How to Build and Manage an Estates Practice

Front Cover
American Bar Association, 2008 - Law - 213 pages
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Contents

Profitability
9
Referrals from Clients
18
Public Speaking
26
Whats the Plan?
38
Elderly or Infirm Clients
54
How to Write a Bill
72
Letters and Memos
92
CHAPTER 6
109
CHAPTER 7
129
Performing Tax Planning
136
Drafting Documents
141
Preparing Tax Returns
148
CHAPTER 8
157
Associates
166
Postscript
199
About the CD
213

Organization of Paper Files
116
File Retention and Destruction
123

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