Complimentary initial appointments are wonderful opportunities to convert potential clients into happy, paying clients, but streamlined pre-appointment procedures are essential to make the initial appointment productive for both attorney and client. This article helps you establish your goals for these initial appointments, and what type of preparation makes these appointments successful.

President Signs Bill Repealing Dollar Limit on Contributions to Qualified Funeral Trusts; IRS's Final Rules Outlines Tax Effects of Converting Non-Roth Annuity to Roth IRA; IRS Rejects Alternative Funding Rule in Severance of Trust for GST Tax Purposes; IRS Requests Public Comments on Tax Forms Affecting Estate Planning Practitioners; Applicable Federal Rates for September 2008.

Do you have a situation that may require the drafting of a specific or unique document? Would you like to see what others have drafted instead of starting from scratch? Cowles MemberDocs is a great resource for documents, phrases, articles, marketing materials, slides, and other items submitted by other members. This article tells you how to find and use everything from an "Affidavit of Death" to a "Pet Trust".