Living Telephone Seminars

Wood Use: Original and Cutting Edge ...houses. Wood is literally alive in our landscape and is a living material when used to make something, with enormous variability in its appearance, characteristics, and uses. Beyond physical properties, the emotional power that wood possesses in its history, organic qualities, and ability to counterpoint the hard edge of construction make it one of the most romantically useful parts of what we  more...

Document Retention: Compliance and Protectionism ...tive policy, which if acknowledged can be worked through. Living with the existence of systematically retained documents is rewarding but premature statements which can be contradicted by contemporaneous documents and subjective comments can be read differently years later. Learn how to avoid these pitfalls. This live audio conference is designed for controllers, CFOs, tax managers,  more...

How to Revitalize an Impoverished Neighborhood: Thirty Years of Successful Green Urbanism ...orld' past and present and ranked in the top 50 among the living in an international poll. He has written or edited five books. His book, Rethinking Rental Housing, was called 'The most significant piece on housing policy written in the last 30 years' by the Journal of the American Planning Association. A survey of college housing students by the National Housing Institute found Rethinking  more...

COBRA: A Little of Everything is Changing ...idy Was Over!! YES, the subsidy is over - but, now we are living with the results - let's look at the impact the subsidy had on COBRA election rates and claim utilization. And, what is the future of COBRA? Will we still have it after 2014? We will also review what employers are mandated by this law. National Health Care Reform - WHEN for Me? National Health Care Reform is here - but, when  more...

Ready Access CBT Training: Methods for Training Your Clients in the Use of CBT While Strengthening and Broadening Your Own CBT S ... easily understood and practical applications in everyday living. Learning Objectives: - You will be able to discuss the concepts of memory. - You will be able to explain underpinning of behavioral therapy. - You will be able to review the nuts and bolts of cognitive restructuring and how to more fully engage your clients in the process. This live audio conference is designed for  more...

Are Email Negotiation Blunders Costing You Money? How to Negotiate and Influence With Email ...ol at the right time? Do you negotiate and persuade for a living (and everyone does) or realize how much your success, business and income depend on your ability to persuade, motivate and influence others? Think about it - when was the last time you didn't get what you wanted and should have gotten it? What happened? Did it frustrate you? We negotiate and influence everyday, not only face to  more...

A Primer on International Estate Planning ...ill also discuss special considerations for U.S. citizens living abroad, the new expatriation rules, as well as several traps for the unwary. The U.S. government is now placing a heavy emphasis on enforcing its tax laws with respect to assets held abroad or crossing the border. This workshop is very important for professionals who wish to benefit and protect their international clients. This  more...

Long-Term Care Insurance in Estate Plans ... to the cost of long-term care. Whether at home, assisted living or nursing home care, the cost can be staggering. When is the purchase of long-term care insurance appropriate for a client? How can the client control the cost and customize a plan that fits their needs? What are the guidelines and types of underwriting? What is the benefit of long term care insurance to the client and their  more...

Current Issues in Revocable Living Trusts ...living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust allows for planning in the event of incapacity without having to formally declare a person incompetent and  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) BenefitsAs of March 19, 2009, 29 states have adopted UPMIFA as law and the Uniform Act is presently pending in an additional 16 jurisdictions. By the end of 2009, in most of the United States, attorneys representing nonprofit institutions and those who donate to them and their endowment funds will be governed by new state law which replaces the Uniform Management of Institutional Funds, which had  more...

Estate and Financial Planning for Clients Living With Chronic Illness ...can professional advisers better serve and advise clients living with chronic illness and their loved ones? In many situations modest changes to traditional planning tools and drafting conventions can provide tremendously improved protection and peace of mind for clients living with chronic illness. This teleconference will provide a sophisticated but practical overview of how each phase of  more...

Estate Planning for Non-Traditional Couples ...r it be a gay or lesbian couple, or a heterosexual couple living together but simply choosing not to get married, the need to be proactive in their planning is essential. Two primary issues arise when it comes to planning for non-traditional couples: (1) Unlike traditional married couples who have the benefit of state statutes to protect them in the event that they fail to affirmatively take  more...

Developing an Effective Property Management Plan ...u interested in making more money? Having more free time? Living life with less stress? If you are a professional HOA property or community manager, or if you are thinking of becoming a HOA property manager, you will want to know what's new in property management. Become acquainted with the newest technology and how you can profit successfully. Understand the do's and don'ts successful managers  more...

Drafting Trusts in Estate Planning nEstate tax laws keep changing. Did you know that even though the estate tax exemption is predicted to stay at $3.5 million the lifetime gift tax exemption will stay at $1 million, leaving the door open to reduce the estate tax exemption back down to $1 million when Congress tries to balance the budget in a few years? In addition to estate taxes, clients' families need protection from probate, bad  more...

Patients' Rights Update ...ny states have passed bills of rights for their residents living in mental health, skilled nursed or other health care facilities. These bills of rights cover basic and not so basic concerns. From the right to be treated with dignity, respect and compassion to the right to privacy, patients and their representatives are speaking out to protect their interests. In this environment, managing  more...

Fetal Alcohol Syndrome in Children ...rouble with the law, mental health problems and dependent living. Therefore, it is important that children with fetal alcohol spectrum disorders are identified early and receive early interventions. This teleconference will provide a brief introduction to diagnostic and neuropsychological aspects of fetal alcohol syndrome. You'll also get suggestions for interventions based on recent  more...