Current “On-Demand” Educational Seminar Presentations:

10 MINUTE DEMO (FREE)
Strategies for Planning Your Wealth

In this presentation, David A. Straus, JD, CPA, LL.M. presents an innovative approach to estate planning by analyzing Maslow’s Hierarchy of Needs. The client will be presented with an exciting and unique approach in layman’s terms addressing the client’s hopes, fears, dreams, aspirations, values, and eccentricities, during life, mental or physical disability, passing, with their interrelationship to saving and protecting against income taxes, estate and gift taxes and protection of assets.

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Presentation 1
Estate Planning and the Insurance and Financial Professional

We are entering into a period where the largest transfer of wealth has begun and we must take care of ourselves, our loved ones, and maintain control over our assets. The focus of this EPWebCast presentation begins to define and discuss an effective methodology to create a custom strategic estate plan integrating a professional team approach. A pyramid model enhances the understanding of the estate planning process while addressing your client's needs, their families, protecting and expanding their wealth, and avoiding probate/death taxes. This can create a practical and individualized solution to what is needed and wanted as we take care and control of our assets. The process starts with education, learning to effectively communicate, and developing enhanced relationships with our clients and professional associates based upon candor and trust. Why do we care? Making a difference and significant contribution for other's well-being in addition to enhancing our business efficiencies is paramount. Knowing what you want, when you want it, how you want it, and especially why you want it is how to start the process on both sides of the client/professional relationship. Remember, this life is not a dress rehearsal.

Presentation 2
Information Gathering and Planning Pitfalls With Titling

We have become so programmed as to the "right way" to take title for our assets. What was the most appropriate method in the past may not be in current times, and potentially may not be in the future. This is a key component while planning your estate or designing a plan that fits your client's needs most effectively from a probate, income and estate tax perspective. Whether fee simple, tenancy in common, a form of joint tenancy, if you occupy a community property state, or when determining the fair market value of an asset; you have a choice, and hopefully you choose wisely. The focus of this EPWebCast presentation centers upon the importance of utilizing the right asset titling. The numerous pitfalls of not being educated first before acquiring and "naming" assets inside or outside of the estate plan. The laws of each state can vary, and as professionals we must be educated and constantly aware of who gets what, when, where, and how much as we direct our client's. Further, we discuss beneficiary designations of life insurance, retirement plans and annuities.

Presentation 3
Revocable Living Trusts and How They Work

Money or assets in general can represent different things to different people especially those within your family. What has value to one individual may have less value to another and vice versa. Thus, the objective of creating a customized plan for our clients based upon their hopes, fears, dreams, needs, and aspirations. The focus of this EPWebCast centers upon a better way than wills and probate to design a plan for asset preservation. This segment further discusses the revocable living trust design process from the client interview to preparing instructions for living planning as well as for the death of a spouse. This segment continues the discussion of the decision-making processes involved as we channel the motivations between our clients and their loved ones, as well as guiding their needs for disability embedded inside the estate plan. How, when, and the way assets may pass to your children are placed on center stage. There is nothing as unequal as equal treatment of unequals. Last, we focus on funding the trust wherein the client transfers the assets in the name of the trust and the financial advisor will then have the opportunity to assist the client in directing their investment assets.

Presentation 4
Tax Free Life Insurance with the Irrevocable Life Insurance Trust (ILIT)

The focus of this EPWebcast is on life insurance where we address the need for insurance and creative techniques on how to sell it. Further, we focus on the Irrevocable Life Insurance Trust and whether it is needed and if so its design and proper implementation. We address the benefits of life insurance in the estate planning process and the irrevocable life insurance trust's benefits if set up properly viz., the income, gift, estate, and generation skipping transfer tax free nature. Further, we discuss how the insurance and financial professional can distinguish themselves from other insurance and financial advisors in the process.

Presentation 5
Incorporating Charity in Tax Planning

This segment outlines different approaches utilizing charity in the planning process to minimize the estate tax for your clients. The focus of this EPWebCast presentation incorporates: "managing"; the IRS utilizing zero estate tax planning, charitable lead trusts, family partnerships and foundations, and charitable remainder trusts; creating an environment for the stewardship of wealth and giving, while creating a motivational basis targeting the individual needs of the client. How much is enough, who can we trust, and who should be in control of our assets?

Presentation 6
Developing Successful Relationships-Team Approach to Estate Planning

Designing a beneficial symbiotic relationship among estate planning professionals can enhance success for both the customer and the service provider. The financial advisor, insurance professional, attorney, accountant, third party administrator, and especially the client must communicate with a common language as effective strategies are individually customized. The focus of this EPWebCast supplements previous presentations, and supports the premise that we can be most valuable to others when assembling a proper team of specialists, communicating a similar language, to present reliable solutions to our customers. How can we create the most effective "system" offering dependable estate planning while enhancing our professional business model and our client's trust?

Presentation 7
Nevada Creditor Protection Statutes

Most states have laws that protect certain assets from the claims of creditors. The focus of this EPWebCast discusses annuities, life insurance, IRAs, SEPS, 529’s, Homestead, etc in light of Nevada Law. Turn state exemptions into sales of financial products.

Coming Soon