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  • Thumbnail for ENG2001. Aging and Long Term Illness (EST, PFP)
    Identification
    ENG2001
    Date
    July 21, 2020
    The population is aging. More than 130 million Americans are living with chronic illness. As but one example 1 in 2 men will be diagnosed with cancer during their lifetime…

    Speaker

    Speaker Image for Martin Shenkman
    Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD
    Attorney, CPA, Shenkman Law
    $49
    Standard Price
  • Thumbnail for EST2013. Naming a CRT As A Beneficiary of a Retirement Account: Planning and Legal Checklists
    Identification
    EST2013
    Date
    July 21, 2020
    Inherited retirement accounts must generally be liquidated and taxed within ten years after a person dies. However, if a tax-exempt charitable remainder trust is named as the beneficiary, the assets are not taxed upon receipt by the CRT…

    Speaker

    Speaker Image for Christopher Hoyt
    Professor, Univ of Missouri (Kansas City) Law School
    $49
    Standard Price

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