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Workshops

Upcoming Events Professionals


Upcoming Events CUrrent clients

Charitable Giving: Planned Giving

Those who attend this seminar will learn how the concept of family wealth is being redesigned by identifying and re-deploying underutilized wealth through various estate planning tools.   The deadline…

Back to the Future

January 1, 2026, and the scheduled termination of President Trump’s Tax Cuts and Jobs Act TCJA is fast approaching. Unless 60 senators affirmatively vote otherwise, the TCJA will sunset, leaving us…

Family Wealth Transfers

The current economic environment creates the perfect opportunity for long-term wealth preservation and wealth transfer. Attendees will learn how to help their clients preserve and protect wealth for themselves and…

Advanced Life After Death

This course builds upon its precursor “Life After Death”, our introduction to estate settlement. In particular, tax issues involved in the estate settlement process. As a more advanced course, we…

Back to the Future

January 1, 2026, and the scheduled termination of President Trump’s Tax Cuts and Jobs Act TCJA is fast approaching. Unless 60 senators affirmatively vote otherwise, the TCJA will sunset, leaving us…

Advanced Perpetuate Family Wealth

This course is the second in our series concerning perpetuating family wealth. In the first class, we discussed the theoretical underpinnings of developing a process for families to transfer not…

Nuts & Bolts I

This webinar will take us from incapacity through the death of the Trustmaker. We examine how the tools you have created (your Living Trust, Powers of Attorney, Healthcare Powers of…

Nuts & Bolts II

During this webinar, we will discuss how Trustees make distributions to beneficiaries after the Trustmaker's death, the process of setting up a beneficiary's Legacy Trust, how income taxes affect Trust…

Medicaid Planning

During this webinar, Attorneys Quinn and Gove will discuss the Medicaid basics, how "Medicaid Planning" works, and how to coordinate Medicaid Planning with your existing estate planning and/or estate tax…

Estate Planning for Singles

Whether you're single or single again, this seminar may be for you. During this seminar we will discuss choosing your Successor Trustee(s), what your legacy looks like for your beneficiaries…