Education Course Materials

 

Below are links to course materials for WealthCounsel events. These materials are password protected and only attendees have access to the materials. If you attended a past course, but do not know the password for your materials please contact registration@wealthcounsel.com. 

March 2010- Dallas/Fort Worth, TX

March 1-3, 2010 Drafting Revocable Living Trusts, Irrevocable Life Insurance Trusts and Ancillary Documents March 1-2, 2010 Planning with Interest-Rate-Sensitive Strategies: Taking Advantage of Historically Low Interest Rates March 3-5, 2010 Medicaid Immersion and Practice-Building Camp (ElderCounsel Event) March 4-5, 2010 Tax Camp

Drafting Revocable Living Trusts, Irrevocable Life Insurance Trusts and Ancillary Documents March 1-3, 2010 Presenters: Lew Dymond and Thomas Ray  Drafting Irrevocable Life Insurance Trusts Outline Drafting Irrevocable Life Insurance Trusts PowerPoint Drafting Revocable Living Trusts and Ancillary Documents with WealthDocs™ Outline Drafting Revocable Living Trusts and Ancillary Documents PowerPoint

Planning with Interest-Rate-Sensitive Strategies: Taking Advantage of Historically Low Interest Rates March 1-2, 2010 Presenters: Matt Brown and D. Scott Schrader Materials PowerPoint PowerPoint - 3 Slides per page

Medicaid Immersion and Practice-Building Camp (ElderCounsel Event) March 3-5, 2010 Presenters: Steve Riley, JD, Marty Womer, JD and Valerie L. Peterson, Esq. Outline PowerPoint

Tax Camp March 4-5, 2010 Presenters: William Conway and Peter Parenti Outline PowerPoint

December 2009 - Atlanta, GA

December 7-8, 2009 Beyond the Basics … Creditor Protection Above Ground & Below Ground The Art of Attraction – Estate Planning Marketing & Methods December 9-10, 2009 Comprehensive Planning with Asset Protection Trusts and Related Documents Comprehensive Planning with Living Trusts and "Ancillary" Documents December 11, 2009 Introduction to Irrevocable Trust Planning December 12, 2009 Understanding & Communicating the Need for Life Insurance and Marketing ILITs

Beyond the Basics…Creditor Protection Above Ground & Below Ground December 7-8, 2009 Presenters: Carol Gonnella and Cecil Smith #1 - Above Ground and Below Ground Asset Protection #2 - Worksheet to Analyze Exposure of Assets #3 - Atlanta 2009 Big Bad Wolf 2-Pager 11 X 17 #4 - Comparison of Business Entities #5 - Atlanta 2009 BIG BOOK OF BUSINESS ENTITIES #6 - The Wyoming Close LLC #7 - Atlanta 2009 Selected Pages from The BIG IRA BOOK #8 - The Wyoming Close LLC - Handout #9 - Treat Your Business as a Business #10 - BERT #12 - The Wyoming Domestic Asset Protection Trust #13 - Print Out of Slides - Who Should Be the Beneficiary of your IRA

The Art of Attraction – Estate Planning Marketing & Methods December 7-8, 2009 Presenters: Eden Rose Brown and Peter Lennington Agenda Outline PowerPoint Slides Supplemental Handout

Comprehensive Planning with Asset Protection Trusts and Related Documents December 9-10, 2009 Presenters: Jeffrey Matsen and Lisa Allred Agenda PowerPoint Slides #1 PowerPoint Slides #2 PowerPoint Slides #3 PowerPoint Slides #4 Written Materials Appendix

Comprehensive Planning with Living Trusts and "Ancillary" Documents December 9-10, 2009 Presenters: Lew Dymond and Thomas Ray Outline Drafting Revocable Living Trusts and Ancillary Documents Presentation Marital Deduction Planning in Times of Uncertainty Master Portfolio Inserts (hard copy provided onsite) Model Revocable Living Trust Master 1 (hard copy provided onsite)

Introduction to Irrevocable Trust Planning  (Day One of Advisors Forum Retreat) December 11, 2009 Presenters: Lew Dymond and Thomas Ray Outline PowerPoint Model Irrevocable Life Insurance Trust Agreement

Understanding & Communicating the Need for Life Insurance and Marketing ILITs   (Day Two of Advisors Forum Retreat) December 12, 2009 Presenters: Scott Hamilton and Randall Borkus The Advisors Forum Planner Sample Life Insurance Basics for Estate Planning Attorneys Advanced Planning Ideas PowerPoint