FAQ

About the Advanced Legal Training Institute
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
Expand Your Legal Practice to include Estate Planning right now. Advanced Legal Training Institute was created to offer state-of-the-art legal education. Our seminars, services and products offer the latest information to enhance the quality of the practice of law. Understand the fundamentals of the Estate Planning Process as we have all the resources to assist you in shaping your practice to serve all of your clients in this expanding area of law. 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. 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 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 teleseminars 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.

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 & firm Consulting Services including Legal, End-of-Life & Legacy/Succession Planning

About Our Seminars, Teleseminars, Products, & Services including the Ordering Process

Information on Seminar Packages:
The Integrated Estate Planning Seminar Series (I-IV)
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 Seminar 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!

Where can I find more details on the Integrated Estate Planning seminar series?
Finding more information is easy. When you click on additional information next to the seminar title, you will be referred to a more detailed description of the program including the Seminar Workbooks and Audio/CD module titles.

Will I receive course materials?
Yes! You will receive a comprehensive Seminar Workbook reference manual specific to the seminar you are purchasing. Each of the Integrated Estate Planning Seminar Series Workbooks is written by the seminar presenters and serves as a valuable reference for you during and after the program. There is space for note taking and each manual is bound so storage after the seminar is neat and convenient. The Seminar Workbook is then available for future personal review or for study by others in your office.

Can a seminar be presented on-site for my organization?
Yes! Advanced LTI is happy to arrange to have the program of your choice presented at your facility. The benefits of in-house training are numerous. You can learn more information about bringing our customized training to your office by contacting us at info@advancedlegaltraininginstitute.com.

How do I submit a topic I am interested in seeing become a seminar?
Your ideas count and we want to hear from you. If you have a topic or idea that you would like to share with us, please write to us at customerservice@advancedlegaltraininginstitute.com.

Information on Teleseminar Packages:
The Asset Protection Planning Seminar Series (I-III)
Listen and participate from your telephone and learn how to draft trust provisions, which will protect trust beneficiaries assets from attack by creditors without falling into any income, gift, estate and generation skipping tax traps. . Following the speaker presentation, you’ll have an opportunity to get answers to your specific questions during the interactive Q&A. Teleconferences offer an excellent opportunity to learn a new concept with no lost travel time or expense. No special equipment is required to participate fully in the live interactive program–all you need is a telephone.

**Can’t participate in the live teleseminar? A downloadable CD of the full teleconference proceedings, including Q&A and PDF files of all handouts, will be available 10 days after the program.

Teleseminar I: Title: “Asset Protection Trusts for Non-Settlor Beneficiaries Under California Law”
A live 90-minute MCLE Teleseminar with Interactive Q&A presented by:
Speaker: Francis Burton Doyle, Esq., WealthPLAN Facilitator: Mary G. Anderson, Advanced Legal Training Institute

Teleseminar II: Title: “Asset Protection for Self-Settled Trusts in California”
A live 90-minute MCLE Teleseminar with Interactive Q&A presented by:
Speaker: Francis Burton Doyle, Esq., WealthPLAN Facilitator: Mary G. Anderson, Advanced Legal Training Institute

Teleseminar III: Title: “Using California Business Entities to Facilitate Asset Protection Planning”
A live 90-minute MCLE Teleseminar with Interactive Q&A presented by:
Speaker: Francis Burton Doyle, Esq., WealthPLAN Facilitator: Mary G. Anderson, Advanced Legal Training Institute

Where can I find more details on the Asset Protection Planning Teleseminar series?
Finding more information is easy. When you click on additional information next to each teleseminar title, you will be referred to a more detailed description of the program.

Will I receive written materials?
Yes! You will receive an eStudy Guide upon registration for each teleseminar. Each page of the eStudy Guide is designed specifically to provide concise techniques to use immediately in your practice. The eStudy Guide is written by a qualified practitioner to guide you through the Asset Protection Planning process.

Can a teleseminar be presented on-site for my organization?
Yes! Advanced LTI is happy to arrange to have the lunchtime teleseminar program of your choice presented at your facility. The benefits of an in-house presentation are numerous. We can easily speak at an extended staff meeting, firm retreat, evening educational meeting or other gatherings. You can learn more information about bringing our customized teleseminar materials to your office by contacting us at info@AdvancedLTI.com.

