Matt McClintock

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  • The Gathering 2017 – The Complete Package

    $300.00

    The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Related Industry and Topics

    The Bespoke Protector: Tailoring Third Party Powers to a Strategy’s Demands

    $25.00

    The use of trust advisors and protectors in domestic trusts has increased dramatically in recent years. The popularity of trust advisors and protectors is reflected in the growing body of statutory recognition, extending beyond directed trust statutes to other states as the Uniform Trust Code spreads. Though statutory law is growing in the U.S., there is scant case law to guide practitioners through some of the more challenging issues concerning trust advisors and protectors. Moreover, scholars disagree – sometimes stringently – on the propriety of using trust protectors beyond the offshore asset protection trust context. In this session we Matt will examine the law and develop a framework for practicing with trust advisors and protectors in new and more sophisticated ways.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Matt McClintock

    PREVIEW:

     

     

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  • WealthCounsel

    $25.00

    WealthCounsel has helped thousands of members build rewarding practices for more than 15 years.
    Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and
    serve clients with compelling services in a post-ATRA world.

    (Purchase of this product will include an Audio recording of the presentation. Presentation made
    using proprietary software and no Power Point was used.)

     

    Presented by Matt McClintock

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  • What Now for Estate Planning – 20% Off – Full 9 Part Series

    $180.00

    What Now for Estate Planning Attorneys and Their Practice?

    March 22, 2013, San Diego, CA

    COMPARE AND CONTRAST VENDORS AND PROGRAMS THAT WANT TO HELP YOU INCREASE YOUR REVENUE

    The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to
    compare and contrast various services such as marketing, drafting software, practice management, communication
    software, and education programs – all in one place! Join us for a full day with the providers themselves –
    understand the tools available to help you determine what you should be doing to attract, engage, and work with your
    favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.

    (Purchase of this product will include an Audio recording of each presentation and a PDF copy of most presentations.
    Some presentations were presented using proprietary software and no Power Points were provided.)

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