Estate Planning Questionnaire (Client with Trust/Existing Client)

Trustee Duties Upon Trust Funding Acknowledgement

Estate Administration Fee Agreement

Estate Administration Acknowledgement of Information Given

Checklist for Reviewing Another Attorney’s Trust

Acknowledgement of Information Given for Trustee Notification

Estate Administration Client Agreement to Presence of Others at Meeting

Estate Planning Engagement Letter

“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2024” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

“SECURE Act 2.0” White Paper Bundle Package

How to Successfully Market an Estate Planning Practice by Philip J. Kavesh

Roth IRA Conversion Decision Chart 2024

The Robert Keebler Tax & Estate Planning Monthly Bulletin

“The 9 Phases of an Estate Administration” Flyer by E. Lawrence Brock, J.D.

How to Write a Proper Business Letter

“Distribution Planning for Non-Spousal Inherited IRAs Following the SECURE Act” White Paper

“Managing IRC 199A Limitation Amounts” White Paper

“Choice of Entity Decision After the TCJA–Converting a Pass-Through Entity to a C Corporation” White Paper

“Using Multiple Trusts to Enhance the Benefits of IRC § 199A” White Paper

“Aggregating Trades or Businesses to Increase the § 199A Deduction” White Paper