Below is a partial list of recent publications and presentations. If you would like Mr. Schulze to speak to your organization regarding estate planning or Elder Law, please contact us at 775/853-5700.
Medicaid Update 2019
Updates and Law Changes in Estate and Probate Adminitration
Administering Living Trusts After the Death of the Settlor (including tax planning opportunities)
Advanced Asset Protection Strategies and Opportunities Using Nevada Spendthrift Trusts
Advanced Estate Planning Techniques
Advanced LLC Issues: Asset Protection and Estate Planning Considerations
Advantageous Uses of Limited Liability Companies in Nevada
An Attorney’s Guide to Asset Protection Planning
Asset Protection Planning for the Middle Class
Basic Concepts in Estate Planning: Marital Deduction Planning
Basics of Estate and Gift Taxation
Building and Expanding an Estate Planning Practice: Tips and Techniques for Successful Professionals
Business and Estate Planning for Owner’s of Closely Held Businesses
Buy- Sell Agreements in Closely-Held Businesses
Buy-Sell Agreements in Estate Planning
Charitable Planning with Retirement Plan Assets
Creating and Maintaining An Estate Planning Team
Drafting the Credit Shelter Trust
Drafting Wills and Trusts in Nevada
Entity Choices in Estate Planning
Estate and Tax Planning for Qualified Plans and IRAs
Estate Planning Basics: Drafting Wills and Trusts
Estate Planning Basics: Working With Clients
Estate Planning for Farmers
Estate Planning for Shareholders of Closely-Held Corporations
Estate Planning with Retirement Plan Assets
Ethical Considerations in Estate Planning
Ethical Considerations in Estate Planning for Business Owners
Examining the Guidelines of Fiduciary Responsibility and Liability
Family Business Succession Planning
Family Limited Partnerships and Limited Liability Companies in Estate Planning
Family Limited Partnerships: Estate and Asset Protection Planning
Federal Estate and Gift Taxes for the Non-Tax Attorney
Federal Estate Taxes: The Taxable Estate
Foundational Estate Planning Strategies for Non-Lawyers
Fundamentals of Charitable Giving
Fundamentals of Estate and Gift Taxation for the Financial Advisor
Fundamentals of Private Foundations
Funding a Revocable Living Trust
How to Sell a Million Dollar Life Insurance Policy
Important Issues in Implementing a Living Trust
Income Tax Issues in Drafting Wills and Trusts
Irrevocable (Crummey) Trusts in Estate Planning
Irrevocable Life Insurance Trusts and Other Options for Minimizing Estate Taxation
Keys to Financial and Estate Planning in Uncertain Times
Life Planning: A Better Way to Plan Your Estate
Mastering Estate Planning Essentials
New Strategies for Transferring and Maximizing Retirement Plan Benefits
Opportunities for Insurance Professionals in Estate Planning
Portfolio Management Considerations for Non-Professional Trustees
Practice Before the Internal Revenue Service
Probate Practice: The Essential Basics
Resolving Legal and Financial Issues in Elder Care
Safeguarding Your Clients’ Assets
Sophisticated Estate Planning With Intentionally Defective Irrevocable Trusts
Trust In the Age of Madoff: Why Trust Matters
Trusts 101: Understanding and Administering Revocable Living Trusts
Trusts 201: Understanding and Administering Irrevocable Living Trusts
Understanding Charitable Gift Annuities
Understanding Medicaid: A Review of the Basics
Understood Beneficiary Designations for Retirement Plan Assets
Use of Family Limited Partnerships in Estate and Tax Planning
Use of Income Tax Defective Trusts in Estate and Business Planning
Use of Income-Only Trusts in Asset Protection and Medicaid Planning
Use of Irrevocable Trusts in Estate Planning
Using Life Insurance in Estate Planning
Using Trusts in Charitable Giving
Valuation Discounts in Estate Planning
What You Need to Know About Administering Trusts after the Death of the Trustmaker
What you need to know about the “Tax Relief, Unemployment Insurance Reauthorization
Joint copyrights may be held by one or more of the following organizations: National, Business Institute, Nevada Society of CPAs, State Bar of Nevada, NAIFA,American Institute of Certified Public Accountants (AICPA)