CLE Webinar Bundle: (6)- 90-minute CLE Estate Planning Webinars
(6)- 90-minute CLE Estate Planning Webinars
Get immediate and unlimited access to these six CLE courses:
- 1-“The 5 Easy Pieces of Post-Mortem Trust Administration” (learn more)
- 2-“Planning, Drafting & Administering the New and Improved QTIP Trust” (learn more)
- 3-“How to Use an ILIT to Exponentially Enhance the Effectiveness of Your Client’s Estate Plan” (learn more)
- 4-“Planning & Drafting Effective Powers of Appointment” (learn more)
- 5-“How to Draft Trust Provisions to Protect Trustees & Other Fiduciaries from Liability” (learn more)
- 6-“The 7 Axioms to Avoid Fiduciary Liability When Investing Trust Assets” (learn more)
Attention Attorneys, Trust Administrators, Financial Planners, Fiduciaries,
CPAs and Other Wealth Planning Professionals
Avoid Costly Litigation... Protect Your Clients...
Provide Legal Counsel... Preserve Their Legacy...
ADVANCED LEGAL TRAINING INSTITUTE OFFERS:
Customized Onsite Legal Seminars & Training (MCLE)
Legal Consulting, Coaching Speaking & Client Support Services
web: AdvancedLegalTrainingInstitute.com
email: [email protected]
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Your CLE Instructor
Francis Burton Doyle, Esq., Founder of WealthPLAN
Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is a Member of the State Bar of California and is certified by the California State Bar as a Certified Legal Specialist in Taxation Law and Probate, Estate Planning and Trust Law.
Frank is the co-founder of the Advanced Legal Training Institute and he is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars. He is a Professor of Law at Lincoln University School of Law where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. In addition, Frank has recently received a Martindale-Hubbell® rating of AV®, which is the highest rating a lawyer can receive.
Mr. Doyle is a Member of the Board of Directors of the Santa Clara County Estate Planning Council and the Executive Board of the Silicon Valley Bar Association. He is the past president, Santa Clara County Estate Planning Council and the past chair of the Planning Committee for the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara University, School of Law. Frank Doyle received his B. A. degree from Santa Clara University, his J. D. degree from the University of San Francisco Law School, and his M. S. in Taxation from Golden Gate University. Prior to founding WealthPLAN, Mr. Doyle was a shareholder at a large San Jose law firm where he specialized in tax and estate planning, trust administration and trust litigation.