Trusts & Estates

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Trusts & Estates

Thought Leader Series: The Five Secrets to Successful Business and Estate Counseling: How to Avoid Ethical Conflicts

Thought Leader Series: The Five Secrets to Successful Business and Estate Counseling: How to Avoid Ethical Conflicts


Related Resources (webinars)

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Trusts & Estates

Representing Transgender Clients

Transgender individuals face unique legal hurdles. Learn the cultural competencies and basic California laws that relate to serving transgender clients with this webinar.

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WEBINAR: Carpe Diem! How to Seize the Opportunities in the Proposed IRS Regulations

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How to Market Your Business Planning Practice

Tips & tricks for attorneys on building referral relationships with CPAs and FA and cross-selling to your trusts and estates planning clients.

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