How do I submit a topic I am interested in seeing become a teleseminar topic?
Your ideas count and we want to hear from you. If you have a topic or idea that you would like to share with us, please write us at customerservice@advancedlegaltraininginstitute.com.

**Can’t participate in the live teleseminar? A downloadable CD of the full teleconference proceedings, including Q&A and PDF files of all handouts, will be available 10 days after the program.


About the Ordering Process

How do I order products and consulting services from the Advanced Legal Training Institute?
Purchasing this product is quick and easy. Click on the shopping cart on the order page and make your selection.

How will I confirm that you received my on-line product order?
When you make your purchase on-line, you have two convenient options for receiving an order confirmation. At the end of your purchase you will be presented with a detailed confirmation page that you can print for future reference. Additionally, simply enter your email address where prompted, and we will send a detailed confirmation for your records.

Do you offer multiple purchase discounts?
Yes! The more copies you purchase for your organization, the more you save. After five sets of the complete Integrated Estate Planning Series (I-IV) have been purchased for distribution in your organization, each additional complete set is offered at a 30% discount.

What are my payment options?
We accept a wide variety of payment options. These include MasterCard, Visa, American Express, Personal or Corporate Check or a Purchase Order.

What is your refund policy? Do you guarantee satisfaction?
Yes! If you’re not happy, we’re not either. We want to hear your feedback and grow our company through referrals. Your product fees will be refunded if you are not satisfied for any reason. Also if for any reason your product is damaged, broken or other problem, please contact us directly.

I’ve now ordered your seminar materials, how long will it take for me to receive them?
If you have just ordered our seminar products, your order will be shipped within approximately three business days. If you have any questions or need a special delivery service, please contact our customer service department at customerservice@advancedlegaltraininginstitute.com.

Are my on-line purchases secured?
We incorporate security measures to ensure the safety of any financial information you provide during your registration and purchase process. Please note that email communication directed to us will not be secure unless otherwise noted.


About Legal Consulting Services

Advanced LTI offers premier legal consulting services that focus on establishing, developing and expanding an Estate Planning practice. If you are a lawyer, we work with you to establish and/or develop a successful estate planning practice by offering consulting services and systems that attract high net worth clients and counsel them in a systematic process. We offer drafting support for all the required estate planning documents and follow up procedures to employ with clients on a periodic basis. We have all the resources to assist you in shaping your practice to serve clients in this expanding area of law.

Our legal consulting services add value, expertise and revenue to law firms, attorneys, executives, accountants, financial planners and other investment professionals. We support these professionals in both adding and expanding to their estate planning knowledge and wealth planning services. From assessing your firm’s needs to creating and implementing a comprehensive system of client services, we approach planning in the most effective, integrated way by working with you and your team of professionals toward the greatest benefit for the client.


Service Options

Option 1
Legal Consulting Services| One Hour Consulting Session| One 60-Minute Call
During one full hour, plan to ask as many questions as time permits. Get answers to your tough questions, get direction on where to go ‘next’ as you establish, develop or expand your estate planning client services.
For more information, contact us at consultingservices@advancedlegaltraininginstitite.com.

Note: This is NOT a strategy call due to time constraints, rather a mechanics or nuts and bolts type call. To work on a more complex or strategic challenges related to the development or expansion of your estate planning practice, we recommend the Legal Consulting Service packages below.

Option 2
Legal Consulting Services| Three 45-minute Calls per Month
Three 45-minute phone calls per month allows time for you to know that your business challenges have been critically analyzed and that the recommendations based on our analysis have been fully implemented by either you or your team during the month.
For more information, contact us at consultingservices@advancedlegaltraininginstitite.com.

Option 3
Legal Consulting Services| Three Months of Legal Consulting in Advance
Three-Months of Sessions| Three 45-minute Calls per Month
For more information, contact us at consultingservices@advancedlegaltraininginstitite.com.


About End-of-Life & Legacy Planning Consulting Services

We offer consulting services that provide leadership, support and resources to clients as they manage the challenges that arise during end-of-life planning. We are ready to use our knowledge and expertise to support the Baby Boomer Generation–who is being stretched between their own concerns about the health and the welfare of their families and their parent’s challenges with growing older. Professionals, such as attorneys, physicians, executives, accountants and financial planners who work with managing the wealth, health and estate plans of others, need to consider all of their clients challenges and offer the appropriate resources.

