Avatar Avatar

Estate and Financial Planning Nuggets for a Time of Turmoil!



Watch Now!
Recording and Slides are Available Here


Join Marty Shenkman and host Steve Leimberg in this 60-minute special LISI webinar where they will cover the following topics:

1. Why and How to structure irrevocable trusts to include an array of non-traditional provisions such as a loan director, hybrid DAPT, LPOA convertible to GPOA, and trust protector with broad powers to address tax uncertainty,

2. What to do about GRATs in an uncertain environment - and why to ask, "What is at the backend of your client's GRAT?"

3. Why and How to repurpose existing irrevocable trusts and transform frogs into trust princes with via decanting or a non-judicial modification, e.g. transform an old minimally useful trust into a new ILIT. If you sell life insurance, this could be an incredible marketing tool.

4. How to address a looming problem too few planners are taking action on: financial conflicts for aging clients - including: Who is (or should be) in charge of what - and what to do about agents under POA, successor trustee on revocable trust, Social Security Representative Payee, long term care insurance lapse designee, joint owner of a bank or brokerage account, etc.

5. Why your client should be re-considering gift provisions under existing durable POAs and Revocable trusts - and why you may want to think about precluding gifts to minimize elder financial abuse - or permitting gifts to minimize state inheritance or estate tax - or expressly authorizing larger gifts to facilitate planning and avoid a Powell issue.

6. Trust protectors - Can a trust protector's power to remove and replace trustees be used to bifurcate the trustee into a general, investment and insurance trustee position? Should revocable trusts include a trust protector?

7. Ethics Opinion 477 now reflects the now common use of tech such as tablet devices, smartphones, and cloud storage. What changes do you need to make in your retainer agreement and other client communications and documentation to reflect this?

8. Why and How to structure irrevocable trusts to include an array of non-traditional provisions such as a loan director, hybrid DAPT, LPOA convertible to GPOA, and trust protector with broad powers to address tax uncertainty,

9. What to do about GRATs in an uncertain environment - and why to ask, "What is at the backend of your client's GRAT?"

10. Why and How to repurpose existing irrevocable trusts and transform frogs into trust princes with via decanting or a non-judicial modification, e.g. transform an old minimally useful trust into a new ILIT. If you sell life insurance, this could be an incredible marketing tool.

11. How to address a looming problem too few planners are taking action on: financial conflicts for aging clients - including: Who is (or should be) in charge of what - and what to do about agents under POA, successor trustee on revocable trust, Social Security Representative Payee, long term care insurance lapse designee, joint owner of a bank or brokerage account, etc.

12. Why your client should be re-considering gift provisions under existing durable POAs and Revocable trusts - and why you may want to think about precluding gifts to minimize elder financial abuse - or permitting gifts to minimize state inheritance or estate tax - or expressly authorizing larger gifts to facilitate planning and avoid a Powell issue.

13. Trust protectors - Can a trust protector's power to remove and replace trustees be used to bifurcate the trustee into a general, investment and insurance trustee position? Should revocable trusts include a trust protector?

14. Ethics Opinion 477 now reflects the now common use of tech such as tablet devices, smartphones, and cloud storage. What changes do you need to make in your retainer agreement and other client communications and documentation to reflect this?

Your registration will entitle you to: 1) the handout materials and 2) Within 24 hours after the webinar, we'll automatically provide you with a link that will enable you to view it at your convenience - as often as you'd like.

Note: There will be no CE credit for Marty and Steve's webinar.

A VERY SPECIAL GUY
A VERY SPECIAL WEBINAR - A VERY SPECIAL CAUSE!

Every LISI member and all of us on the LISI team knows someone who has been touched by cancer. For us, the list is much too long and for some of us, the names on that list are much too personal.

Marty Shenkman and I, and the entire LISI Team, believe that the American Cancer Society has made, and will continue to make, incredible efforts to both defeat cancer and enrich the lives of those who face it.

So

ALL THE PROFITS FROM THIS WEBINAR
WILL GO TO THE AMERICAN CANCER SOCIETY!

