Estate Planning Archives

Program Overview This session will explore strategies applicable to advanced transfer tax planning. We will bring them to life with a deeper study of relevant techniques high-net-worth clients employ to reach their planning goals, including enhancing traditional techniques through thoughtful asset selection. You Will Learn How to use a shelf GRAT to protect against a [...]

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Estate Planning

Advanced Practice Symposium: Meet the Feldmans Case Study (FSP/NAIFA On-Demand Webinar)

$99.00

NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.

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Accounting & Tax Planning

An Estate Tax Valuation Primer: The Estate of Michael Jackson (Journal Article)

$19.00

This article appeared in the November 2021 Journal of Financial Service Professionals.

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Estate Planning

Be Careful What You Say (and Don’t Do)! IRS Wins Step-Transaction Family Limited Partnership Case (Journal Article)

$19.00

This article appeared in the March 2022 Journal of Financial Service Professionals.

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Estate Planning

Business Interest Transfers: Gifts and Sales (Journal Article)

$19.00

This article appeared in the January 2021 Journal of Financial Service Professionals.

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Estate Planning

Celebrity Estate Planning: Misfires of the Rich and Famous (FSP Institute On-Demand)

$199.00

Program Overview This presentation will review the consequence of estate planning pitfalls through the lens of celebrity estates. It will cover planning mishaps, as they range from the most basic to the most complex, in order to remind the audience of the importance of every step of the planning process, and of good communication among [...]