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INSTANT DOWNLOAD: “The Top 22 Overlooked Uses of Life Insurance”

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The Wild, Wild West of Estate Planning: Estate Planning for Unmarried Couples

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INSTANT DOWNLOAD: “Trust Administration: Practical Considerations for Practitioners”

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INSTANT DOWNLOAD: “Understanding DNI: Taxation of Trusts & Beneficiaries”

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

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INSTANT DOWNLOAD: “Using Annuities to Accelerate Medicaid Eligibility”

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

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A Fresh Look at Crummey Notifications

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INSTANT DOWNLOAD: “Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)”

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California’s New Retroactive Anti-Incomplete Gift Trust Statute

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Successful Initial Client Interview & Appointment Engagement Technique Package

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Convert Prospects with Other Attorneys’ Trusts Into Clients!

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Convert More Prospects Into Clients Bundle

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Estate Planning Forms Bundle Package

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

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

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