Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees.

Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country's political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. In addition, in some cases, ...

Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country's political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn't know what the tax laws will look like when the plan is implemented. In addition, in some cases, ...

Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique, additional layer of complexity in representing clients who are getting older and whose acuity may be waning or who ...

Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique, additional layer of complexity in representing clients who are getting older and whose acuity may be waning or who ...

Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations, and possible civil liability, without ...

Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations, and possible civil liability, without ...

Do you want to learn more about the retirement plan advisor position and the active role that advisors should play with participants? Join us to discuss: Importance of retirement plan advisor role Current industry trends on educating and advising plan participants What employees most appreciate from the employee-plan provider relationship Select in-person or virtual participation during registration. About Retirement Plan ...

Do you want to learn more about the retirement plan advisor position and the active role that advisors should play with participants? Join us to discuss: Importance of retirement plan advisor role Current industry trends on educating and advising plan participants What employees most appreciate from the employee-plan provider relationship Select in-person or virtual participation during registration. About Retirement Plan ...

There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one's point of view. Estate planning professionals need to be cognizant of the fact that a trust's situs and governing law, whether as originally established or later validly changed, will often have significant impact ...

There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one's point of view. Estate planning professionals need to be cognizant of the fact that a trust's situs and governing law, whether as originally established or later validly changed, will often have significant impact ...

Are you looking for innovative ways to stand out as an employer or reduce employee turnover? Join us on Thursday, April 29th to discuss Student loan options that help you differentiate your company in employee recruiting and retention Programs that allow companies to help employees pay down student loans An example of one company that provides a 401(k) match to ...