LEGAL CONSULTING SERVICES
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, seminars, onsite training and consulting services 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.
It is critical in any wealth planning practice to have the specialized skill of developing and implementing creative solutions for the complex tax and legal issues of the high net worth clientele. Advanced Legal Training Institute includes instruction in both the necessary qualitative and quantitative analyses and the structuring of integrated systems that are required to affect the wealth planning objectives of the client. Our Integrated Estate Planning Series of instructional CDs also addresses the Trust Administration and litigation component of estate planning. You will learn how to focus on settling decedent’s matters without the expense, delay, and publicity inherent in traditional estate administration. By learning to manage a trust and estate administration practice from start to finish, you will also learn how to assist clients in managing the complex and detailed process of administering trusts and estates on a post mortem basis.
Our estate planning and probate seminars, onsite training and consulting services will provide you with the practical knowledge you need to perform your job with greater skill and effectiveness. We help you stay current on existing laws and legislation that affect estate planning and probate professionals.
You can be confident that we carefully design our estate planning seminars and probate seminars to ensure that you’ll be able to satisfy all of your professional training requirements. MCLE and other continuing education credits are readily available for our estate planning seminar series. Mr. Doyle has been providing continuing education to individuals in the estate planning and probate areas for over twenty-five years.
