Powerful Members-Only Web Site
The following examples are actual items recently uploaded and made available to academy members.
The following information is updated regularly.
Classroom Conference Calls
February Education Call Now Available!
Download this call and join Steve as he shares insights he gained from the 2010 Heckerling Institute. Learn strategies to cope with and even take advantage of today's tumultuous estate planning environment. Download this call today!
Classroom Conference Calls
Upcoming Education Call - Ascertaining the "Ascertainable Standard"
Join Steve as he examines the "ascertainable standard" (like "HEMS") and its implications. What does it mean for the Trustee, the beneficiaries, and their creditors?
Ghostwritten Articles
When Father Time Catches Up With Our Parents
596 Words. We all expect it to happen eventually. Our parents getting older. Not just older chronologically, but physically and mentally older as well. When these turn of events happen, there may also come a time when your parents will need more care than you can provide on your own. They may eventually need in-home care, or an assisted living facility, or even a nursing home. Are you prepared? In this article you will find out the steps you should take to secure your parents future, as well as your own. Also discussed is your ability to help them plan now for these eventual needs and help them prepare for this next stage in life when the time comes.
Ghostwritten Articles
What Keeps a New Mom Up at Night Besides the Baby?
711 Words. The birth of a new baby is a wondrous and joyous event. As a new mom you look forward to caring for your baby and watching your precious bundle of joy grow and develop from infancy to being a toddler, and then school-age to young adult. However, if something unexpected should happen to you, who would look after your child's physical and financial well being? This article reveals how you can provide a secure future for your new baby, with a comprehensive estate plan, should the unexpected happen.
Educational Alerts
Defective Grantor Trusts for Beneficiaries?
Most of us have heard of intentionally defective grantor trusts which make the income of the trust taxed to the grantor. A PLR recently released by the IRS shows that it is possible to make a defective grantor trust as to the beneficiary. In other words, the income of the trust can be taxed to the beneficiary rather than to the trust. This Alert examines how this status is achieved and how it may be used to further your clients' goals.
Conference Calls
February Practice Building Call Is Now Available!
Download this call to hear a panel of Members discuss Marketing and Supporting the GLBT Community. On this call the panel commented about their marketing approach and the tools they used with the GLBT niche, the consultation process, frequently used document solutions and much more. Make sure you are taking full advantage of this great discussion, download this call today!
2010
Register NOW for the 2010 Spring Summit!
The Academy is heading to Boston and we want you there! Register today for your seat at the 2010 Spring Summit. Click on the agenda to see the cutting edge topics and speakers. Be sure to click on the "Register Now" button to get started.
Events
Spring Summit Agenda Is Here!
The highly anticipated Spring Summit Agenda does not disappoint! We have an entire afternoon with estate planning expert Natalie Choate where she will be discussing three separate one-hour topics. You do not want to miss this! Our Education Department will be covering a new CE Course for Family Law Attorneys, Roth IRAs in 2010 and Beyond, Pet Niche Documents and much more. We'll also have an update on social media and importance of making your online presence a priority. Don't forget the breakout room will be devoted to two days of CounselPro 6.0 training with our entire technical support team. Click here to see the entire Agenda.
Conference Calls
Upcoming Practice Building Call
Join us Monday, February 22nd at 12:30pm PT to hear a panel of Members discuss Marketing and Supporting the GLBT Community. On this call the panel will comment about their marketing approach and the tools they use with the GLBT niche, the consultation process, frequently used document solutions and much more. You will not want to miss this important discussion so be sure to mark your calendars and note the change in start time.
Classroom Conference Calls
2010 Classroom Conference Call Schedule
Plan ahead now for 2010 as we enter an exciting new year of Classroom Conference Calls with Dennis and Steve. The topics for 2010 have been posted for your convenience. Please plan now so that you will be able to join us on as many of the CCC's as possible for the year.
“The Academy has been the difference between my law practice being a success and not being a success. It has allowed me to support my family. ”
John K. — South Carolina Member