Acquiring and Protecting Your Financial Services Talent
The FTC recently issued plans to ban non-compete agreements, while courts and state legislatures around the country have been critically scrutinizing the viability of many restrictive covenants. This interactive webinar discusses this hotly debated topic, including:
The use of non-compete drafting and enforcement strategies to protect against advisor defections
How to address possible conflicts of hiring advisors with existing agreements
Navigation of potential litigation
New Florida Law: How It Affects Spousal Lifetime Access Trusts
Recent changes to Florida’s uniform trust code make the Sunshine State an even more favorable place of residence from a tax and asset protection standpoint. Find out how these changes further enhance the use of a spousal lifetime access trust, or SLAT, as an asset protection vehicle.
Proactive Longevity Planning
Learn the importance of protecting your family’s legacy and the ones you love from potentially devastating long-term care costs. This is the first in a series of Elder Law webinars.
October 2021 Update: Advanced Estate Planning
Transferring assets in trusts in the remaining days of 2021 may be a great way to minimize liability exposure and take advantage of the all-time-high $11.7 million dollar federal estate and gift tax exemption amount – all while allowing access to trust assets. Learn more in Kelleher + Holland’s new video.
Tax Changes on The Horizon
This episode of Kelleher + Holland’s Legal Power Play focuses on the most recent developments regarding the proposed tax legislation – some of which may become law and take effect on January 1, 2022, or even sooner.