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Resources

"Welcome to our newly designed resources page. This is where we provide easy access to our most valuable information resources.

We have organized these resources as descriptive links to the actual documents below. Please come back and visit this area often, as updated resource documents will be added on a regular basis."

- Tom Norman, JD
Certified Fund Raising Executive

New - Closing a Dental Practice

Selling the Dental Practice

Trusts: A Primer | Using "Bypass Trust"

What Happens to Your Dental Practice Following Your Death

2007-2008 Hurricane Survival Guide

A Guide to Planning Your Will and Trust

Our Legacy Our Future - Securing the Future of Dental Education

Transitions and Retirement using a Charitable Remainder Trust

Charitable Gifting

Does Your Estate Plan Have "The Right Stuff"?