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Latest Past Events
Tuesday, October 18 – Estate Planning for LGBTQ+ Individuals and Couples (Webinar)
Online WebinarThis webinar will cover estate planning issues for LGBTQ+ individuals and couples.
Tuesday, July 26 – Charitable Giving with Noncharitable Trusts (Online Webinar)
Online WebinarThis webinar will address charitable giving with existing noncharitable irrevocable trusts as well as designing new trusts with flexibility.
Wednesday, July 13 – The Family LLC – An Alternative for Clients Concerned about Potential Future Grantor Trust Legis. (Online Webinar)
Online WebinarThis webinar will discuss the dynamics of the Family LLC (FLLC), including how this strategy helps reduce transfer taxes to the next generation and special considerations when creating an FLLC.