Something else you can do:

We'd be delighted if you would join us in joining the American Cancer Society's National Professional Advisor Network (NPAN). It will take a couple of minutes and doesn't obligate you to anything more. It will enhance your resume, get you a free quarterly estate planning newsletter, get you a charitable calculator and other resources, resources to help clients living with cancer or wishing to donate, and more.

Why is this so important? Because merely adding your name will add strength to the American Cancer Society's efforts. It will keep the American Cancer Society name and mission in mind if a client, friend or loved one faces the challenges of cancer.

For those advisers who might benefit, NPAN offers services to help support you and your clients in the community. NPAN gives you information and professional materials to enhance your client relationships - especially with those clients who are affected by cancer. For those of you who are too sophisticated to need these benefits, adding your name and reputation to the NPAN rolls will lend creditability to NPAN in its outreach efforts to other advisers.

This could be the easiest pitch to say "YES" to that you'll ever get hit with.

It's easy. Just click on http://www.Visit cancer.org/npan [it is www.cancer.org/npan] to join in this fight against cancer today, or call 1.866.332.3216 for more information.



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129*. *plus applicable sales tax (if any)

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $99* for this webinar. *plus applicable sales tax (if any)

Forgot Password?

To become a LISI member Click Here



Avatar

Bob Keebler

March 3, 2021 3:00 PM ET - 4:30 PM ET ET

THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS

More Info
Avatar Avatar

Bob Keebler and Christopher Hoyt

March 3, 2021 1:00 PM ET - 2:30 PM ET

The SECURE ACT and the Charitable Remainder Trust - A Deep Dive - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

March 4, 2021 11:00 AM ET - 12:30 PM ET

The Nitty-Gritty Details of Income Tax Basis - A Special Re-Broadcast

More Info
Avatar

Steve Siegel

March 4, 2021 3:00PM ET - 4:30PM ET ET

The Complete Trust Course: Part 1

More Info
Avatar

Paul Hood

March 04, 2021 1:00PM ET - 2:30PM ET

Part 3 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Deductions

More Info
Avatar

Eli Akhavan

March 05, 2021 1:00PM ET - 2:30PM ET

Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions

More Info
Avatar Avatar

Michael Geeraerts Jim Magner

March 05, 2021 11:00AM ET - 12:30PM ET

Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901

More Info
Avatar

Eric Green

March 05, 2021 3:00PM ET - 4:30PM ET

Tax Liens & Tax Levies

More Info
Avatar

Bob Keebler

March 9, 2021 3:00 PM ET - 4:30 PM ET ET

THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS

More Info
Avatar

Linas Sudzius

March 11, 2021 3:00PM ET - 4:30PM ET ET

How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners

More Info
Avatar

Paul Hood

March 11, 2021 1:00PM ET - 2:30PM ET ET

Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax

More Info
Avatar

Steve Siegel

March 12, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 2

More Info
Avatar

Linas Sudzius

March 18, 2021 3:00PM ET - 4:30PM ET ET

Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities

More Info
Avatar

Paul Hood

March 18, 2021 1:00PM ET - 2:30PM ET ET

Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax

More Info
Avatar

Steve Siegel

March 19, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 3

More Info
Avatar

Paul Hood

March 19, 2021 1:00PM ET - 2:30PM ET ET

Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet

More Info
Avatar Avatar

Michael Liebeskind Bryan Bloom

March 19, 2021 3:00PM ET - 4:30PM ET ET

Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021

More Info
Avatar

Eric Green

March 25, 2021 1:00PM ET - 2:30PM ET ET

The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!

More Info
Avatar

Paul Hood

March 25, 2021 1:00PM ET - 2:30PM ET ET

Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles

More Info
Avatar

Mark Merric

March 26, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 2: Capital Accounts Compared to Stock

More Info
Avatar

Steve Oshins

April 02, 2021 1:00PM ET - 2:30PM ET ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique, What Advisors Need To Know for 2021

More Info
Avatar

Mark Merric

April 23, 2021 3:00PM ET - 4:30PM ET ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 3: Deducting Losses and Four Tax Hurdles

More Info