Legacy Plan Consulting provides a variety of services to individuals and organizations as they grapple with the four aspects of End-of-Life Planning: 1) Legal Planning, 2) Financial Planning, 3) Last Wishes and 4) Legacy and Succession Planning. From assessing the client’s needs to creating and implementing a complete end-of-life plan, we work with each client in a confidential and supportive way.

Advanced Legal Training Institute offers Legacy Plan Consulting Services to assist both you and your firm in answering the needs of your clients, our menu of services include:

  • Assistance with Elder Care Challenges such as choosing a nursing home, working as a liaison from out-of-state with caretakers and medical personnel, etc.
  • Interviewing & Hiring Care Givers such as hiring 24-hour nursing care, household help with meal planning, errands, bill paying, shopping, correspondence, clutter and help with creating a Household Management Guide for Elders and completing a Household Inventory.
  • Acting as a Liaison between hospice, medical personnel and the client.
  • Creating Notes of Interest on the history of items (jewelry, silver, china, painting, etc.) that will be heirlooms for others.
  • Creating a Legacy Plan–designing a love letter to family and friends, which outlines the client’s family history, genealogy, education, life challenges, values, and memories for others. By consolidating photographs, notes, memorabilia, news clippings, etc. an important heirloom will be created for generations to come.
  • Creating a Funeral Plan by pre-planning the funeral process (writing the obituary, mortuary or cemetery choice, cremation or burial, staging of the burial (e.g. Veteran or special military burial, etc.). Choice of priest/minister, guest list, travel arrangements, speakers at service, photographs to be shared, scripture/poetry to be read, music to be played, etc.
  • Providing Assistance with End-of-Life Planning & Administration of the Trust; coordinating property sales, arranging storage facilities, collecting papers, consolidating accounts and providing client support in conjunction with legal counsel.
  • Providing Grief Coaching and Conflict Resolution; learning to understand the grief process and time line, develop support networks and/or secure professional grief counseling.


About Our Instructors
Visit our About Us Page to learn more.

Francis Burton Doyle, Esq., Founder, WealthPLAN

Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is certified by the California State Bar as a specialist in both Taxation Law and in Probate, Estate Planning and Trust Law. Frank has hired and developed a consolidated group of efficient, highly organized and experienced professionals who take immediate action, whether the matter is driven by a desire to address a client’s estate planning objectives, the loss of their loved one, or the need for legal representation in a disputed matter. Frank is able to easily share his experience in creating a thriving estate planning practice with his seminar participants because he has done it!

Frank is a dedicated educator. He is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars as well as other continuing professional educational organizations. He is a Professor of Law at Lincoln Law School of San Jose where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. Frank was named Professor of the Year for the 2004-2005 Academic Year. He is a member of the Board of Directors of the Santa Clara County Estate Planning Council and a member of the Executive Board of the Silicon Valley Bar Association.

As an active and committed philanthropist within the Silicon Valley community, Frank presently serves on the Santa Clara University Planned Giving Committee, the Diocese of San Jose Planned Giving Committee, and the Silicon Valley Planned Giving Council of which he is past president. Frank is the past Chair of Planned Giving for the Foundation for Hope, and a past member of the Notre Dame High School Endowment Committee. He was instrumental in launching Silicon Valley’s “Leave a Legacy” program, which in 1999 was honored by the National Planned Giving Council as the number one program in the country.

Frank Doyle received his BA degree from Santa Clara University, his J D degree from the University of San Francisco Law School, and his MS 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.

Mary G. Anderson

Mary 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 this challenge, 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.

Visit our Testimonials Page

About MCLE Accreditation

MCLE credit
• Will I qualify for continuing professional education credit by listening to your seminar?
• How do I obtain verification of attendance for credit reporting purposes?

Will I qualify for continuing professional education credit by listening to your seminar?
Yes! We are a CalBar Approved Provider. Our seminars qualify for minimum continuing legal education credit for a wide range of professions. Each seminar offered has the particular MCLE* credits listed under the title.
*Reporting Date Rule: Attorneys are broken up into 3 groups (last names A-G// H-M // N-Z). Groups rotate reporting, every January 31.

