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PDF TRANSCRIPT: “Act NOW to Retain Your Clients Should an Associate Attorney Leave or Be Terminated”

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PDF TRANSCRIPT: “Administering Special Needs Trusts”

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

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PDF TRANSCRIPT: “Bulletproof Your Practice: Best Practices to Survive Hard Times”

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PDF TRANSCRIPT: “California’s New Retroactive Anti-Incomplete Gift Trust Statute”

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PDF TRANSCRIPT: “Charitable Remainder Trusts: Misunderstood and Underused”

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PDF TRANSCRIPT: “Client Database 101: What You Need to Know About How to Successfully Set Up Your CRM”

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PDF TRANSCRIPT: “Defined Value Transactions – A 2-Part Program”

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PDF TRANSCRIPT: “Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday”

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PDF TRANSCRIPT: “Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution”

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PDF TRANSCRIPT: “Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!”

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PDF TRANSCRIPT: “Estate Administration for IRAs and Qualified Plans After the SECURE Act”

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PDF TRANSCRIPT: “Estate and Trust Administration for CPAs and Financial Advisors”

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PDF TRANSCRIPT: “Estate Planning for Blended Families”

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PDF TRANSCRIPT: “Examining the Coming Changes with the Trump Administration for Elder Law Attorneys”

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PDF TRANSCRIPT: “Final Regulations Consistent Basis Rule”

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