim Stein, Abbie Pappas, and Erica Carducci will discuss gifting methods, including gifts utilizing the annual...more

Stark & Stark

[Webinar] Estate Planning: More Important Now Than Ever - November 15th, 6:00 pm - 6:45 pm ET

Stark & Stark on

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Stark & Stark

[Webinar] Estate Planning: More Important Now Than Ever - November 15th, 12:00 pm - 12:45 pm ET

Stark & Stark on

Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Stark & Stark

[Webinar] The Administration’s 2022 Proposed Estate and Gift Tax Changes - June 21st, 6:00 pm - 6:45 pm ET

Stark & Stark on

Join Robert F. Morris, Esq., to discuss some important components of the Administration’s proposed changes to Federal Estate and Gift Taxes. The discussion will include how these changes may impact you and your estate plan....more

Stark & Stark

[Webinar] The Administration’s 2022 Proposed Estate and Gift Tax Changes - June 21st, 12:00 pm - 1:45 pm ET

Stark & Stark on

Join Robert F. Morris, Esq., to discuss some important components of the Administration’s proposed changes to Federal Estate and Gift Taxes. The discussion will include how these changes may impact you and your estate plan....more

Stark & Stark

[Webinar] Estate Planning More Important Now Than Ever - March 16th, 6:00 pm - 6:45 pm EDT

Stark & Stark on

This seminar will address topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate, inheritance, and other death taxes...more

Stark & Stark

[Webinar] Estate Planning More Important Now Than Ever - March 16th, 12:00 pm - 12:45 pm EDT

Stark & Stark on

This seminar will address topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate, inheritance, and other death taxes...more

Stark & Stark

[Webinar] Estate Planning More Important Now Than Ever - February 22nd, 6:00 pm - 6:45 pm ET

Stark & Stark on

This seminar will address topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate, inheritance, and other death taxes...more

Stark & Stark

[Webinar] Estate Planning More Important Now Than Ever - February 22nd, 12:00 pm - 12:45 pm ET

Stark & Stark on

This seminar will address topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate, inheritance, and other death taxes...more

Greenberg Glusker LLP

[Webinar] Adding Some Spice: How International Ties Flavor Estate and Gift Tax Planning - January 29th, 10:00 am - 11:00 am PST

Greenberg Glusker LLP on

Please join us on January 29th as we discuss the following topics on estate and gift tax planning for clients with international ties: - Gifting to a non-citizen spouse - The difference between U.S. “residency” for...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] To Give or Not to Give: Considerations for Year-End Gifting - December 15th, 12:00 pm - 12:30 pm ET

As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any gifts they make now or in the future. Join Whitney O’Reilly in this interactive webinar...more

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