Wealth preservation : how to start and develop an estate planning practice /
Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and signi...
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| Format: | Book |
| Language: | English |
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New York :
J. Wiley,
c1998.
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| Subjects: |
Table of Contents:
- Pt. I. Developing an Estate Planning Service. Ch. 1. The Practice of Estate Planning. Ch. 2. Avoiding the Unauthorized Practice of Law. Ch. 3. Accountant's Role in Estate Planning. Ch. 4. Prospecting and Developing Business Among Established Clients. Ch. 5. Techniques for Generating New Clients. Ch. 6. Qualifying Prospective Clients
- Pt. II. Operating Your Estate Planning Service. Ch. 7. Fees, Billing Procedures, and Consulting Agreements. Ch. 8. A System for Keeping Current
- Pt. III. The Fact-Finding Interview. Ch. 9. Conducting the Fact-Finding Interview. Ch. 10. Obtaining Personal Information. Ch. 11. Identifying Assets and Capital Needs
- Pt. IV. Creating the Estate Plan. Ch. 12. Preparing to Develop the Estate Plan. Ch. 13. Designing the Estate Plan. Ch. 14. Preparing the Written Estate Plan Report.