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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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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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 FREE FORMS: In order to obtain this Free Form, please:

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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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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.
 

This Form is the Offer of Employment Letter which the author, a practicing attorney specializing in employment/labor law, uses for his potential new associates.

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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. 
 

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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.