 Wealth Preservation: How to Start and Develop an Estate Planning Practice
ISBN: 978-0-471-12259-3
Hardcover
464 pages
June 1998
US $170.00
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DEVELOPING AN ESTATE PLANNING SERVICE.
The Practice of Estate Planning.
Avoiding the Unauthorized Practice of Law.
Accountant's Role in Estate Planning.
Prospecting and Developing Business Among Established Clients.
Techniques for Generating New Clients.
Qualifying Prospective Clients.
OPERATING YOUR ESTATE PLANNING SERVICE.
Fees, Billing Procedures, and Consulting Agreements.
A System for Keeping Current.
THE FACT-FINDING INTERVIEW.
Conducting the Fact-Finding Interview.
Obtaining Personal Information.
Identifying Assets and Capital Needs.
CREATING THE ESTATE PLAN.
Preparing to Develop the Estate Plan.
Designing the Estate Plan.
Preparing the Written Estate Plan Report.
Appendices.
Bibliography.
Index.
The Practice of Estate Planning.
Avoiding the Unauthorized Practice of Law.
Accountant's Role in Estate Planning.
Prospecting and Developing Business Among Established Clients.
Techniques for Generating New Clients.
Qualifying Prospective Clients.
OPERATING YOUR ESTATE PLANNING SERVICE.
Fees, Billing Procedures, and Consulting Agreements.
A System for Keeping Current.
THE FACT-FINDING INTERVIEW.
Conducting the Fact-Finding Interview.
Obtaining Personal Information.
Identifying Assets and Capital Needs.
CREATING THE ESTATE PLAN.
Preparing to Develop the Estate Plan.
Designing the Estate Plan.
Preparing the Written Estate Plan Report.
Appendices.
Bibliography.
Index.
