Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

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Monday, December 10, 2012

Invitation to Primer for Planners & Attorneys on Purposeful Trusts & Gifts in Orlando on January 14th

PPIThe following information is posted as a courtesy for the Purposeful Planning Institute:

The Purposeful Planning Institute and John A. Warnick, Esq. would like to invite
you to the Primer on Purposeful Trusts & Gifts workshop in Orlando on Monday, January 14th from 8:30am – Noon at The Holiday Inn Express & Suites (less than 2 miles southeast of the site of the Heckerling Institute at the Orlando Marriott Word Center).   

There are at least five powerful reasons you want to attend this workshop: deeply satisfied clients, increased practice revenue, the opportunity to differentiate yourself from the crowded and increasingly commoditized estate planning arena, revolutionary concepts which are transforming the estate planning process and document generation; and a recipe to avoid burnout and reinvigorate your practice.  Yes, the Seven Keys of Purposeful Trusts are revolutionary...so revolutionary that we find two of the Keys in  George Washington's handwritten will. 

This half-day (3.5 - 4 CLE/CPE hours) investment in the Primer on Purposeful Trusts & Gifts workshop will transform your estate planning practice.  Attendance is limited to 16 professionals who are deeply committed to more positive client satisfaction with the estate planning process.  Who should attend? Anyone who assists clients in the design, drafting or administration of trusts.    

For more information on the Primer on Purposeful Trusts & Gifts and other workshops hosted by the Purposeful Planning Institute please visit www.purposefulplanninginstitute.com/primer or contact us at info@purposefulplanninginstitute.com

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