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  1. 101 (And More) Reasons Why Clients Should Seek Planning Assistance Now (5 Pages)
    101 (And More) Reasons Why Clients Should Seek Planning Assistance Now (5 Pages)
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    A concern common to all estate and financial planners is “How Do I Get My Clients to Realize How Important it is to Do Planning?” Regardless of how knowledgeable and skillful the planner may be, getting in front of a client and motivating that client to take positive actions is an ongoing challenge for all of us. 

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  2. 113 Estates, Gifts And Trusts Terms (11 Pages)
    113 Estates, Gifts And Trusts Terms (11 Pages)
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    If you provide estate and/or trust planning, you know that it is necessary and important to explain many terms to your clients. Doing so can take up a lot of your time. This incredibly comprehensive glossary, prepared and used by Steve Siegel, will save you that time and build client goodwill.  Use this form as is or modify and personalize it for your estates, gifts and trusts clients.

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  3. 5-PAGE WRITTEN GENERAL EXPLANATION:  The SECURE Act:  A Retirement Plan Distribution Game-Changer
    5-PAGE WRITTEN GENERAL EXPLANATION: The SECURE Act: A Retirement Plan Distribution Game-Changer
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    The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019, and is effective for deaths occurring in 2020 and beyond.  To assist you in understanding the SECURE Act, Mr. Siegel has written this useful 5-page explanation.
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  4. EP Client Questionnaire Sample Page 1
    Estate Planning Client Questionnaire (7 Pages)
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    This is a Form of Estate Planning Questionnaire. Some call it a “Fact-Finder”. When doing estate planning for any client, regardless of wealth or circumstances, the estate plan is only as good as the facts it supports. A draftsman can have a client sign a perfectly drafted document, but unless it suits the client’s circumstances, it is essentially worthless.

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  5. Management Agreement (2 Pages)
    Management Agreement (2 Pages)
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    This is a basic Form of a Management Agreement that may be used to recognize the services that a person is performing on behalf of an entity, and to allow compensation to be paid to that person. In many family business situations, regardless of the manner in which the equity ownership interests are held, one family member may be performing a significant part of the day-to-day management services. This Agreement allows that person to be compensated for such services without necessarily disturbing the equity ownership balance. It is suggested that the compensation be referred to on an attached Schedule, in order to make modification of the Agreement easier to address from time to time.
    Of course, this Form may also be used in a non-family business context where it is desired to recognize and compensate one or more individuals for their management services.
     

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  6. Offer Of Employment To Staff Person (2 Pages)
    Offer Of Employment To Staff Person (2 Pages)
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    This Form is the Offer of Employment Letter which the author, a practicing attorney specializing in employment/labor law, uses for his potential new staffers.

    Please note that this Form is contained in the downloadable book entitled "Effectively Managing Your Practice" a link to which is located at the bottom of this page.  Alternatively, select "Books To Download" on the homepage.

    It is the course book for our CLE/MCLE program entitled "Effectively Managing Your Practice" which is on our sister CLE sites:  www.NLFonline.com (online courses) and www.NLFcle.com (courses on CD and DVD).
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  7. Sexual Harassment Policy (2 Pages)
    Sexual Harassment Policy (2 Pages)
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    Sexual harassment issues are very much in the news, with stories from Hollywood to restaurant kitchens and the factory floor to the boardroom. 
     

    This Form is from the course book for a January 17, 2018 3.3-hour presentation by William E. Curphey III, Esquire in which he provides a timely update to this important legal topic affecting workplaces of all kinds. That useful program can be found on our sister web sites, www.nlfcle.com and www.nlfonline.com.
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  8. Tax Cuts And Jobs Act Of 2017 (28-Page Book)
    Tax Cuts And Jobs Act Of 2017 (28-Page Book)
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    Released January 18, 2018 - Written by Gonzalo Freixes, Esquire.
    Click the above "Learn More" button to read the Table of Contents, several Sample Pages and Mr. Freixes' curriculum vitae.

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