Seminars

Seminar & Workbook Packages:
Build Your Legal Knowledge Foundation

The 4-Part Integrated Estate Planning Seminar Series

To learn more about this series, click here.

Seminar I
Integrated Estate Planning: The Basic Course $350
(4-CD Audio Set + Seminar Workbook)
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Seminar II
Integrated Estate Planning: The Advanced Course $350
(5-CD Audio Set + Seminar Workbook)
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Seminar III
Trust Administration $350
(4-CD Audio Set + Seminar Workbook)
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Seminar IV
End-of-Life Planning: Living Wills, Medical Directives
Conservatorships, Special Needs Trusts & Preserving a Client’s Legacy
$350
(4-CD Audio Set + Seminar Workbook)
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Complete Set: Integrated Seminar Series I-IV $1120*
(17-CD Audio Set + 4 Seminar Workbooks)
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*20% discount when full series is ordered.

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  • Upcoming Teleseminars

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Legal Education Products

  • Live & Recorded MCLE Seminar Packages (CDs, DVDs & Workbooks)
  • Live & Recorded MCLE Teleseminar Packages (CDs, DVDs & eStudy Guides)
  • Estate, Trust & Wealth Planning Blog
  • Quarterly WealthPLANNING eNewsletter
  • Legal Education Services

  • Speaking| In-House Training Services
  • Consulting| Coaching Services (including Legacy & Succession Planning)
  • Licensing of Legal Forms
  • Legacy & Wealth Planning Client Products & Services

  • Live & Recorded Legacy Seminar Packages (CDs, DVDs & Workbooks)
  • Live & Recorded Legacy Teleseminar Packages (CDs, DVDs & eStudy Guides)
  • One Life. One Time. One Legacy. Blog
  • My Life, My LegacyPLAN eNewsletter (quarterly)
  • Speaking| In-HouseTraining Services
  • Consulting| Coaching Services (End-of-Life Planning, Legacy Planning, Succession Planning & Grief Coaching)
  • Estate Settlement Agent Services