Information Referenced at The Advanced Institute 2013

It was a pleasure seeing all of you at the Advanced Institute this year, and I hope that all of you made it back home safely. As promised, I have several items for you to download. There are also links to purchase my books, some of which are discounted for professionals affiliated with The Estate Plan. Also as promised, we will add you to our newsletter and information distribution list if you send me an email at [email protected] or if you signed up at The Advanced Institute. Please feel free to use any articles in your own newsletters, but please be sure to give me writing credit and provide a link to our website at when you do.

I look forward to working with you, and hope that you will indeed carry the message of living trusts to all who will listen.

Jeffrey G. Marsocci

Raleigh, NC

The Estate Planning for Blended Families presentation in .pdf format, please click here.

To view the Estate Planning Process used by our law firm, please click here.

To order The Anti-Probate Revolution book for the reduced price of $7.50 only available to professionals affiliated with The Estate Plan, please click here.

To order The IRA Trust book for $7.50, please click here.

To order The Simple Guide to Special Needs Estate Planning, for $7.50, please click here.

To order The Estate Plan’s 222 Must-Have Provisions book for $5.49, please click here. (password “theestateplan”.)


To view the living trust educational video, please click here.

DOMA decision, US v. Windsor, please click here.

Revenue Ruling re: Married Same-Sex Partners, please click here.


OTHER BOOKS: There are other books available for sale at regular rates, including Estate Planning for Domestic Partners, Estate Planning for Married Couples, and The Joint Property Tax Trap. Please click here