Presentations and Publications

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)