The Integrated Estate Planning Seminar Series (I-IV)
Introduction
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. The Integrated Estate Planning Seminar Series covers all aspects of post mortem administration, including court petitions, accountings, declarations, status reports, developing private foundations and charitable planning. Make an investment in your services, yourself and your career—gather this MCLE-in-a Box and develop a thriving estate planning practice!
Our estate planning and probate seminars 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. CLE 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.
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).
For more information regarding MCLE Accreditation, Products, Services & Ordering Process, please visit our FAQ page.
4-Part Integrated Estate Planning Seminar Series:
Seminar I
Integrated Estate Planning: The Basic Course
Seminar II
Integrated Estate Planning: The Advanced Course
Seminar III
Integrated Estate Planning: Trust Administration
Complete Set*
Integrated Seminar Series I-IV
*20% discount when full series is ordered
Each seminar package includes a 4-CD studio-quality audio recording of a live 8-hour seminar with case studies, Q & A and the latest legal updates in the practice of estate planning and trust administration. Each program (4-CD Audio Recording) in the Estate Planning Series is approved for 6.5 Credit Hours MCLE including 1.5 Credit Hours of Legal Ethics (CalBar Approved Provider No. 13751).
Each Integrated Estate Planning Seminar includes a Seminar Workbook and CD/Audio Recordings.
The Integrated Estate Planning Seminar series includes a professionally prepared 75-page manual with each seminar purchased. The comprehensive Seminar Workbook contains both legal forms and practical exercises to help you learn and remember everything that is covered during the seminar. It is a valuable reference tool designed to help you understand the concepts and nuances of the various topics.
Testimonials
“Listening to these audio tapes has allowed me to learn both the basics and the advanced elements of estate planning. The way that the presentation is separated by tracks for each subject allows the listener to easily review a particular topic. “Mr. Doyle exhibits excellent skills and knowledge of the estate planning field, especially the “real life” experience of 30+ years in practice. He answered all my questions regarding property transmutation and trust property allocation after the death of grantor.”… Duyen N., Attorney
“I knew the process of “how” the forms are completed and the trust administration process. I was not familiar with the “theory” behind the law. I better understand the “why” of why certain documents must be used, why the 706 is done in a certain way and the tax implications of the trust administration process. These courses are thorough and well designed.” …Fernando C., Paralegal
“A great amount of information was presented and the pace was great. The instructor allowed for questions and spent a lot of time satisfying questions. The workbook is excellent and will be very helpful with great resource for how to cover trustee issues and possibly keep from litigation.” …Gail M., Attorney
“The program subject matter throughout is presented in a very real, down-to-earth, nuts and bolts manner. The seminar leader said: here’s what you do, why you should do it this way and conversely, what you should not do. The seminars provide insight into all aspects of estate planning.” …Jules T., IRS Attorney
“The Integrated Estate Planning Seminar Series offered me an opportunity to learn a complex area of law at my own pace. I have now successfully added this specialty to my expanding practice. Mr. Doyle is a gifted educator and a very astute attorney.” …Leigh W., Attorney
“Well structured and detailed coverage of very advanced planning techniques”… Joe Z., Attorney
Contact our office if you would like to request a more detailed outline of the course content.
Note: Estate Planning, Probate and Trusts involve complex areas of law. Individual circumstances must be considered before any advice can be given. The general information above is not to be construed as legal advice, which can only be given after consideration of the unique facts of each matter. Please seek the advice or counsel of your attorney, financial advisor or CPA, as it may be appropriate.
Advanced Legal Training Institute Telephone (650) 960-3772 | Facsimile (650) 960-3773 www.advancedlegaltraininginstitute.com
