The goal of this Video Leadership Seminar is to provide corporate executives with essential information about estate planning. The DVD is viewable on any computer or iPod (that supports video) and features 50 minutes of live video with Jeffrey P. Hart of Tarlow Breed Hart & Rodgers, P.C. sharing his knowledge and experience with estate planning strategies for corporate executives and large estates. The Video Leadership Seminar provides specific resources such as the most important laws, strategies to cover all the bases in cases of death and experiences dealing with different family situations. Topics covered in the Video Leadership Seminar include:
Family harmony, asset protection, and full coverage
Estate tax savings and complexities
Wills, Family trust, Durable Powers, Health care proxies, HIPPA authorization
Planning Strategies: ILITs, GST, GRATs, FLPs, LLCs, QPRTs, IDGTs, CRTs, and Foundations
Laws affecting estate plans
Experts and counselors involved
Samples of the types of questions answered in the Video Leadership Seminar include:
What challenges are most often encountered during the estate planning process?
What are the most useful estate planning tools?
What procedure is used to identify and establish the primary objectives of the estate planning strategy?
What technique is used to pin down the strategy for tax liability? How is the strategy updated to keep pave with current tax law?
What are the laws affecting estate plans? How are the laws changing?
What experts are involved in the planning process?
