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ADVANCED LEGAL TRAINING INSTITUTE
(Complimentary) "The Twelve Axioms of Wealth Planning"
An overview of all aspects of estate planning, wealth preservation, trust and estate administration, and trust and estate litigation
Francis Burton Doyle, Esq.
%
COMPLETE
FREE
(Complimentary) "How to Draft a Basic Revocable Living Trust Agreement"
The webinar includes a basic overview of the drafting issues and challenges that an estate planning attorney faces in their practice
Francis Burton Doyle, Esq.
%
COMPLETE
FREE
"From the School of Hard Knocks: Thoughts on the Initial Estate Planning Client Interview"
Laying the Foundation for a Good to Great Estate Planning Result
L. Paul Hood, Jr., Esq.
%
COMPLETE
$197
"Develop a Yearly Marketing Plan for Your Practice in One Hour"
Marketing Skills for Attorneys & Other Wealth Planning Professionals
Mary G. Anderson, Business Consultant/Coach
%
COMPLETE
$147
“Trust Protectors: What Are They and Why Probably Every Trust Should Have One”
What Are the Pros and Cons of Adding a Trust Protector?
John ("John A") Warnick, Esq.
%
COMPLETE
$197
"Critical Steps to Consider When Drafting an Estate Plan for Young Families: Applying the Principles of Purposeful Trusts and Gifts to Working with Parents and Grandparents”
Understand the Importance of Choosing the Appropriate Guardian! Encourage Your Clients to Document Their Legacy!
John ("John A") Warnick, Esq.
%
COMPLETE
$197
"The 5 Easy Pieces of Post-Mortem Trust Administration"
Everything you need to know about Post-Mortem Trust Administration
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"Planning, Drafting & Administering the New and Improved QTIP Trust"
Develop the knowledge and skill necessary to administer the QTIP trust
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"Ethics in Estate Planning 1.0: The Hidden Hazards of Trying to Do the Right Thing"
A basic overview of the ethical rules that affect the estate planner in everyday practice
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"Ethics in Estate Planning: 2.0:
The Hidden Hazards of Trying to Do the Right Thing"
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"How to Use an Irrevocable Life Insurance Trust (ILIT) to Exponentially Enhance the Effectiveness of Your Client's Estate Plan"
Introduces and explains the importance of using an ILIT to protect your clients assets
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"Planning and Drafting Effective Powers of Appointment"
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"How to Draft Trust Provisions to Protect Trustees & Other Fiduciaries from Liability"
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"The 7 Axioms to Avoid Fiduciary Liability When Investing Trust Assets"
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"Asset Protection in California: Pitfalls and Opportunities"
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"How to Effectively Manage Income Tax Issues in Estate Planning & Post-Mortem Trust Administration"
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"Tax Considerations in Drafting a Revocable Living Trust Agreement"
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"How to Understand the Complexities of California Real Property Tax Issues"
In Both Estate Planning & Post-Mortem Trust Administration
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"Determining Testamentary Capacity in California After the Lintz and Andersen Cases: A Perplexing Task""
Francis Burton Doyle, Esq.
%
COMPLETE
$197
"How to Measure a Client’s Mental Capacity, Potential Undue Influence & Elder Abuse"
This 90-minute presentation covers the important criteria to use when determining a client's mental capacity to execute estate planning documents.
Francis Burton Doyle, Esq.
%
COMPLETE
$197
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