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PDF TRANSCRIPT: “Fixing Old ‘B’ Trusts”

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PDF TRANSCRIPT: “Generating Business from the Internet: Best Practices for Estate Planning Professionals”

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PDF TRANSCRIPT: “How to Accurately Prepare the 709 Gift Tax Return – Update for 2024 Returns”

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PDF TRANSCRIPT: “How to Effectively Manage Your E-mails (Best Practices for Professionals and Staff)”

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PDF TRANSCRIPT: “How to Efficiently Sign & Deliver Your Clients’ Estate Planning Documents”

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PDF TRANSCRIPT: “How to Hire and Effectively Use an Executive Assistant”

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PDF TRANSCRIPT: “How to Read a 1040 For Fun and Profit!”

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PDF TRANSCRIPT: “How to Sell More Living Trusts Even in States Where Wills Remain Popular”

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PDF TRANSCRIPT: “How to Set Up and Successfully Utilize Satellite Offices”

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PDF TRANSCRIPT: “How to Set Your Fees: For Estate Planning Attorneys with a Living Trust-Centered Practice”

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PDF TRANSCRIPT: “How to Set Your Post-Death Administration Fees—So You Actually Make a Profit!”

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PDF TRANSCRIPT: “How to Successfully Hire Support Staff”

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PDF TRANSCRIPT: “How to Use Online Reviews to Get More Business!”

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PDF TRANSCRIPT: “How Will the “Big, Beautiful Bill” Benefit You & Your Clients?”

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PDF TRANSCRIPT: “Important Estate Planning Drafting Considerations for Blended Families”

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PDF TRANSCRIPT: “Managing Capital Gains Tax in 2024 and Beyond”

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