Tuesday, 16 September 2025 00:00
Gary presents on foreign trusts for tax planning, compliance, and creditor protection, in his seminar, "The Foreign Trust: Domestic and International Estate and Gift Tax Implications" via Live National Webinar
The Foreign Trust: Domestic and International Estate and Gift Tax Implications
In this seminar, we discuss the use of foreign trusts to avoid U.S. estate and gift tax, with an emphasis on pre-immigration tactics, structuring and compliance. Attendees will learn key distinctions between grantor and non-grantor trusts and how foreign trusts impact U.S. tax exposure, for both U.S. and foreign grantors and beneficiaries. Practical strategies to save income tax and enhance creditor protection will also be discussed.
Tuesday, September 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 18 September 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, September 18th @ 1 PM ET
Register and catch-up with Eric.
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Thursday, 21 August 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, August 21st @ 1:00 PM ET
Register and catch-up with Eric.
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Thursday, 17 July 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, July 17th @ 1:00 PM ET
Register and catch-up with Eric.
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Tuesday, 29 July 2025 02:00
Eric explores psychological tactics and biases that influence settlement negotiations and drive dispute resolution, in his seminar, "The Psychology that Drives Settlement: Understanding Loss, Risk, and Resolution" via Live National Webinar
The Psychology that Drives Settlement: Understanding Loss, Risk, and Resolution
In this seminar, we examine the hidden psychological forces that shape settlement negotiations, with a focus on how cognitive biases, especially loss aversion and risk perception, govern behavior at the bargaining table. Drawing from behavioral economics and the RECO Method (Realistic Exposure to Catastrophic Outcome), we explore how to use framing, endowment effects, and worst-case scenario analysis to break deadlocks and motivate resolution. Attendees will learn how to strategically present risk, manage expectations, and guide parties toward agreement using proven psychological principles.
Tuesday, July 29th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 16 July 2025 00:00
Gary shares insights on tax planning, residency, trusts, and cross-border strategies for high-net-worth families, in his seminar, "Pre-Immigration and Exit Planning for the Wealthy: Tax Triggers & Structural Solutions" via Live National Webinar
Pre-Immigration and Exit Planning for the Wealthy: Tax Triggers & Structural Solutions
In this seminar, we explore the U.S. tax implications and structural considerations for wealthy individuals entering or exiting the United States. Topics include pre-immigration tax planning to minimize U.S. estate and gift tax exposure, common pitfalls in the U.S. tax residency rules, strategies to mitigate the expatriation tax, and protective structures such as foreign and domestic trusts and LLCs. Attendees will learn how to effectively implement tax avoidance strategies, avoid IRS scrutiny, and establish effective planning structures to preserve global wealth.
Wednesday, July 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 18 June 2025 00:00
Eric and Teresa explore Florida’s Guardianship Law, key elder care trends, legal risks, and strategies to protect vulnerable seniors, in their seminar, "Florida Guardianship Law: Protecting the Elderly and Preventing Abuse" via Live National Webinar
Florida Guardianship Law: Protecting the Elderly and Preventing Abuse
In this seminar, we examine the state of Florida’s Guardianship Law in 2025 and explore whether it provides sufficient protection for the state’s growing elderly population. We discuss key trends, including the increasing number of "elder orphans" due to shifting family dynamics, and analyze the potential pitfalls and shortcomings of the current law. Drawing on legal experience, we highlight risks associated with guardianship abuse and offer practical strategies to prevent unscrupulous individuals from exploiting the system. Attendees will learn how to navigate guardianship issues effectively and safeguard the rights of vulnerable individuals.
Wednesday, June 18th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 13 November 2023 19:00
Eric presents for Healthcare Training Leader on the topic of "Healthcare Provider Audits: Avoid Recoupments and Preserve Your Bottom Line." He covers government and private payer audits, and response best practices.
Healthcare Provider Audits: Avoid Recoupments and Preserve Your Bottom Line
In this seminar, we provide an overview of government and private commercial payer audit processes and explain proactive measures to take before an audit. We discuss in detail best practices in receiving and responding to audit requests. We discuss potential adverse outcomes and steps to take in response. We also cover common issues that arise and tips for healthcare providers to protect themselves against auditor overreach and preserve their bottom line.
Tuesday, November 14th @ 1 PM ET
Visit the Healthcare Training Leader website for more information.
Tuesday, November 14th @ 1 PM ET
Visit the Healthcare Training Leader website for more information.
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Monday, 25 September 2023 20:00
Eric is the Featured Healthcare Speaker for SkillAcquire. He offers guidance to healthcare organizations on handling disruptive physician behavior and other employment issues.
Dealing with Disruptive Physicians and Other Employment Issues
In this seminar, we provide guidelines for healthcare organizations to manage disruptive and unprofessional physician conduct. We explore the prerequisites for coverage under the Health Care Quality Improvement Act (HCQIA) and the HCQIA's interpretation of professional review actions, disruptive or unprofessional behavior, reporting obligations, and qualifications for legal immunity. Attendees will learn the role of medical staff and bylaws, a peer review committee, and the requisite committee procedures.
Tuesday, September 26th @ 3 PM ET
Visit the SkillAcquire website for more information.
Tuesday, September 26th @ 3 PM ET
Visit the SkillAcquire website for more information.
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Monday, 28 August 2023 20:00
Eric is the Featured Healthcare Speaker for SkillAcquire. He discusses physician employment agreements, including structure, compensation, benefits, compliance, negotiation, and insurance types.
Physicians and Healthcare Workers Employment Agreements
In this seminar, we explain physician employment agreements, including their structure and terminology, compensation and benefits, compliance with laws and regulations, and types of insurance. We discuss negotiation considerations and the importance of understanding the contract terms. We also address the various methods of compensation, additional benefits, and compliance with regulations such as the Anti-Kickback Statute and False Claims Act. Attendees will learn about the two primary types of insurance: claims-made and occurrence-based.
Tuesday, August 29th @ 3 PM ET
Visit the SkillAcquire website for more information.
Tuesday, August 29th @ 3 PM ET
Visit the SkillAcquire website for more information.
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