(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
Complimentary CLE Webinar
"THE TWELVE AXIOMS OF WEALTH PLANNING"
Presenter: Francis Burton Doyle, Esq., WealthPLAN
CLE: 1.5 CLE
Course Description:
The
complimentary,
on-demand webinar
entitled,
The Twelve Axioms of Wealth Planning". This presentation includes an overview of
all aspects of estate planning, wealth preservation, trust and estate
administration, and trust and estate litigation. These twelve rules/axioms/tips
will help attorneys and other wealth professionals make smart, timely choices
that reduce the exposure of your firm and provide your clients' estate plan
with fewer taxes and other wealth transfer costs, many of which are not
financial!
This is a complimentary recording of a TV Show entitled, "The 12
Axioms of Wealth Preservation" on the
"Voice of
the Valley"
TV
show. Attorney Frank Doyle, Esq., is interviewed by Mary G. Anderson, the
Program Director at
Advanced Legal Training Institute.
Each of Our CLE Legal Training Packages include the following:
1) A Video Recording (MP4- immediate download) of the Live Course Session
2) A PDF/immediate download of the PowerPoint slides which were reviewed and
discussed in the
Live Course Session
3) A PDF/immediate download of the Comprehensive eStudy Guide of course materials and/or forms which also includes the CLE Course Evaluation and CLE Certificate of Attendance.
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]
Questions? Please email us…
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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.
CLE Webinar Curriculum
Frequently Asked Questions
Dear Participants,
My name is Frank Doyle; I have been working in this area of law for over thirty years. I am a member of the State Bar of California and certified by the Cal Bar as a specialist in Taxation Law and Probate, Estate Planning and Trust Administration. I am also an educator and I enjoy teaching and sharing the stories of the challenging legal conundrums that I have solved in my estate planning practice over the years. My goal as an educator and professor of law is to provide not only the critical legal analysis required in today's ever-changing legal environment but also the case studies, examples, drafting forms and more to help the participant (you) to understand each topic we cover.