advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 6, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Estates & Trust Law What You Need to Know… About the “New Tax Law” by Francis Burton Doyle, Esq., WealthPLAN After much speculation, in December of 2010, [...]
Posted by sinatra on Thursday, October 6, 2011 at 12:41 am
Filed under Articles, Estate Planning, News, Tax Planning, Trust Administration, Uncategorized · Tagged with "New Tax Law", ABC formula, Estate Tax Exemption, Gift Tax Exemption, IRS, Job Creation Act of 2010, Lifetime Gift Tax Exemption, Marital and a Bypass Trust, Portability, Survivor’s Trust/Marital Trust/Bypass Trust, §1014
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education October 5, 2011 Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Law Practice Management Series About Advanced Legal Training Institute by Mary G. Anderson, Life Management Consulting When I started Advanced Legal Training Institute almost five years ago, the [...]
Posted by sinatra on Thursday, October 6, 2011 at 12:17 am
Filed under Articles, Estate Planning, Law Practice Managment, Legacy Planning, News, Succession Planning, Uncategorized · Tagged with Advanced Legal Training Institute, Eldercare Plning, Estate Planning, Estate Settlement Agent, Integrated Estate Planning, Legacy Planning, Life Management Consulting, MCLE, My Estate Management Guide
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education October 5, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Important Information on the Federal Gift Tax Exemption October is a great month to reconnect with your clients. It’s the beginning of the fourth quarter and clients are thinking [...]
Posted by sinatra on Wednesday, October 5, 2011 at 7:23 pm
Filed under Articles, Estate Planning, Legacy Planning, News, Tax Planning, Uncategorized · Tagged with 2010 Tax Relief Act, Dynasty Trusts, Estate Planning, Federal Gift Tax Exemption, Generation Skipping Transfer Tax, Gift Planning, Gift Tax Liability, Inter Generational Transfers, IRS
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education October 5, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Law Practice Management Series Wrapping Up ONE AMAZING YEAR: How to End 2011 Strong by Following a 4th Quarter Action Plan Map by Mary G. Anderson, Life [...]
Posted by sinatra on Wednesday, October 5, 2011 at 3:34 am
Filed under Articles, Law Practice Managment, Legacy Planning, Succession Planning, Uncategorized · Tagged with 90-Day Intention, 90-Day Time Map, Feedback, Finish Strong., Goal Setting, Law Practice Management, Quarterly Goal Setting, Rewards, Support, Time Management
What Is succession planning? Succession planning is “a means of identifying critical management positions, starting at the more junior levels of project/case management extending all the pay up to the highest position in the firm. Although it is often confused with replacement planning, succession planning goes beyond replacement planning because its focus is broader than one position, department or specialty. While often associated with planning for a senior attorney/partner/executive replacements only, it is really a much broader concept than that.
Posted by sinatra on Tuesday, September 27, 2011 at 11:15 pm
Filed under Articles, Law Practice Managment, Legacy Planning, Succession Planning, Uncategorized · Tagged with Cross-Training, Documentation, Employee Development, Estate Planning, Gifting, Law Practice Management, MCLE, On-the-Job Training, Paralegals, Succession Planning
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 16, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Estates & Trust Law 5 Steps to a Solid Estate Planning Practice by Francis Burton Doyle, Esq., WealthPLAN 1. Be available and responsive to your clients’ requests. [...]
Posted by sinatra on Tuesday, September 27, 2011 at 11:10 pm
Filed under Articles, Estate Planning, Law Practice Managment, Succession Planning, Tax Planning, Uncategorized · Tagged with "The 5 Infernos of Tax Planning", Asset Management, Client Care, Customer Service, Estate Planning, Estate Tax, Generation-Skipping Tax, Gift Tax, Income Tax, Insurance, Integrated Estate Planning, Litigation, MCLE, Real Property Tax, Referral Sources
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 16, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Important Information on Estate Tax Extension: The due date for the estate tax return and payment of estate tax for estates of decedents dying from January 1, 2010 through [...]
Posted by sinatra on Tuesday, September 27, 2011 at 11:05 pm
Filed under Articles, Estate Planning, Tax Planning, Trust Administration, Uncategorized · Tagged with "Reasonable Cause", 2010 Tax Relief Act (the “New Tax Law”), CPA, Decedents, Estate Planning, Estate Tax Extension, Federal Income Tax, Form 4768, Form 8939, Income Tax, Integrated Estate Planning, IRC §1022, IRS, IRS Announcement, MCLE, Probate, Trust Administration, “Carryover Basis”
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 27, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Feature Article: Law Practice Management Series Build a Successful & Sustainable Law Practice: Create Office Systems, Procedures & Scripts by Mary G. Anderson, Life Management Consulting “97% of all [...]
Posted by sinatra on Tuesday, September 27, 2011 at 10:56 pm
Filed under Articles, Estate Planning, Law Practice Managment, Legacy Planning, Succession Planning, Uncategorized · Tagged with "Best Practice", 1-on-1 Coaching, Bookkeeping System, Client Care, Client Referral Systems, Conflict Resolution, E-mail Management, Employee Development, End-of-Life Planning, Financial Systems, Get Organized, Goal Setting, Ideal Client, Inventory, Job Descriptions, Law Practice Management, Leadership Skills, Marketing Skills, MCLE, Office Organization, Office Procedures, Office Systems, Offline Marketing, Online Marketing, Paper Management, Performance Evaluations, Personnel Policies, Quality Teams, Space Management, Stay Organized, Succession Planning, Teamwork, Time Management
advanced legal training institute Powerful | Focused | Interactive Continuing Legal Education September 27, 2011 The Newsletter Estate Planning Updates… Dear Attorneys & Wealth Planning Professionals, Important Information on Year-End Gift Planning In my planning practice, the question of year-end gifting always surfaces in the last calendar quarter of the year. Because of a change [...]
Posted by sinatra on Tuesday, September 27, 2011 at 10:55 pm
Filed under Articles, Estate Planning, Tax Planning, Trust Administration, Uncategorized · Tagged with "Year-End Gift Planning Strategies", 2010 Tax Relief Act, Estate Planning, Estate Tax Exemption, Family Business Planning, Federal Gift Tax Exclusion, Gifting Strategies, Integrated Estate Planning Seminar Series™, Lifetime Exemption, MCLE, President Obama, Real Property, Succession Planning, Trust Administration, Valuations, “New Tax Law”
