The Effective Estate Planning Practice: Procedures and Strategies for a Client-Focused Business

$88 CBA Members, $110 Non-Members

Includes supplement detailing planning options and considerations due to the Tax Relief Act of 2001

The Effective Estate Planning Practice choreographs the successful estate planning practice, from straightforward illustrations of application of law to drafting techniques and practical guidelines.  Subjects include funding the trust, selecting beneficiary designations, law office business planning, practice development, detailed case studies, and step-by-step procedures for streamlining the practice.  Using the book's checklist-based drafting procedures creates opportunities to facilitate individual attention and focus on each client's needs.  This hands-on, practical approach is illustrated by specific examples and case studies and includes actual checklists to show drafting techniques.  Comprehensive citations allow the reader to proceed with detail to whatever degree is desired.

Legal substance, procedure and profitability are all tied together into a concise, easy-to-implement plan in The Effective Estate Planning Practice, complete with step-by-step roadmaps for designing and implementing estate plans and completing post-mortem services, plus actual worksheets and instructions to help you establish practice goals and methods of achieving them.

This valuable, time-saving guide is based on the author's years of experience in a high volume, high profit, client-centered practice, and has been proven in estate planning practices across the country.

Making all aspects of your practice more efficient - from client education through post-mortem services - becomes increasingly important with the new tax legislation. This guide with supplement detailing planning considerations based on the Tax Relief Act of 2001 provides numerous techniques, processes, and tools that will benefit your clients and make your practice thrive during this period of change.