12 Axioms of Wealth Planning DVD & eStudy Guide
advanced legal training institute presents…
Overview of Seminar:
The 12 Axioms of Wealth Planning
Seminar Package
The seminar package consists of a Comprehensive E-study Guide featuring The 12 Axioms of Wealth Planning and an in-depth interview (Video DVD) of Mr. Doyle discussing each of the axioms at length. This interview is provided as a 2-part video, which is available as an immediate download for your convenience.
The 12 Axioms of Wealth Planning Seminar Package includes an overview of all aspects of estate planning, wealth preservation, trust and estate administration, and trust and estate litigation. These rules/axioms/tips will help you make smart, timely choices that reduce the exposure of your firm and provide your clients’ estate plan with fewer taxes and other wealth transfer costs, many of which are not financial!
The instructor, Frank Doyle, is an experienced estates & trusts attorney. He is a seasoned, high energy, and client-focused professional from a firm that is committed to providing both planning and estates & trusts representation. Learn from the best!
To order this MCLE Package, click here
(immediate download of the seminar package & earn 1.5 MCLE)!
Agenda
The objectives of The 12 Axioms of Wealth Planning Video DVD & Comprehensive eStudy Guide Package are:
1) This seminar course offers a unique approach to analyzing the challenges presented by each individual estate-planning case…
2) By studying The 12 Axioms of Wealth Planning you will eliminate wasted time as you learn to focus on the essential issues posed by every estate plan…
3) The 12 Axioms Package was developed over thirty years of working intensely on a daily basis with actual estate planning clients…
Seminar Title: The 12 Axioms of Wealth Planning
Instructor: Francis Burton Doyle, Esq., WealthPLAN
- Member, State Bar of California
- California State Bar Certified Legal Specialist, Taxation Law and Probate, Estate Planning and Trust Law
- Founder, WealthPLAN, 30 years of experience in Tax, Estate-Planning Probate, Trust Administration and Litigation
- Instructor, California Continuing Education of the Bar (CEB) and National Business Institute (NBI)
- Professor; Lincoln Law School of San Jose, Wills & Trusts and Real Property
- Immediate Past President, Santa Clara County Estate Planning Council
- Chair, Planning Committee, Annual Jerry A. Kasner Symposium, Santa Clara University, School of Law
- JD, University of San Francisco Law School, MS, Taxation, Golden Gate University, BA Santa Clara University
MCLE: 1.5 Credit Hours (CalBar Approved Provider No. 13751)
Package includes: (Video DVD & Comprehensive e-Study Guide)
Tuition: $147. $97. (special offer through October 15, 2011)
CLICK HERE to Order/Purchase The Twelve Axioms of Wealth Planning Seminar Package
E-MAIL us with questions or call (650) 960-3772
Additional Seminar Information
Seminar Written Materials
As a registered participant, you will receive a professionally prepared Comprehensive e-Study Guide with the seminar recording. The e-Study Guide will 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 axioms.
Continuing Education Credit
Advanced Legal Training Institute is a State Bar approved MCLE sponsor and this course qualifies for 1.50 MCLE hours. Please remember to indicate your license number, ID or other necessary information on the online order form, as this will ensure timely reporting of continuing education credit.
Each seminar recording has been edited and formatted to provide the most timely, relevant and effective continuing legal education available. Listen to your Video DVD Interview/Seminar Recording on your home/office computer, inside your car during commute or travel time and/or downloaded to your iPod. This recording provides a strong foundation to both expand and enhance the practice of estate planning and trust administration.
Our Mission
Advanced Legal Training Institute is dedicated to helping attorneys meet their Continuing Legal Education (CLE) hours in a simple “All-Your-MCLE-in-a-Box” system. We offer the most relevant, state-of-the-art legal education available, including:
- Live and recorded MCLE seminar & teleseminar packages (half-day and full-day)
- Audio CD & Video DVD self-study materials, seminar workbooks & forms
- Speaking & in-house customized training services for law firms, executives and corporate counsel
- Consulting & coaching services including complex estate planning techniques, law firm development & business succession planning
- Estate Planning Updates
Contact Information
Online: advancedlegaltraininginstitute.com
E-mail: customerservice@advancedlegaltraininginstitute.com
Phone: 650.960.3772 Fax: 650.960.3773
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