Trustee Training: Rights and Responsibilities
October 2, 2017
The 4 Essential Elements Your Future Practice Needs to Survive and Excel
October 19, 2017
Choosing a Care Setting for a Loved One with Dementia
$25.00
When a family member is diagnosed with Dementia, the choices for providing care can be overwhelming if they are still living at home – or when living at home is no longer an option. Join Lisa and Scott as they survey the various types and levels of care, what they include, when each are appropriate, and how to find/obtain them. Learn how you can be a resource for your clients while navigating the difficult decisions about Adult Day Care Centers, In-home Care, Residential Care, Respite Care, and Hospice Care.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Lisa Tyburski and Scott Tarde, Glenner Center
When a family member is diagnosed with Dementia, the choices for providing care can be overwhelming if they are still living at home – or when living at home is no longer an option. Join Lisa and Scott as they survey the various types and levels of care, what they include, when each are appropriate, and how to find/obtain them. Learn how you can be a resource for your clients while navigating the difficult decisions about Adult Day Care Centers, In-home Care, Residential Care, Respite Care, and Hospice Care.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented Scott Tarde, Glenner Center
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The Elusive $15MM – $75MM Entrepreneurial Family
$25.00Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM+ lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.
Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’
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Dunham Trust Company
$25.00In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham
Click play to watch a short video about ‘Secrets from the BoardRoom – Trusts & Public Mutual Funds for Accountants’
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In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
$25.00Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
