How To Build And Manage An Estates Practice
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How To Build And Manage An Estates Practice
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Author : Daniel B. Evans
language : en
Publisher: American Bar Association
Release Date : 2008
How To Build And Manage An Estates Practice written by Daniel B. Evans and has been published by American Bar Association this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with Fiction categories.
How To Build A More Profitable Wills And Estates Practice
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Author : J. Brooke Aker
language : en
Publisher:
Release Date : 1977-01-01
How To Build A More Profitable Wills And Estates Practice written by J. Brooke Aker and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1977-01-01 with Estate planning categories.
How To Build A More Profitable Wills And Estates Practice
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Author : J. Brooke Aker
language : en
Publisher:
Release Date : 1968
How To Build A More Profitable Wills And Estates Practice written by J. Brooke Aker and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1968 with Estate planning categories.
How To Build A Real Estate Law Practice
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Author :
language : en
Publisher:
Release Date : 2016
How To Build A Real Estate Law Practice written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016 with categories.
Beginning and building a real estate law practice offers many advantages: the underlying law changes relatively slowly while offering a satisfying opportunity to develop a base of steady clients and professional relationships. How to Build a Real Estate Law Practice focuses on the steps and lessons for attorneys who specifically want to practice real estate law, and offers practice tips and strategies along the way. This book offers useful advice and guidance, whether you are in your first years of practice and are just starting to focus on real estate as a legal practice, or if you've already started in the area. Author Dean Alterman, a veteran real estate attorney, shares valuable pointers that you can incorporate into your daily practice as well as for your long-term business plan. Real estate law offers a broad range of specialties, some that lead to the courtroom and others more suited to a desk in an office. Whatever area of real estate law that you practice in, you'll find practice-focused advice that's tailored specifically to the needs of a real estate lawyer. Topics include:--How to define your practice--Law practice financials: banking and budgeting--Setting up an office, from location to equipment and staff--Finding clients and networkingEngagement letters--When to turn down work, and how to do it--Setting and collecting fees for your work--Practice management, including time, workload, and clients--Communicating with clients--How to use boilerplate language and forms--Doing business with clients, from referrals to conflicts between them--Growing your practice - and the opposite, how to transition a practice and plan for retirement
Estate Management Practice
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Author : Tim Stapleton
language : en
Publisher:
Release Date : 1994
Estate Management Practice written by Tim Stapleton and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1994 with England categories.
How To Develop And Manage A Successful Trust And Estates Elder Law Practice
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Author : Thomas D. Begley
language : en
Publisher:
Release Date : 1997
How To Develop And Manage A Successful Trust And Estates Elder Law Practice written by Thomas D. Begley and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1997 with Estates (Law) categories.
Wealth Preservation
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Author : Doug H. Moy
language : en
Publisher: Wiley
Release Date : 1998-06-22
Wealth Preservation written by Doug H. Moy and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 1998-06-22 with Business & Economics categories.
Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice. Writing in a straightforward, jargon-free style, Moy deftly guides you step-by-step through the entire estate planning process. He shows you how to work with attorneys and clients to develop a solid, legally structured estate plan for maximum asset protection, estate preservation, and privacy. What's more, he shares the original wealth preservation and transfer strategies that helped make him one of today's most respected estate planning specialists. But that's not all. The fruit of Moy's two and a half decades as head of a national estate planning business, Wealth Preservation also provides you with a complete blueprint for starting and running your own successful estate planning practice, from fee-setting and billing to drawing up a consulting agreement and staying on top of the latest changes in the tax laws. An indispensable resource for PAs, EAs, CPAs, CFPs, insurance professionals, and banking service providers, Wealth Preservation contains a gold mine of proven business tools and techniques, including: * Methods for developing estate planning business among established clients * Prospecting how-to's for finding and qualifying new clients * All of the documentation you'll need in ready-to-use format * n original client financial information checklist that helps you get all of the crucial facts necessary to develop and prepare written plans and avoid malpractice suits * Worksheets that let you calculate estate taxes quickly and effortlessly--without expensive computer hardware and software * An original information storage and retrieval system A total guide to planning, building, managing, and marketing a thriving estate planning practice In this highly accessible guide to estate planning, expert Doug Moy shares everything he knows about establishing and managing a successful estate planning practice. Drawing on more than twenty-five years as head of his own successful national estate planning practice, Moy: * Clearly explains how to start your own estate planning practice * Guides you step-by-step through the entire estate planning process * Shows you how to work with attorneys and clients to develop a solid estate plan * Describes techniques for selling estate planning services to old and new clients * Covers all the important basic business issues, including fee-setting, billing, consulting agreements, working with attorneys, and more * Supplies all of the crucial documentation you'll need in your practice * Offers an original checklist that helps you guarantee that you get all of the important facts you need about clients' personal finances * Includes worksheets that make calculating estate taxes quicker and easier than ever * Provides a complete client fact-finding form for gathering personal and financial information Read Wealth Preservation and find out how to broaden your professional horizons and increase your revenues by making estate planning a part of your practice.
How To Build A Successful Estate Practice
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Author : Robert S. Hunter
language : en
Publisher:
Release Date : 2002
How To Build A Successful Estate Practice written by Robert S. Hunter and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with categories.
Practitioner S Guide To Estate Practice In Ontario
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Author : Margaret E. Rintoul
language : en
Publisher:
Release Date : 2023
Practitioner S Guide To Estate Practice In Ontario written by Margaret E. Rintoul and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023 with categories.
Stapleton S Real Estate Management Practice
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Author : Anthony Banfield
language : en
Publisher: Taylor & Francis
Release Date : 2014-06-03
Stapleton S Real Estate Management Practice written by Anthony Banfield and has been published by Taylor & Francis this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-06-03 with Law categories.
Previously known as Estate Management Practice, the fourth edition of this work has been renamed to reflect current market practice and to embrace the discipline of corporate real estate. This book provides a comprehensive study of the management of urban property and is divided into three parts. Part one considers the diverse nature of the many types of estates and different aspects and interpretations of the management task. Part two concentrates on the management of leased property, repairs, service charges and rent reviews and the statutory framework within which the landlord and tenant relationship has developed. Part three is concerned with the positive management covering both technical skills, such as portfolio performance, and the professional practice environment in which they are exercised. Stapleton’s Real Estate Management Practice is written both for advanced students and practitioners. It provides a firm basis for management affecting the decision-making hierarchy from tenant to property, to portfolio, to proprietary unit. While retaining the format of previous editions, it has been updated to reflect the many changes in the law, practice, technology and the market place since the previous edition. In addition, this new edition highlights factors that influence the enhancement of different types of property and the various strategies involved in managing properties from both owners’ and occupiers’ point of view.