Medicaid Planning Workshop - Slide Show, Handout, Direct Mail Letter, Ad, Postcard, Fax Alert and an Academy Report

Your Keys to Financial & Estate Survival in Uncertain Times – Slide Show, Handout, Evaluation Form, Dinner Invitation, Direct Mail Letter, Ad & Insert, Checklist

IRA Consumer Planning Seminar – (Updated with Final IRA Regs) Slide Show, Handout and Marketing Materials

IRA Continuing Education Seminar – (Updated with Final IRA Regs) Slide Show, IRA Advisor Planning Workbook, Brochure

Trust Administration Consumer Seminar – Slide Show, Handout, Ad, Insert, Direct Mail Letter and 2 Academy Reports

Asian Version of Estate Planning Seminar

Multi-Cultural graphics for GLBT Seminar

5 Myths Seminar for Doctors & Dentists

Optional Rural Family Slides

• Academy Book “Total Wealth Care Management” available for members to co-author
  
  
• Quarterly Client Newsletters – 4 editions released
  
  
• Radio Show Guest Module
  
  
• Seminar Presentation Survival Guide
  
  
• Updated Direct Mail Library
  
  
• Updated 2002 Member Fee Survey
  
  
• Complete Core I Material & Tape Set
  
  
• Complete Core II Material & Tape Set
  
  
• 2001 Financial Database Review
  
  
• 2002 Event Materials & Audio Sets
  
  
• DAP 4 Portfolio Audio Reference Set for Clients
  
  
• New IRA CE Brochure
  
  
• E-mail Marketing Module
  
  
• 2003 Marketing Planning Calendar
  
  
• 2003 Academy Activities Calendar
  
  
• 2003 Strategic Planning Form
  
  

• Academy Book Project
  
  
• Mid-Year Strategic Planning Review
  
  
• New Marketing Tools & Results
  
  
• Generating Revenue from Co-authoring a Book
  
  
• Generate Revenue using Plan Reviews
  
  
• Successful Farmer Rancher & Landowner Seminars
  
  
• Successful Medicaid Seminars
  
  
• E-mail Marketing Opportunities
  
  
• Setting Appointments from the Front & Back of the Room

Updated DAP Funding Documents

New Advanced DAP 4 Documents:

GRITs / GRATs / GRUTs SCIN / PATs QPRT Charitable Lead Trust & Private Foundations

• QPRT Document Review
  
• SCIN / PATs Document Review
  
• DAP 4 Funding Review
  
• GRITs / GRATs / GRUTs Document Review
  
• DAP 4 Document Review
  
• DAP 4.0 CIFs
  
• DAP 4.0 RLT Document Review
  
• IRA CE Seminar Review
  
• DAP 4.0 RLT Document Review – Part 2
  
• DAP 4.0 SNT Document Review
  
• DAP 4.0 Simple RLT Document Review
  
• CLTs
  
• Private Foundations

• Fax Alerts (16)
  
  
• New Educational Alerts (337)
  
  
• New Ghost Written Articles (36)

• Nevada Lawyer - Steve Hartnett
  Federal Estate Tax Changes Darken Nevada's Fiscal Future
  
  
• Estate Planning Magazine - Dennis Sandoval
  Protecting Trust Assets from Creditors and Other Predators
  
  
• Journal of Practical Estate Planning - Dennis Sandoval
  Judicial Foreclosures and Constitutional Challenges: What the Estate Planning Attorney Needs to Know About the Asset Protection Features of FLPs, FLLCs and DAPTs

Revocable Trusts

Married Joint - Complex & Simple Married Separate - Complex & Simple Unmarried

Ancillary Documents

Property Agreements Property P of A Health Care P of A Living Wills Trust Certification Trust Schedules Nominee Agreements

Amendments & Restatements

ILITs

2 Insured 1 Insured Unmarried

Wills

AB & Simple

5 Special Needs Trusts

CRTs

FLP

Funding - Revised

Compendia

Color Diagrams

Client Intake Forms

• Collaboration - Tech Support & Education
  
• Walks staff through the data entry process using the CIF (Client Intake Form) (audio file on web)
  
• Sample of the updated CIF in PDF Format on web

All site uses Member's own domain name

Increases hits on search engines

Sites reorganized for better search results

Splash pages removed Meta tags imbedded on sites Member sites cross-linked to each other (Google) All sites resubmitted to search engines

Newsletter archive available on your web site

New Template Design

Six New Content Pages

Trust Administration Business Planning Financial Planning Planning for Those with Special Needs CE for Financial Advisors Estate Planning for the GLBT Community

New Online CLE Tracking Program on Member Site

Tracks Academy & State Bar CLE requirements

www.search-attorneys.com

• 1st Global: New Financial Services Alliance Partner
  
• Webinar - Introduction to 1st Global
  
• Matrix Training

2002 Tax Law Updates - EP, LT, IRA CE, Basic CE, GLBT, Rural, Asset Protection, SN, and IRA Consumer

New Rural Seminar - Slide show, Direct Marketing Letter, Farm Academy Report and Ad

Famous Estate Slides - Revised and uploaded

GLBT Seminar - Slide show, Proposal Letter, Handout, Marketing Module, Business Directory Ad, Spot Ad 10 & 11, Evaluation Form, Follow-up Post Card, Direct Marketing Letter

2002 IRA CE Seminar, Supplement & Brochure - Completely revamped!

NEW IRA Consumer Seminar - Slide show, Postcard, Handout, Academy Report, Client Letter, Seminar Checklist, Prospect Letter,
Evaluation Form, Ad 8a & 8b, Seminar Video

Medicaid Planning Workshop Seminar - Slide Show, Handout, Direct Marketing Letter, Ad 17

Asian Estate Planning Slide Show - EP Slide Show created for Asian Community

TRU & Tax Relief Slide Show - Created and uploaded to the CE area of the members only site.

9 NEW Academy Reports - SN, GLBT, Family Farm, Generations, Divorce, Probate and Trust Admin, Medicaid. Reformatted Academy Reports into Word.

• Trust Review Letter
  
• Probate Prospect Letter
  
• Will Client Marketing Letter
  
• Mother's Day and Holiday Letter- new version (or revised)
  
• Dinner's on Us - Endorsed seminar flyer created
  
• 7 New LT Ads - by writer Russ Phelps
  
• Ad 1a - reformatted
  
• Survivor Evaluation Form

New version of the Document Assembly Program has been released including new Amendments & Restatements, Client Intake Forms, DAP Documentation, Funding Tables, Marketing Materials, Portfolio Audio Scripts and Spreadsheet Utilization.

• Funeralplan.com Link
  
• Probate-software.com Link
  
• AAEPA became linked to CPE web site and their logo was added to the Basic CE brochure

• "The Academy Difference" about membership – Created flyer about the Academy to market to national organizations.
  
• Tax Repeal Toolkit- Repeal and Explanation Slides, Repeal Mktg. Letter and Consumer Alert created
  
• 2002 Strategic Planning Calls
  
• 2002 Marketing Calendar - completed and uploaded early
  
• 2001 Financial Database - participants increased from 35 in 2000 to 50 in 2001
  
• Updated Executive Starter Kit
  
• 2 Academy Event: Nashville and San Diego, 3 Core Events
  
• Began to guide members in the direction of financial product sales