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October 2011

In This Issue

News, Articles, and Updates for the Estate Planner
See updates and article references involving charitable trusts and donations; elder law; estate and gift taxes; estate and trust administration--probate; estate planning; generation-skipping transfer tax; health care; retirement; small and mid-size law firm practice; special needs trusts; guardianships; trusts; and wills.

Cowles Tech Tip
Version 2011-2 of Trust Plus gives you new options to work with client data. This Tech Tip discusses the new ability to import and export Client data. For example, the client importer can directly use .csv files created from Microsoft Outlook, and vCards created from Apple Address Book, and Client data in Trust Plus may be exported in a number of formats.


THE ESTATE PLANNER AS A WORD DOCUMENT
Access The Estate Planner as a Microsoft Word document.