Reporting Elder Abuse: Should I? Must I? Or Must I Not?
March 19, 2017
Understanding Exit Options: What Advisors Need to Know to Help Clients Make Sound Transition Decisions
March 19, 2017
When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”
$25.00
What should you do – and what can you do – with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world? Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by R.J. Kelly and Addie Murdock
PREVIEW:
What should you do – and what can you do – with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world? Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by R.J. Kelly and Addie Murdock
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The Gathering 2018 – The Complete Package
$300.00Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.
The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.
(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Reporting Elder Abuse: Should I? Must I? Or Must I Not?
$25.00Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals. These are especially prevalent in the health care and financial fields. However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information. Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Peter Myers and Sheila K. Robello
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Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
