You can now see the agenda and register for the 2019 ITA Fall Conference. The event is October 2-4 at the West Des Moines Marriott. Complete details are available at the ITA website here. ITA Fall Conference info
You can now see the agenda and register for the 2018 ITA Fall Conference. The event is September 26-28 at the West Des Moines Marriott. Complete details are available at the ITA website here. ITA Fall Conference info
The 2017 ITA Will & Trust Forms are now available.
Don’t pass up the chance at over 36 different Will, Trust and Estate and Charitable Planning Forms and commentary. Each form may be edited to meet your specific needs. The forms range from the very simple Will/Trust to the more complex forms. There are 125 different special powers and provisions that can be used to tailor the document to your client’s situation. The added provisions range from farm manager designation clauses to the allocation of S corporation stock.
Orders are now being taken for the updated disks. Included is a disk in both MS Word and .pdf formats. All forms are available on the CD, both with the editable forms and a .pdf version of the forms with commentary that cannot be edited. You may print out the forms and commentary. Please fill out the order form included in this mailing and send it to the address listed. If you have any questions, please contact Darcy Burnett at 800-987-7365.
Please click here to view the Table of Contents from the Will and Trust Form Manual.