How do I obtain verification of attendance for credit reporting purposes?
When you purchase any or all of the Integrated Estate Planning Seminar Series—you will receive a certificate of attendance to complete upon the conclusion of each seminar. You are requested to fax a copy of the completed certificate to our office. You may then use your certificate to verify your participation for meeting professional education requirements.

IMPORTANT: Information on Minimum Continuing Legal Education (MCLE) at Advanced Legal Training Institute Minimum Continuing Legal Education (MCLE) refers to the approved continuing legal education required of California attorneys. Attorneys, including those who are Exempt, are required to submit a Compliance Card to the State Bar to verify that they have complied with their MCLE requirement. To ensure that lawyers receive quality legal education, the State Bar approves MCLE Providers and education activities. California’s attorney membership is divided into 3 compliance groups. Compliance periods for the three groups are staggered, so that each group reports compliance in a different year. Compliance periods are 36 months (3 years) in length. Just prior to the end of a group’s compliance period, the State Bar sends compliance cards to those who must comply that year. Reporting deadlines for each compliance group are listed on this page, along with information about the breakdown of the 25-hour education requirement.

GROUP 1 (A-G)
Period: 2/1/2007-1/31/10 Deadline: 2/1/2010
GROUP 2 (H-M)
Period: 2/1/06 -1/31/09 Deadline: 2/1/2009
GROUP 3 (N-Z)
Period: 2/1/08-1/31/2011 Deadline: 2/1/2011

PLEASE NOTE! Feb. 1 is the deadline for MCLE compliance and payment of annual bar dues. On Feb. 2, late payments will be assessed a $100 fee for active attorneys and $30 for inactive members. Members of Group 1 (last names beginning with letters A-G) also must submit their MCLE compliance cards online or make sure they are postmarked by Feb. 1. Group 1 members who miss that compliance date will be assessed a $75 late compliance fee beginning on Feb. 2.

MCLE “Regular” Requirement: Total hours required every three years: 25 hours

  • Maximum “self-study” hours: 12.5 hours
  • Members must fulfill at least one-half of their MCLE requirement with activities approved for “participatory” MCLE credit.
  • Special Requirements within the total hours required (may be taken as participatory or self-study)

~Legal Ethics: 4 hours (required)
~Detection & Prevention of Substance Abuse: 1 hour (required)
~Elimination of Bias in the Legal Profession: 1 hour (required)

“What is a “California MCLE Approved Provider”? Is Advanced Legal Training Institute an Approved Provider?”
“California MCLE Approved Providers” are given blanket authorization for a specific period, to offer California MCLE credit for education activities. The education activities must meet the standards for approval in the MCLE Rules and Regulations. Advanced LTI is a Cal Bar Approved Provider (#13751). Approved Providers are not required to submit individual education activities to California for approval.
The State Bar of California adopted a Mandatory Continuing Legal Education (MCLE) program in 1992. There are 120,500 active licensed attorneys in the state of California. California currently requires 25 hours of CLE credits over 3 years. Attorneys can carry credits over from year to year but not to the next cycle.

MCLE Reporting: Attorney Responsibility
California attorneys are required to report their attendance of CLE classes by using the California Certificate of Attendance form. Credits are posted by state bar identification number or attorney name to individual CLE transcripts, which keep a running total of MCLE credits for a particular year.

Class Accreditation
California bases accreditation on 60 full minutes per hour. This means for every 60 minutes of Advanced LTI training, the attorney is accredited 1.0 MCLE credit hours. California does not include in this 60 minutes time for introduction and welcoming remarks. Even though the California MCLE Board grants attorneys one credit hour for each 60 minutes of training, there is a maximum number of credits an attorney can receive for any given class. California will accredit luncheon/dinner speeches. California will give CLE credit for audio and videotapes and in-house training programs. If you participate in the entire Integrated Estate Planning: The Complete Seminar Series*with Advanced LTI and review all the self study materials provided with your registration fee, you will fulfill your entire 3-year, 25-hour MCLE requirement (12.5 participatory and 12.5 hour self-study package).

Please contact us by filling out the form below,
emailing us at info@AdvancedLTI.com or by phone.
Contact Us Form

Advanced Legal Training Institute
1635 The Alameda, 2nd floor, San Jose, CA 95126

Telephone (650) 960-3772 Facsimile (650) 960-3773

©2008 Advanced Legal Training Institute. All rights reserved.