“Integrated Estate Planning: Seminars I-IV” – Complete Set

advanced legal training institute presents…

INTEGRATED ESTATE PLANNING SEMINAR SERIES I-IV: The Complete Set

Overview of Seminar, Presenter & MCLE Credit
Critical Issues on the Agenda & Course Outline
AudioCD Descriptions

Integrated Estate Planning Seminar Series: I-IV: “The Complete Set”

• Seminar I:  The Basic Course
• Seminar II: The Advanced Course
• Seminar III: Trust Administration
• Seminar IV: End-of-Life Planning: Living Wills, Medical Directives, Conservatorships, Special Needs Trusts & Preserving a Client’s Legacy

CLICK HERE to Order/Purchase the 4-Part Integrated Estate Planning Seminar Series and Seminar Workbook(s)

Overview of Seminars, Presenters & MCLE Credit

Integrated Estate Planning Seminar Series: Seminar I-IV “The Complete Set” Seminar Leaders:

Francis Burton Doyle, Esq., WealthPLAN and Mary Gutheil Anderson, Life Management Consulting

MCLE: 26.0 Credit Hours, including 6.0 Credit Hours of Legal Ethics (CalBar
Approved Provider No. 13751)(17-CD Audio Set + 4 Seminar Workbooks) $1190.*
*15% discount for ordering “The Complete Set” ~ “All-Your-MCLE-in-a-box”!

The complete series of four 1-day legal seminars are designed to provide both the basics and more sophisticated estate planning strategies to attorneys. The curriculum may also be of benefit to accountants, trust officers, insurance professionals, enrolled agents, executives and other professionals involved in issues related to estate planning, wealth preservation and probate.

Each program in the Integrated Estate Planning Seminar Series I-IV, upon completion, is approved for MCLE. Advanced Legal Training Instituteis a State Bar approved MCLE sponsor and the entire program series  upon completion, qualifies for 26.0 MCLE Credit Hours, including 6.0 Credit Hours of Legal Ethics (All-You-MCLE-in-a-Box!). 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 your clientele. Advanced Legal Training Institute offers instruction in both the necessary qualitative and quantitative analysis that are required to affect the wealth planning objectives of each client.

Note: Estate planning attorneys are not the only practitioners who need to understand trusts & estate 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 the important estate planning issues in order for you to better serve your clients’ needs.

Critical Issues on the Agenda & Course Outlines
Integrated Estate Planning Seminar Series: Seminar I-IV “The Complete Set”
The “Complete Set” package includes 17-AudioCDs (studio-quality audio recordings) of four live 8-hour seminars with case studies, Q & A and the latest legal updates in the practice of estate planning and trust administration (to review the individual seminar overviews, click on the online products links above).

Our Integrated Estate Planning Seminar Series of instructional AudioCDs also addresses the litigation component of estate planning too. You will learn how to focus on settling decedent’s matters with 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 your clients in managing the complex and detailed process of administering trusts and estates on a post-mortem basis. The Integrated Estate Planning Seminar Series” All-Your-MCLE-in-a-Box” 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 knowledge and develop a thriving estate planning practice today!

CLICK HERE to Order/Purchase the 4-Part Integrated Estate Planning Seminar Series and Seminar Workbook(s)

E-MAIL us with questions or call (650) 960-3772

Seminar Information

Your Instructors

Francis B. Doyle, Esq., WealthPLAN, the presenter, is a member of the State Bar of California and is certified by the California State Bar as a specialist in taxation law and probate, estate planning and trust law. In addition, Mr. Doyle is a frequent lecturer for the California Continuing Education of the Bar (CEB), Lorman Education and National Business Institute (NBI). Mr. Doyle is the founder of WealthPLAN and brings over 30 years of experience in tax, estate planning, probate and trust administration. He is also a professor at Lincoln Law School of San Jose, where he teaches the wills and trusts and real property courses and is a member of the Academic Standards Committee. Mr. Doyle is past president of the Santa Clara County Estate Planning Council. He is Chair of the Planning Committee, Annual Jerry A. Kasner Estate Planning Symposium, Santa Clara University, School of Law. Mr. Doyle presently serves on the Santa Clara University Planned Giving Committee, the Diocese of the San Jose Planned Giving Committee and the Notre Dame High School Endowment Committee. Mr. Doyle is the past president of the Silicon Valley Planned Giving Council and past chair of Planned Giving for the Foundation for Hope. Mr. Doyle received his B.A. degree from Santa Clara University, his J.D. degree from the University of San Francisco Law School and his M.S. degree in taxation from Golden Gate University. Prior to founding WealthPLAN, he 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, Life Management Consulting is an organizational consultant/coach, keynote speaker, seminar leader and author of “My Estate Management Guide”. Mary specializes in supporting clients through various life transitions by offering specific tools and processes to manage the challenges of unexpected change. Specializing in combining humor with information, she has also written many articles on personal development for newspapers and other publications. During the past few years, Mary was met with the unexpected death of four family members, including her 22-year-old son, Taylor. During this difficult time, she 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 executor/trustees as they try to quickly organize and access all the paperwork, deeds, property and assets that may be required by attorneys, CPAs, banking personnel, insurance/real estate agents or other advisors. As a result of this challenge, Mary expanded her consulting /coaching services to assist clients who are either in 1) the midst of handling a death of a loved one and/or executing their estate 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 writing a legacy will. Mary also offers Succession Planning services for business owners (especially family businesses) and executives. Ms. Anderson received her BA degree and secondary teaching credential from Willamette University in Salem, Oregon. Mary began her career as a Management Training Specialist with Hewlett Packard Company. After fifteen years of working at HP in various corporate personnel and training positions, she started her own consulting business. She is also a Certified Conflict Resolution Mediator with the City of San Jose. Her client list includes Hewlett Packard, Apple, Silicon Graphics, Sun Microsystems and several local universities.  She is the also the producer and host of the popular “Voice of the Valley” television show, which highlights various entrepreneurs in Silicon Valley.

Seminar Workbook and Written Materials
As a registered participant, you will receive a professionally prepared manual with each seminar recording. The comprehensive Seminar Workbookcontains both 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 integrated estate planning process from start to finish.

Continuing Education Credit
Advanced Legal Training Institute is a State Bar approved MCLE sponsor and each course qualifies for 6.50 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. The State Bar of California has approved each seminar in the Integrated Estate Planning Seminar Series for 6.50 Credit Hours of MCLE credit, including 1.5 Credit Hours of Legal Ethics.

Each program (4-CD Audio Recording(s) in the Integrated Estate Planning Seminar Series is approved for 6.5 Credit Hours MCLE including 1.5 Credit Hours of Legal Ethics (CalBar Approved Provider No. 13751). If you purchase and study the entire 4-part Integrated Estate Planning Seminar Series, you will easily complete your 3-year MCLE requirements—(26 Credit Hours MCLE, including 6.0 Credit Hours of Legal Ethics). Each seminar recording has been edited and formatted to provide the most timely, relevant and effective continuing legal education available. Listen to your 4-CD Audio Seminar Recording (s) on your home/office computer, inside your car during commute or travel time and/or downloaded to your iPod. This set of audio recordings 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)
• AudioCD & VideoDVD 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

CLICK HERE to Order/Purchase the 4-Part Integrated Estate Planning Seminar Series and Seminar Workbook(s)

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