Training Topics

# Title Duration Presenter
1 The Five Best Elevator Speeches about 1 Min Tim
2 Generating More Referrals about 1 Min Tim
3 Getting paid for your wisdom about 1 Min Dave
4 Getting other advisers on board.  Effective collaboration. about 1 Min Dave
5 Herding Cats.  Negotiating consensus among advisers. about 1 Min Dave
6 The Four Cornerstones of a Successful Practice about 1 Min Tim
7 Zero Tax Planning Institute : Turnkey Solutions! about 1 Min Tim
8 Top 10 zero tax planning strategies you need to know about 1 Min Dave
9 The Marketing Cornerstone Resources about 1 Min Tim
10 Value Proposition Letters about 1 Min Tim
11 Steps to Implementing a Zero Tax Plan.  about 2 Min Tim
12 How to Charge Fees about 1 Min Tim
13 Virtual Adviser Program Benefits about 1 Min Tim
14 Allied Adviser Program Benefits about 1 Min Tim
15 Channel Member Program Benefits about 1 Min Tim
16 Focus Your Unique Purpose about 1 Min Tim
17 Qualified Personal Residence Trust about 1 Min Tim
18 Testamentary Charitable Lead Trust about 1 Min Tim
19 The Training Cornerstone about 5 Min Tim
20 The Administration Cornerstone about 5 Min Tim
21 Trust Owned Life Insurance Reviews about 5 Min Tim
22 Giving clients the good, better, best engagement choices about 1 Min Dave
23 GRAT about 2 Min Tim
24 CRT about 1 Min Dave
25 Sometimes you just need a killer Strategy to talk about about 1 Min Dave
26 Income tax savings strategies about 1 Min Dave
27 SLAT about 1 Min Dave
28 Super CLAT about 1 Min Dave
29 vBlueprint about 1 Min Dave
30 Captive Insurance about 2 Mins Tim
31 Deferred Gift Annuity about 2 Mins Tim
32 Financial Checkup about 2 Mins Tim
33 Family Wealth Blueprint about 1 Min Tim
34 Family Wealth Statement about 2 Mins Tim
35 Grantor Retained Annuity Trust about 1 Min Tim
36 Super CLAT about 2 Mins Tim
37 Intentionally Defective Irrev. Trust about 2 Mins Tim
38 Pension Rescue about 2 Mins Tim
39 QPRT about 1 Min Tim
40 Testamentary CLAT about 2 Mins Tim
41 Virtual Taskmaster about 2 Mins Tim
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The Zero Tax Planning Institute was a program offered briefly from 2001 to 2011 to equip advisers to replicate the success enjoyed through law firms helping clients leverage estate tax exemptions and/or maximize charitable deductions. We explained the law firms' systems for developing successful seminars, attracting attendees, scheduling meetings with prospects, and engaging new clients. We explained how FOL attorneys added value to clients throughout each stage of the planning process. Because the program was technical in nature and subject to misinterpretation, the resources offered through the Institute are now only offered through Family Office Law LLP and its affiliated entities.


Zero Tax Planning is a program of Family Office Services, Inc.

Contact Us | 650 Town Center Drive, Suite 890, Costa Mesa, CA 92626
Phone: 800-447-7090 | Fax: 866-447-7090 | © Tim Voorhees, JD, MBA, 1996-2021
Zero Tax Planning is a simple but powerful concept that integrates well-established non-charitable tools (such as insurance, LLCs, low-interest notes, and irrevocable trusts) with common charitable tools (such as gift annuities, charitable remainder trusts, charitable lead trusts, private foundations, pooled income funds, etc.) to help clients reduce taxes while increasing potential benefits for family and favorite charities. Most clients can zero-out estate, gift and GST taxes through the appropriate leveraging of standard estate and gift tax exemptions. Other charitable and business income tax strategies can be used to zero-out taxes on capital gains income and/or the portion of their income not needed for lifestyle expenses. It is not difficult to zero-out capital gains taxes and large portions of income taxes by simply by giving wealth to charity. Nor is it difficult to zero-out estate and gift taxes by giving wealth family members and charity. Synergistic opportunities arise when the tax benefits of statutory charitable tools are combined with the tax benefits of non-charitable instruments described in the Internal Revenue Code. Family Office Law LLP ("FOL") attorneys and their affiliates do not recommend strategies that lack substantial legal authority. Strategies allowing for tax avoidance are recommended with input from the client's CPA; all recommendations respect language on the IRS website as well as judicial doctrines long-affirmed by Federal Court judges.