Program Details
On Demand

Investing Basics 2018: The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency



Content Partner:  Financial Poise
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Price: $175.00*

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Description:
We always hear that estate taxes are avoided by wealthy people with savvy advisors, and we sometimes are told that such taxes fall hardest on less savvy owners of family businesses. Well, legal and tax savvy pays off for anyone gathering assets for any purpose, including long-term goals like estate planning and
asset protection.

How not to be penny-wise and pound foolish – this webinar discusses this, and much more. This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.



Practice Areas: Corporate & Securities, Tax Law
Online Media Type: Audio
Production Date: 08/14/2018
Level: Basic
Category: Standard
Duration: 1 Hours, 0 Minutes
Online Format: On Demand

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 

 

West LegalEdcenter will not provide accreditation for states not listed. 



This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing sales@westlegaledcenter.com.







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Accreditation:
AK, AL, AZ, CA, CEU, CO, CT, FL, GA, GU, HI, IL-EXPER, IL-NEWADMIT, ME, MO, MS, MT, ND, NH, NJ, NV, NY-EXPER, NY-TRANS, OK, PA, PR, TN, UK-BSB, UK-SRA, UT, VI, VT, WI, WV
Alaska
Total Credits: 1
Specialty Credits: 
Status: Reciprocal Credit Available
Expiration: 08/13/2021
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Speakers:
Chris Cahill - Lowis & Gellen
Jeff Shelley - Sugar Felsenthal Grais & Helsinger, Chicago
Allan Epstein - Lopata, Flegel & Company LLC, St. Louis
Jay Pollack - Laurus Strategies for Wealth
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


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