8925 Death, Taxes, and Asset Protection Planning: Because 'Hide It Under Your Mattress' Isn't a Legal Strategy CD
General Credit Hours:7
CDs/DVDs may not ship until 4-6 weeks after the original program date below.
Original Program Date: April 3, 2025
CLE Credit Expiration Date: October 31, 2026
The estate tax cliff may be off the table, but savvy tax planning and creditor protection are perennial issues for our clients. Join us as we explore advance income tax and basis planning opportunities such as Qualified Small Business Stock (QSBS) and Upstream Gifting. Keep clients on track with the latest estate and gift tax planning strategies. Learn how to best protect your clients by ensuring preservation of Tenancy by the Entirety assets and parse the risk of naming beneficiaries to serve as sole trustee. Consideration will also be given to liability arising from one of Florida's favorite recreational past times - the golf cart.
50 Minutes
No Estate Tax Cliff? Practical Ways to Help Your Clients
Daniel L. Tullidge, Sarasota
50 Minutes
Long Term Effects of Compassion Fatigue
Michael A. Sneeringer, Bonita Springs & John Lesko, Tampa
50 Minutes
Beneficiary as Sole Trustee - Risk Versus Reward
Robert H. "Bo" Trudeau, Jacksonville
50 Minutes
Turning Straw into Gold: The Alchemy of Tenancy by the Entirety in Florida
Joseph M. Percopo, Orlando
50 Minutes
JP Morgan- Global Fraud Awareness
Christine Ward, Chicago
50 Minutes
Qualified Small Business Stock (QSBS)
Travis Hayes, Naples
50 Minutes
Once Rich, Don’t Get Poor – Do Your Toys Expose You to Unanticipated Exposure?
Cassandra S. Nelson, Miami
Course Number:8925
Credit Hours:
General Credit Hours:7
Professional Responsibility Credit Hours:7
Mental Illness Credit Hours:7
Marital and Family Law Credit Hours:7
Tax Law Credit Hours:7
Wills, Trusts, and Estates Credit Hours:7