Death Telephone Seminars

How to Avoid Death by PowerPoint BenefitsEvery day, executives, managers, and rank and file employees sit through bullet-riddled presentations that are boring, uninspiring and worse, don't get the message across. Attend this live audio conference and learn how to use several techniques that will engage and excite your audience without using bullet point after bullet point. You will learn how visual metaphors, targeted animation  more...

The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning ...icant problems in the future. A change in marital status, death and estate planning structure can all influence how intellectual property is owned, transferred and prosecuted worldwide. This live audio conference will focus on several key points of convergence between the intellectual property world and the estate planning world. Small, mid-size and large businesses, along with business owners  more...

Form 706: Estate Tax Return Fundamentals ...t imposes a tax when the person transfers their wealth at death. In 2011, if a person's gross estate plus adjusted taxable gifts equaled or exceeded $5 million in value, Form 706 must be filed. In this live audio conference, you will learn the rules applicable to properly preparing and filing Form 706. The program will cover which assets are subject to tax, the available deductions and major  more...

How Can End-of-Life Planning Resources Benefit Your Workplace? BenefitsEnd-of-life issues can be a major distraction for employees. MetLife estimates that U.S. businesses lose between $17 billion and $33 billion per year in productivity of full-time workers with caregiving responsibilities. Employers need to place a priority on addressing end-of-life issues. These issues affect their employees who serve as caregivers to aging parents, children and other  more...

Post-Mortem Tax Planning ...death and taxes are both inevitable, taxes do not end with death. The Federal Estate Tax, the Gift Tax and the Income Tax all have bearing on what happens post-death. Further, there are state rules that also are applicable post-death to estate planning documents. There are numerous questions that have to be addressed and answered. This audio conference will cover many of the questions and  more...

Planning Fundamentals for Illiquid Assets ...s affecting illiquid assets, including both pre- and post-death planning. Addressing liquidity issues in buy-sell agreements, governing documents and insurance planning in a creative and proactive manner can minimize the difficulties the client's estate will later face. Post-death planning includes addressing complex valuation issues, taking advantage of tax opportunities to defer estate tax  more...

Preparing for the Unexpected Departure of Key Employees: An Introduction to Replacement Planning ...ent plans in case of the disastrous loss of key people to death, disability, sudden resignation or the potential threatened loss in hostage-taking situations. Replacement planning is not the same thing as succession planning or talent management, though many organizational leaders confuse them. This teleconference helps you understand the key components of effective replacement planning and its  more...

Form 709: Gift Tax Fundamentals ...ift tax laws during life may cause estate tax problems at death. During this teleconference, you will learn when a gift tax return should be filed, what type of gifts need to be reported, what type of information needs to be included to adequately disclose what is reported and the benefits of properly complying with the gift tax laws. By properly reporting gratuitous transfers during life,  more...

When Worlds Collide - Bankruptcy and Probate ...e an impact on a probate estate, (c) know what effect the death of a debtor while a bankruptcy proceeding pending has on that proceeding, (d) understand how the Bankruptcy Code's automatic stay provisions affect a probate proceeding and (e) when a disclaimer by a beneficiary of a testamentary bequest or devise, an intestate inheritance or a nontestamentary disposition may or may not be set  more...

Recognizing and Responding to Excited Delirium ...ues that may identify a high-risk individual for a sudden death. This teleconference will help first responders identify key behavioral cues of high-risk individuals for a sudden death, develop a response plan for the management of these individuals and situations, and identify the potential evidence that needs to be collected in addition to identifying the role a psychological autopsy plays in  more...

Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax nBy attending this teleconference, you will learn key elements of the GST tax rules, including the rules for automatic allocation of GST tax exemption. Benefits and differences between different types of basic GST tax planning techniques, including various lifetime planning and post-mortem planning along with the implications of leveraging GST tax planning with discounted assets will also be  more...

Getting to the Root of Root Cause Analysis ...nd function. Failure can also mean destruction, injury or death. n nWhere do we start looking for answers? How do we get to the real root cause so that we can provide the permanent and effective solutions that our bosses and customers expect us to come up with? How can we prevent those root causes from creating problems in the first place? n nThis teleconference starts out with an overview of  more...

How to Get Your Prospect to Move From "I ll Think It Over" to Yes! ...h you on this?" n nOften these phrases can be the kiss of death to your deal or project. Let's face the truth - when you hear someone give those replies, most of the time they're not moving in a positive direction. This teleconference will tell you specifically what you can do to reduce the amount of times you get those responses and what to do when you hear those replies. You'll get sales  more...