About The Advanced Legal Training Institute
The Advanced Legal Training Institute Offers:
- Live seminars, dedicated to MCLE credit (half-day and full-day)
- Teleseminars & eStudy Guides
- Customized in-house programs to law firms and corporate counsel
- Audio and video self-study materials, including seminar workbooks
- Individual consulting services including Legacy and Succession Planning
Our company is dedicated to helping attorneys meet their Minimum Continuing Legal Education (MCLE) hours. Estate planning attorneys are not the only practitioners who need to understand trusts & estates issues, which arise in virtually every matter from corporate to real estate to matrimonial cases. Our programs provide non-estate planning attorneys with a basic understanding of estate planning issues in order for you to better serve your clients’ needs. Seminar attendees also include accountants, CPAs, financial and estate planners, tax consultants, enrolled agents, insurance professionals, bankers, trust officers and retired executives.
Advanced Legal Training Institute is a leader the field in on-line legal education. We bring the knowledge, experience and know how of experienced legal professionals to make sure that your practice is enhanced with a variety of new skills. We offer a foundation of comprehensive and custom designed systems for your use; based on the structure of the client’s assets and tailored to achieve their goals.
Advanced LTI is dedicated to imparting the knowledge of how to add an estate-planning component to your client service menu. As you begin by identifying the right client for your practice to the importance of client service and a strong commitment toward implementing the integrated estate planning philosophy, our seminar series covers each step in the process.
The challenge of developing a team of professionals that are responsible for establishing and meeting deadlines, drafting the recommended documents, forming legal entities, integrating title documents and coordinating with other professionals on the client’s project is critical to this task.
Our programs are of value to any wealth planning professional who is dedicated to offering services of wealth generation, wealth management and wealth preservation which serves as a unique foundation for her legal practice.
Our Commitment
Advanced Legal Training Institute is dedicated to providing the most timely, relevant and effective continuing legal education available. Our seminars offer the latest information to enhance the quality of the practice of law.
Our Comprehensive Instruction
Each seminar includes formal lecture presentations, case studies and small group problem solving sessions in a collegial and supportive environment that facilitates dialogue and debate.
Our Participants
Our company is dedicated to helping attorneys meet their Minimum Continuing Legal Education (MCLE) hours. Seminar attendees also include accountants, CPAs, financial and estate planners, tax consultants, enrolled agents, insurance professionals, bankers, trust officers and retired executives.
About Our Instructor(s)
Francis Burton Doyle, Esq., WealthPLAN
- Member, State Bar of California
- California State Bar Certified Specialist, taxation law and probate, estate-planning and trust law
- Instructor, California Continuing Education of the Bar (CEB), Lorman Educational Services & National Business Institute
- Founder, WealthPLAN, 30 years of experience in tax, estate-planning probate, trust administration and litigation
- Professor; Lincoln Law School of San Jose
- Member, Board of Directors, Santa Clara Valley Estate Planning Council
- JD, University of San Francisco Law School, MS, Taxation, Golden Gate University, BA Santa Clara University
Hello, 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 practice over the years. I remember it well; I walked in the door and told my wife, “I quit my job today”. She looked at me holding our 6-week old son and said, “What are we going to do?” It was at that point that I decided to break out on my own and start my estate planning practice. I hit the road and began to set up the alliances, network of associates and expertise to build a thriving international estate planning practice.
Over the years, I have continued to teach law school and present MCLE courses nationwide. I was frustrated with the fact never have found the information that would allow an attorney to capture the basics of developing and expanding a thriving estate planning practice, so I have created them for you now. I am the founder of WealthPLAN and bring over 30 years of experience in tax, estate planning, litigation, probate and trust administration.
I have taken all of my experiences and legal expertise to create the Integrated Estate Planning Seminar Series. This set of 17-audio CDs includes over 30 hours of legal information that will give you a jump start in order to get yourself into this lucrative and growing legal niche. I have taken the best ideas from all of my presentations, case studies and professional experience to provide you with a step-by-step program to support our aging population as they develop their own estate plan. I am now working with some of the children and grandchildren of my original clients. My tapes and workbooks offer checklists, templates, forms and articles to provide this education for attorneys and any wealth preservation professional. My 6-week old son, John, is now grown and soon to graduate from law school himself.
Often, lawyers, especially in smaller firms, frequently are not good business people, and there is often a reluctance to get involved in management. Unfortunately, this is a luxury that small law firms no longer can afford. It’s a highly competitive business today, and law firms can’t afford not to have well-defined goals and objectives plus proactive leadership.
Mary Gutheil Anderson, Life Management Consulting
- Organizational Consultant/Coach, Speaker and Writer
- Hewlett Packard, Management Training Specialist
- Founder, Advanced Legal Training Institute
- Producer and host of “Voice of the Valley” television show
- BA Willamette University, Secondary Teaching Credential
MARY G. ANDERSON is an organizational consultant/coach, keynote speaker, seminar leader, author and successful entrepreneur. Mary specializes in supporting clients through various life transitions by offering specific tools and processes that allow you to manage the challenging process of change. Specializing in combining humor with information, she has also written many articles on personal development for newspapers and other publications.
In the past couple of years, Mary has met with the unexpected death of four family members, including her son Taylor. She was forced to confront many challenging obstacles including planning a funeral and making other end-of-life choices. It was at this time that Mary also became actively involved as executor of both her parent’s estate and brother’s estate. She quickly learned about the grief, shock, inertia and indecision that often faces executors/trustees as they try to quickly organize and access all the paperwork, deeds and property etc. that may be required by CPA’s, attorneys, insurance/real estate agents or other advisors.
As a result of these tragedies, Mary has designed a consulting service to assist clients who are either in 1) the midst of handling a death of a loved one and executing their estate and/or 2) a client who has decided to get organized and plan ahead by completing their will, organizing their important papers, completing a checklist of final wishes and creating a legacy will. She also offers Succession Planning services for business owners and executives as they develop their vision and successors for generations to come.
Mary also produces and interviews a variety of guests on the “Voice of the Valley” cable television show, which highlights various entrepreneurs in Silicon Valley. She is the founder of the Advanced Legal Training Institute. Mary’s career began as a Management Training Specialist with Hewlett Packard Company. After 15 years of working in various corporate personnel and training positions, she started her own management consulting business. Through her company, Life Management Consulting, she has helped hundreds of individuals and many corporations develop solutions to work/life balance issues, time management challenges and leadership development.
About Our Products & Services
About our audio CDs ~ each of our audio CDs are prepared in a professional recording studio and the CDs are designed in a unique modular format, which allows you to go directly to a specific topic to enhance your learning experience.
About our Seminar Workbooks & eStudy Guides ~ the Advanced Legal Training Institute provides an accompanying seminar workbook & study guide for each of the audio CD modules. The comprehensive Seminar Workbook contains forms, case studies and practical exercises to help you learn and remember everything that is covered during the program. The workbook is a valuable reference tool designed to help you understand the concepts and nuances of the various topics.
About our Consulting Services ~ the Advanced Legal Training Institute offers premier consulting services to lawyers, law firms and individuals designed to assist them in integrating specific areas of law and end-of-life & legacy planning effectively into their practices.
About MCLE & Continuing Legal Education credit ~ the Advanced Legal Training institute is a State Bar approved MCLE sponsor and each seminar, upon completion, qualifies for 6.50 Credit Hours MCLE hours (including 1.5 Credit Hours of Legal Ethics).
