Estate Planning

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INSTANT DOWNLOAD: “Use of Work in Process Reports to Increase Efficiency and Revenue, and Reduce Stress”

$249.00Add to cart

INSTANT DOWNLOAD: “Using Annuities to Accelerate Medicaid Eligibility”

$149.00Add to cart

INSTANT DOWNLOAD: “What CPA’s Should Know About Trust Instruments”

$149.00Add to cart

A Fresh Look at Crummey Notifications

$149.00Add to cart

California’s New Retroactive Anti-Incomplete Gift Trust Statute

$149.00Add to cart

Convert Prospects with Other Attorneys’ Trusts Into Clients!

$1,121.00Add to cart

Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution

$149.00Add to cart

Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!

$249.00Add to cart

Estate Administration for IRAs and Qualified Plans After the SECURE Act

$149.00Add to cart

INSTANT DOWNLOAD: “Examining the Coming Changes with the Trump Administration for Elder Law Attorneys”

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How to Read a 1040 For Fun and Profit!

$199.00Add to cart

How to Set Your Post-Death Administration Fees—So You Actually Make a Profit!

$249.00Add to cart

Important Estate Planning Drafting Considerations for Blended Families

$149.00Add to cart

Managing Capital Gains Tax in 2024 and Beyond

$149.00Add to cart

Navigating the Dementia Journey: Elder Law Strategies for Helping More Clients and Increasing Profits

$149.00Add to cart

New IRC 2053 Proposed Regulations: A 706 Preparer’s Job Enhancement Act

$149.00Add to cart

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