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INSTANT DOWNLOAD: “The Ghost of Past GST Tax: Deferred GST Tax Issues in Trust Administration”

$149.00Add to cart

IRA Inheritance Trust® Legal Document Form Package

$5,495.00Add to cart

Joint Exempt Step-Up Trust (“JEST”) Legal Document Form

$1,995.00Add to cart

Living Trust Color Flowcharts

$299.00Add to cart

Living Trust Owner’s Manual Tab Cover Pages & Inserts

$299.00Add to cart

Living Trust: Client Intake Form for Drafting Plan

$79.00Add to cart

Living Trust: Drafting Notes Summary Page

$49.00Add to cart

Living Trust: Trust Identification Card

$29.00Add to cart

PDF TRANSCRIPT: “How to Set Up Your Calendar for Success”

$249.00Add to cart

PDF TRANSCRIPT: “10 Steps to Setting Firm Revenue Goals (and Using These Goals to Achieve Regular Monthly Profits)”

$249.00Add to cart

PDF TRANSCRIPT: “9 Steps for Successfully Compensating & Incentivizing Associate Attorneys”

$249.00Add to cart

PDF TRANSCRIPT: “An In-Depth Look at CRTs Following the SECURE Act”

$249.00Add to cart

PDF TRANSCRIPT: “Convert Prospects with Other Attorneys’ Trusts Into Clients!”

$249.00Add to cart

PDF TRANSCRIPT: “Estate Planning for IRAs in a Second Marriage”

$249.00Add to cart

PDF TRANSCRIPT: “How to Create Procedures Manuals: Practical Step-By-Step Instructions and Best Practices”

$249.00Add to cart

PDF TRANSCRIPT: “How to Develop a More Consistent and Steady Stream of Revenue from Your Existing Clients!”

$249.00Add to cart

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