Advanced Legal Training Institute
  • Home
  • CLE Products
  • CLE Services
    • 1-on-1 Coaching and Consulting – CLE
    • Group Coaching and Mentoring – CLE
    • Speaking and Onsite Training – CLE
    • Legal Consulting and Coaching
  • News
    • About Us
    • Testimonials
    • Frequently Asked Questions…
    • Follow us on Facebook
    • Follow us on Twitter
  • Contact Us
Select Page

The Higher $5,430,000 Per Person Estate Tax Exemption & Exemption Portability Creates Both Opportunities and Issues For Married Couples”

by | | Elder Issues, Estate Planning, Litigation/Mediation, Tax Planning

by Francis Burton Doyle, Esq., WealthPLAN     Since the beginning of 2013, the federal estate tax exemption has exceeded $5 million per person.  The current per person exemption for 2015 is $5,430,000. This means that a married coupled combined federal estate tax...

The Problem of the Disputed Joint Tenancy Bank Account

by | | Elder Issues, Estate Planning, Litigation/Mediation, Tax Planning

by Francis Burton Doyle, Esq., WealthPLAN           Many seniors reach a point in their lives when they wish to enlist the help of their children or friends in managing their financial affairs.  In many instances, this help includes assistance with the paying of their...

Animal Law: The Importance of Creating a Pet Protection Trust for Your Clients

by | | Estate Planning, Pet Protection Trusts

by  Francis Burton Doyle, Esq., WealthPLAN The field of “animal law” covers everything from companion animal issues in local communities (dog bites, dangerous dog issues, leash laws and breed specific legislation) to larger national and international...

Protect Your Client’s Pets! Estate Planning for Pet Owners and Their Animal Companions

by | | Estate Planning, Pet Protection Trusts

by  Francis Burton Doyle, Esq., WealthPLAN Give Your Clients the Security of Knowing that Their Furry Friends are Secure!  Most attorneys know that there are four significant trends right now in America! The aging of the U.S. population, The increase in pet ownership,...

How to Counsel Your Estate Planning Clients About the Benefits of Charitable Planning

by | | Estate Planning

by Francis Burton Doyle, Esq., WealthPLAN Planned giving is commonly defined as “the complementary fund-raising activity which helps individuals with charitable intent make the largest gift possible with the right asset, in the most advantageous form and at the most...
« Older Entries

Topic Areas:

  • Estate Planning
    • Elder Issues
    • Litigation/Mediation
    • Pet Protection Trusts
    • Tax Planning
  • Law Practice Managment
    • Law Office Systems & Procedures
    • Legacy Planning
    • Marketing Your Law Practice
    • Time Management Skills

Newsletter Sign-Up

Sign up to receive mailers from Advanced Legal Training Institute.


By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

Copyright 2006-2017 Advanced Legal Training Institute