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September 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; interest; small and mid-size law firm practice; special needs trusts; guardianships; trusts; and wills.

Cowles Tech Tip
Version 2011-2 of Trust Plus redesigned the Client area, adding new features and capturing additional client information. Screens are bigger, and the list of clients is sortable by the client's first or last name, the spouse's name, the file number, or the date created. This Tech Tip discusses the new tab for children, allowing you to record information for the client's children.


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