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Educational Courses
Teresa L. Bush, Esq.
Estate Planning When Estate Taxes Don’t Matter
Salvatore J. LaMendola, Esq.
Charities and Retirement Plans: Friends or Foes?
Sebastian Orozco Segrera, Esq.
Cutting the Cord: Tax Implications of Expatriation
Neeli G. Shah, Esq.
Legacy Begins Here – Estate Planning for the 1st Generation Entrepreneur
Matt Paxton
Handling the Important Stuff: Practical Solutions for Estate Planners to Help Clients with Personal Effects
Professor Gerry W. Beyer
Artificial Intelligence and the Estate Planner: Resistance is Futile
Laura Cowan, Esq.
Profit by Design: Building a High-Impact, High-Margin Estate Planning Practice
Todd Whatley CELA
No Flag on the Play: Penalty-Free Medicaid Spend Down and Transfers Made Simple
Rachel Baer, Esq.
When the Litigation Attorney Calls: Protecting Plaintiffs Who Have a Disability or Are Vulnerable
Julieanne E. Steinbacher, Esq.
Trust Income Taxation: Implications & Strategies for 2025
David MacMahan
Divide Things, Not Families - Handling Personal Effects
James E. Hickmon, Esq.
Not Your Grandfather's Irrevocable Trust: Using Non-Judicial Settlements to Modernize Trusts
Vanessa L. Kanaga, Esq.
The Ethics of Representing Married and Unmarried Couples
Deirdre Wheatley-Liss, Esq.
Mid-Wealth Estate Planning-Planning for the Rest of Us
Amos Goodall, Esq.
Bullet-Proofing an Estate Plan for Non-Traditional Married Clients
Sean P. Healy, Esq.
Gun Trusts: The Lethal Pitfalls in Drafting and Firearms Issues in Probate
Salvatore J. LaMendola, Esq.
Your Client Wants to Name a Trust as the Retirement Plan Beneficiary … Now What?
Abigail O'Connor, JD
You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions
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Essential Estate Planning
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Firearms Trust Planning
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