Search

How to Start and Grow Your Own Successful Estate Planning Practice

This course discusses the process of building up your book of business in your trusts & estates legal practice. Topics include: Moving into your own practice, business infrastructure, issues once you have started, staffing, use of Artificial Intelligence, and adding partners. Originally presented as part of the Estate Planning for the 99%.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
SKU: P1904-23R-06
$50.00 or 1.00 credits
decrease increase

This course discusses the process of building up your book of business in your trusts & estates legal practice. This course generally applies to those who want to start their own practice. Much of it, however, is also applicable to those who are happily ensconced within a firm but simply want to increase the size of their originations. Topics include: Moving into your own practice, business infrastructure, issues once you have started, staffing, use of Artificial Intelligence, and adding partners.

Theodore E. Froum, Froum Law Group, LLC, Evanston

Expires: 1/1/26

This course discusses the process of building up your book of business in your trusts & estates legal practice. This course generally applies to those who want to start their own practice. Much of it, however, is also applicable to those who are happily ensconced within a firm but simply want to increase the size of their originations. Topics include: Moving into your own practice, business infrastructure, issues once you have started, staffing, use of Artificial Intelligence, and adding partners.

Theodore E. Froum, Froum Law Group, LLC, Evanston

Expires: 1/1/26

Products specifications
Program Date12/8/23
CategoryEstate Planning & Probate
CategoryEthics & Professional Responsibility
CategoryPractice Management & Technology
Products specifications
Program Date12/8/23
CategoryEstate Planning & Probate
CategoryEthics & Professional Responsibility
CategoryPractice Management & Technology
Customers who bought this item also bought

Estate Planning Basic Documents

P1904-23R-01
This course discusses the basic documents required when developing an estate plan for clients with small and less complex assets. In addition to outlining the basic documents you must work with, the course also touches on dealing with real estate and presents documents related to that. Originally presented as part of the Estate Planning for the 99%.
$60.00

Estate Tax Planning for Beginners

P1904-23R-02
This course focuses on strategies you can implement in the foundational estate plan documents you put in place for clients using revocable living trusts. Included are overviews of the federal estate tax, Illinois estate tax, and a variety of trusts. Originally presented as part of the Estate Planning for the 99%.
$60.00

Retirement Planning for the 99%

P1904-23R-04
Navigating the availability of retirement plans, such as 401(k), 403(b), profit-sharing, IRAs and similar plans represents one of the few remaining ways in which members of the middle-class can engage in meaningful tax planning in the era following the enactment of the Tax Cut and Jobs Act in 20171. Originally presented as part of the Estate Planning for the 99%.
$60.00
Filters
Sort
display