
Class One: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Prelude with Bob Keebler
Watch Now! |
---|
Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?
This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:
· Class One - Prelude with Bob Keebler Thursday May 3rd 3:00-4:30pm ET
Now that we know what’s in the tax bill, it’s critically important that advisors get quickly up to speed on how their best clients will be impacted. Specifically, Bob will cover: the new tax rates and brackets, overhaul of common deductions, new limitations on excess business loses and business interest expense, and the new deduction for qualified business income."
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 $149*. *plus applicable sales tax (if any)
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 $129* for this webinar. *plus applicable sales tax (if any)

Bob Keebler
March 9, 2021 3:00 PM ET - 4:30 PM ET ET
THE TAX ASPECTS OF DECANTING AND REFORMING TRUSTS
More Info
![]() |
![]() |
Michael Geeraerts Jim Magner
March 10, 2021 11:00AM ET - 12:30PM ET ET
Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901 - A Special Re-Broadcast
More Info
![]() |
![]() |
Alan Gassman and Brandon Ketron
March 10, 2021 1:00PM ET - 2:30PM ET ET
PPP and Employee Retention Credit (ERC) Update - What's New and What's Still to Come!
More Info

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

Bob Keebler
March 11, 2021 11:00 AM ET 12:30 PM ET
IRAs Payable to Trusts After the Secure Act – 2021 Estate Planning Edition
More Info

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

Bob Keebler
March 12, 2021 3:00PM ET - 4:30PM ET
THE AMERICAN RESCUE PLAN ACT of 2021: What the Sophisticated Advisor Needs to Know Now!
More Info

Bob Keebler
March 16, 2021 3:00PM ET - 4:30PM ET ET
Tactical and Strategic Roth Conversions in 2021
More Info

Linas Sudzius
March 18, 2021 3:00PM ET - 4:30PM ET ET
Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities
More Info

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
![]() |
![]() |
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

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
Bob Keebler
March 23, 2021 3:00PM ET - 4:30PM ET ET
Tactical and Strategic Roth Conversions in 2021 - A Special Re-Broadcast
More Info

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

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

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

Paul Hood
April 1, 2021 1:00PM ET - 2:30PM ET ET
Family Business Succession Planning-It’s a Contact Sport!!!
More Info

Steve Oshins
April 2, 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
