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WHITE PAPER: "Qualified Small Business Stock" - SKU RSKSBSTOCKWP25

Includes: 6-page downloadable PDF

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$35.00 Update $35.00

Joint Exempt Step-Up Trust ("JEST" Trust) Legal Document Form - SKU JESTLGL22

Includes: Legal Document Form (modifiable Microsoft Word document), Marketing Letter, Client Explanation Letter, plus 57-minute educational program and 36-minute document training.

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$1,495.00 Update $1,495.00

INSTANT DOWNLOAD: "Estate & Trust Admin for CPAs and Financial Advisors"-SKU RSK080524IDP

Title: "Estate and Trust Administration for CPAs and Financial Advisors". Includes: Downloadable Video & Audio Recording, & PDF Handouts. Duration: 100 minutes.

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$199.00 Update $199.00
Sub Total: $1,729.00
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ADD ON: PROGRAM TRANSCRIPT (PDF) - SKU RSK080524-ST $100.00

Regular Price $249.00

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INSTANT DOWNLOAD: "The SECURE Act FINAL Regulations"-SKU RSK072524IDP $149.00

Regular Price $199.00

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The Ultimate Estate Planner, Inc. reserves the right to modify and update these Terms at any time without prior notice.