Products
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Succession Planning & Selling Your Practice: Strategies for Estate Planning Attorneys and Professional Fiduciaries
CourseThis session will explore key considerations for succession planning, including structuring your practice for a seamless handoff, identifying potential successors, and maintaining client continuity.
$95
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Amazing Grace: Winning the Battle Over Compassion Fatigue
CourseThis course aims to provide professionals with a deeper understanding of compassion fatigue, its symptoms, and its impact on both personal and professional lives.
$95
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Onboarding Success: Introducing Beneficiaries to Special Needs Trusts
CourseThis course will provide a guide to introducing beneficiaries to the trust, ensuring they understand their rights, responsibilities, and the benefits available to them.
$120
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Building a Special Needs and Estate Planning Client Maintenance Program
CourseThis course will provide a step-by-step guide to developing and implementing an effective maintenance program tailored to the unique needs of special needs clients.
$120
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The Path to a Great Practice and a Great Life: Strategies for Success and Fulfillment
CourseLearn how to build a thriving special needs professional practice and a fulfilling personal life.
$120
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Compliance or Consequences: The Stark Realities of the Corporate Transparency Act
Course5.0 average rating (1 review)In a landscape where regulatory requirements are constantly evolving, the Corporate Transparency Act has set new benchmarks for transparency and accountability in the estate planning and business world.
$89