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Best Practices: Estate Planning

THE 12 AXIOMS OF WEALTH PLANNING

Over 30+ Years of
“Wealth Planning Secrets”
boiled down into one Package…

Use These 12 Axioms from Beginning to End
to Build Your Estate Planning Practice…


A Note from Attorney, Frank Doyle:

Dear Attorneys, Financial Advisors, CPAs and other Wealth Planning Professionals,

I developed “The Twelve Axioms of Wealth Planning“ seminar package as a compilation of my hard won experience over the past thirty-five years of practice as an estate-planning attorney. Over time I have found these axioms to be immutable. In my view, it is critical for every estate planner to apply each of the axioms in designing and implementing each client’s estate plan.

Learn more below.

The 12 Axioms of Wealth Planning
Seminar Package


The seminar package consists of a Comprehensive E-study Guide featuring The 12 Axioms and  in-depth interviews where I discuss each of the axioms at length. The videos are provided in two recordings, which are available as an immediate download for your convenience.

The 12 Axioms of Wealth Planning Seminar Package includes an overview of all aspects of estate planning, wealth preservation, trust and estate administration, and trust and estate litigation. These rules/axioms/tips will help you make smart, timely choices that reduce the exposure of your firm and provide your clients’ estate plan with fewer taxes and other wealth transfer costs, many of which are not financial!

Frank Doyle, is an experienced estates & trusts attorney, and professor. He is a seasoned, high energy, and client-focused professional from a firm that is committed to providing both planning and estates & trusts representation. Learn from the best!

To order this Package, Click Here (immediate download of the seminar package)!

Agenda

The 12 Axioms of Wealth Planning Videos & Comprehensive eStudy Guide:

1) This seminar offers a unique approach to analyzing the challenges presented by each individual estate-planning case…

2) By using The 12 Axioms of Wealth Planning you will eliminate wasted time as you learn to focus on the essential issues posed by every estate plan…

3) The 12 Axioms Package was developed over thirty years of working intensely on a daily basis with actual estate planning clients…

Faculty

About the Presenter: Francis Burton Doyle, Esq., WealthPLAN

  • Member, State Bar of California
  • California State Bar Certified Legal Specialist, Taxation Law and Probate, Estate Planning and Trust Law
  • Founder, WealthPLAN, 30 years of experience in Tax, Estate-Planning Probate, Trust Administration and Litigation
  • Instructor, California Continuing Education of the Bar (CEB) and National Business Institute (NBI)
  • Professor; Lincoln Law School of San Jose, Wills & Trusts and Real Property
  • Immediate Past President, Santa Clara County Estate Planning Council
  • Chair, Planning Committee, Annual Jerry A. Kasner Symposium, Santa Clara University, School of Law
  • JD, University of San Francisco Law School, MS, Taxation, Golden Gate University, BA Santa Clara University

Your Investment?  $147

Here is your chance to literally get both the wisdom and knowledge–of a seasoned attorney who brings 30+ years of experience ‘in the trenches’ to share with you in a simple format.

Our Guarantee


We offer a 30-day, no questions asked, money back guarantee on this seminar. Just email us at this address: info@advancedlegaltraininginstitute.com and we will refund every penny of your purchase quietly and quickly.

Order now “The Twelve Axioms of Wealth Planning”

Order with confidence on 100% secure servers. You have absolutely nothing to lose because of our 100% money back guarantee!

Seminar Title:
The Twelve Axioms of Wealth Planning

Instructor:
Francis Burton Doyle, Esq., WealthPLAN

Registration fee: $147.

Thank you



Order with confidence on 100% secure servers.

P.S. You have absolutely nothing to lose because of my no questions asked 30-day full money back guarantee… And when you consider that you get The 12 Axioms of Wealth Planning Videos and the Comprehensive E-study Guide as well, this should be a real no-brainer! So get it now while it’s still fresh on your mind!

P.P.S. Can you really resist not knowing what my axioms are? Which ones are you already using?  Each one of these axioms is invaluable.  Just one can make a significant difference to your practice and clients.

P.P.P.S. It is time to ramp up your practice.  Starting now…