Joshua Tree Enterprises

Sign Up for Newsletter

About this Entry

This page contains a single entry by Associate Editor published on October 12, 2010 5:24 PM.

The Hill: Estate Tax May Become Another Nail-biter Debate When Lawmakers Return was the previous entry in this blog.

Advantages of Making Gifts is the next entry in this blog.

Find recent content on the main index or look in the archives to find all content.

Categories

Monthly Archives

The WealthCounsel Quarterly and Complimentary Webcast

By
Associate Editor
on October 12, 2010 TrackBacks (0) Comments (0)

In the October 2010 issue of The WealthCounsel Quarterly newsletter, experienced practitioners share practice-building tips and legal technical strategies.  Click here to access.

Highlights Include Articles on the Following Topics 


  • How a reduced tax exemption will present greater opportunities for practitioners.
  • Why it makes sense to pay taxes sooner than later.
  • How a litigator made the transition into estate planning.
  • What you can do to transform your practice with customized maintenance programs.
  • How to distinguish your practice with the new WealthDocx LLC Operating Agreement.



REGISTER FOR COMPLIMENTARY WEBCAST

NOVEMBER 11, 2010

11:00-12:15 p.m. ET

We are in the 11th hour of 2010.  Learn what you should be doing for your clients before the clock strikes midnight on December 31. 

Click here to register for this free webcast.

Presenters:  Carl R. Waldman, JD and
Lewis W. Dymond, Jr., JD
 

Topics Covered

  • Establishing and effectively using GRATs and FLPs to leverage gifting strategies.
  • Using Health and Education Exclusion Trusts (HEET) to benefit multiple generations free of future gift, estate and generation skipping taxes.
  • What clients should and should not do if they inherited estates in 2010.

Posted by Mariya V. Link, Associate Editor, Wealth Strategies Journal

0 TrackBacks

Listed below are links to blogs that reference this entry: The WealthCounsel Quarterly and Complimentary Webcast.

TrackBack URL for this entry: http://www.wealthstrategiesjournal.com/mt/mt-tb.cgi/4037

Leave a comment