Estate Planning To Die For®: Top 10 Ways to Increase Your Revenues

Doing a Booming Business With Baby Boomers

Estate Planning In These Changing Times

Ladies’ Choice: Estate Planning in the Women’s Market

Estate Planning To Die For®: Distribution of Retirement Benefits

Charitable Estate Planning: Doing Well by Doing Good

All In The Family: From Private Foundations To Perpetual Dynasty Trusts

How To Disinherit Uncle Sam: Sophisticated Federal Estate Tax Planning

The 10 Key Elements of Estate Planning Success

e-Estate Planning: Issues and Solutions For The New Economy

Estate Planning Workshop: Join the Dream Team

An Introduction to Estate Planning With Trusts

Attorney Mulhern offers an interactive, dynamic presentation that shows how to put estate planning techniques to work to immediately boost your revenues. She begins with assembling the right estate planning “team,” and continues through sophisticated charitable trusts, discounted transfers, retirement benefit distributions, and perpetual dynasty trusts. A wonderful option for sales conferences. Recommended time requirement: 3 hours minimum.

Baby boomers are a booming market! They have substantial estate and financial planning needs, and are looking for solutions.  Sally highlights issues unique to baby boomers, including minimization of federal and state death tax, options for business succession, discounted gifting, intergenerational planning opportunities, avoiding 70-80% taxation on retirement accounts, private financed life insurance, tax-favorable planning for second homes, transfer of ownership on life insurance accounts, and charitable planning. This is one of Sally’s most popular presentations because it lends itself to a broad range of audiences.

Never before has there been so much volatility in the estate planning laws and financial markets. Clients are reeling from the fluctuations in their net worth, and stunned to learn that the federal estate tax exclusion is scheduled to be unlimited in 2010, then be reduced to $1,000,00.00 in 2011. With change, however, comes opportunity. Attorney Mulhern highlights unique estate planning opportunities available in these changing times, including discounted business succession opportunities , “dynasty” trusts for intergenerational planning, sales to defective irrevocable trusts and interest rate “arbitrage” opportunities, domestic creditor protection trusts that allow ongoing access to income and principal, grantor retained income trusts, and qualified personal residence trusts. A dynamic presentation full of unique planning opportunities for these changing time.

Sally is a perfect fit for audiences interested in estate planning and the Women’s Market! Drawing on her 25+ years of experience as a practicing attorney, Sally uses a detailed case study to highlight ten (10) milestones in women’s lives, and the planning opportunities that apply to each.  She covers the full spectrum, including advanced medical directives, prenuptial agreements, issues associated with the marital elective share, federal estate tax minimization options, avoiding 70-80% taxation on retirement accounts, business succession, creditor protection trusts, generation-skipping tax trusts , tax-favorable gifting options for grandchildren’s educational and medical expenses, charitable giving, qualified personal residence trusts, grantor retained income trusts, and life estates in real estate.  This presentation is a “must-have” for women’s groups and those interested in the women’s market. 

Attorney Mulhern tackles what she refers to as “the number one estate planning issue of the new millennium: distribution of retirement benefits.” She explains how clients can avoid 80% post-mortem taxation of their retirement benefits through proper and timely beneficiary designations. A case study is used, and excellent, in-depth written materials provided.

An in-depth discussion of charitable vehicles used in estate planning, including charitable remainder annuity trusts, charitable remainder unitrusts, charitable lead trusts, charitable gift annuities, pooled income funds, conservation easements, donor-directed funds, supporting organizations, family foundations, and charitable beneficiaries of retirement accounts. Guaranteed to motivate even the least charitably inclined! A case study is used, and extensive written materials provided.

A detailed analysis of sophisticated estate planning strategies designed to pass the maximum amount possible to one’s heirs, over and above the available federal estate tax exemption. Attorney Mulhern discusses irrevocable gifting trusts, irrevocable life insurance trusts, family limited partnerships, qualified personal residence trusts, charitable remainder and lead trusts, family foundations, and perpetual dynasty trusts. A case study is used, and extensive written materials provided.

A focus on sophisticated estate planning techniques appropriate for clients who exceed the available federal estate tax exemption. The presentation begins with a discussion of gifting pursuant to the annual exclusion, and proceeds through a discussion of irrevocable life insurance trusts, family limited partnerships, charitable remainder and lead trusts, qualified personal residence trusts, grantor-retained annuity trusts, and conservation easements. A case study is used, and extensive written materials provided.

An overview of the importance of establishing an estate planning “team,” drafting and funding revocable trusts, utilizing the federal estate tax exemption, planning for QTIP trusts, taking advantage of the annual gift tax exclusion, allowing for discounted transfers, providing for tax-free life insurance proceeds, thinking charitably, designating proper beneficiaries on retirement accounts, and perpetuating intergenerational tax-free wealth. A case study is used, and extensive written materials provided. Recommended time requirement: 3 hours minimum.

A cutting-edge look at the unique issues and opportunities facing high-tech clients. The presentation begins with a discussion of the income and federal estate tax implications of highly appreciated assets, and continues with a detailed analysis of unique gifting opportunities, including defective grantor-retained annuity trusts, family limited partnerships, charitable remainder trusts, charitable lead trusts, family foundations, and perpetual dynasty trusts. A case study is used, and extensive written materials provided.

An in-depth, hands-on workshop addressing the major estate planning issues facing all financial advisors. Attorney Mulhern believes that the cornerstone of a sound estate plan is the formation of a good estate planning “team.” Through years of experience, she has seen that the client is best served when all the professionals — financial advisor, insurance agent, accountant, attorney, trust officer, etc., — work together and make consistent recommendations. Through this interactive, hands-on workshop, Sally reveals the “inside story” of how to be a sought-after member of the estate planning team. She explains how to establish ongoing professional relationships with well-respected estate planning attorneys, master the major estate planning concepts with which a team member needs to be acquainted, communicate those concepts effectively to clients, and build a client base and significantly increase revenues by becoming part of the estate planning team. The workshop includes detailed document review, case studies, role-playing, and small-group discussions. A must for anyone seriously considering entering or venturing further into the lucrative estate planning market. Recommended time requirement: Full day.

Attorney Mulhern explains how to avoid the cost and delay of probate through the use of revocable trusts, and how to minimize federal estate tax by effective use of the federal estate tax exemption and sophisticated estate planning techniques. An essential for professionals who are beginning to offer estate planning services, and an excellent “sharpen your tool chest” session for experienced practitioners. A case study is used, and extensive written materials provided .