The Key of Capturing Our Client's Voice and Vision -- Overcoming What Clients Hate About Their Estate Planning Documents (Sterility and Legalese) While Still Honoring the Documents' Legal Integrity
The Key of Unleashing & Capturing Positive Emotional Energy -- Antidotes to Entitlement and Trust Narcissism
The Key of Purposefully Naming a Trust -- Tapping Into the Symbolic Power of Name and Meaning Clauses
The Key of Purpose & Intent Clauses: The Heart of a Purposeful Trust
The Key of Meaning -- Transforming Cash Gifts & Tangible Personal Property into Priceless Treasures and Lasting Legacies
The Key of Guidelights - Sharing Life Wisdom and Encouragement for Beneficiaries and Legatees
The Key of Values & Virtues – Passing More Than Wealth to Our Children and Grandchildren
The Key of Guidance - How to Purposefully Select and Guide Trustees, P.R.s, and Guardians
The Key of Flexible Rigidity -- Mastering the Power of Trust Protectors and Purposeful Decanting
Applying The Keys of Purposeful Trusts & Legacies to Working with Parents and Grandparents of Young Children
Applying The Keys of Purposeful Trusts & Legacies to Family Entities and Business Succession Planning
Bonus Call! Marketing Purposeful Trusts & Legacies
*This program has been accredited for 11 hours of Continuing Education through the Certified Financial Planner Board of Standards, Inc. and Continuing Legal Education through the State of Colorado Supreme Court Office of Continuing Legal and Judicial Education.
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