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Exhibitors

Tolleson Wealth Management

Overview
Course Library

Address

5500 Preston Road, Ste. 250
Dallas, TX
75205
United States

Website

http://www.tollesonwealth.com

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NASBA Approved providers:

National Registry

Registry ID:

111942

Approved Delivery Method:

Group Live

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Estate Planning Boot Camp
01-Jun-2016 Tolleson Wealth Management
Credit Hours:
- 1 - 4 credits
Description:
This course is intended to be a boot camp for junior CAT members and other individuals in the firm who are interested in learning more about the basics of estate planning. We intend to introduce par ...
Delivery Method:
- Group Live
Location:
- TX
Read More
Gift Tax Returns Â Form 709
28-Jun-2016 Tolleson Wealth Management
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
1. Overview of Federal Gift Tax a. Unified Transfer-Tax Concept b. Definition of Taxable Gift c. Gift Tax Exclusions d. Gift Tax Deductions e. Gift-Splitting by Married Persons 2. Overview of Various ...
Delivery Method:
- Group Live
Location:
- TX
Read More
High Net Worth Insurance Companies - Coverage Differences & Carrier Selection Considerations
13-Jul-2016 Tolleson Wealth Management
Credit Hours:
- 1 - 4 credits
Description:
Overview of the major coverage differences between High Net Worth insurance policies and main street insurance policies. Review the factors to consider when selecting a High Net Worth insurance comp ...
Delivery Method:
- Group Live
Location:
- TX
Read More
Trust Modification
03-Aug-2016 Tolleson Wealth Management
Credit Hours:
- 1 - 4 credits
Description:
To gain an understanding of what trust modification is, the ways in which modification is permitted, and common reasons for trust modifications.
Delivery Method:
- Group Live
Location:
- TX
Read More

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