In This Issue

The newest versions of Cowles Trust Plus and Cowles TrusTerminator have just been released! Check out the newest features and content in version 19.0 of these products, as well as our new Will Estate Organizer Binder.

The Initial Appointment
By Colleen Cowles
The initial appointment can be vital to your office's business—you should be generating business from this appointment 95% of the time. This article takes you through what you should be accomplishing at the initial appointment to make sure you actually generate that business.

Legislative Update
District Court Bars Las Vegas Man from Promoting Sham Trust Tax Scam; IRS Releases Interim Guidance on Penalty Procedures for Estate and Gift Tax Preparers; IRS Announces Changes Affecting Split-Interest Trust Information Return; AARP Publishes 2009 State Health Care Briefs; Applicable Federal Rates for July 2009.

Cowles Tech Tips
New features in Cowles TrusTerminator has made it easier to provide greater detail to your trust accounting reports. Now you can create your own expense and income categories, to go along with ones provided by Cowles TrusTerminator, for use in all your sessions. You can also specify the order in which your new categories appear in the resulting reports. This Cowles TechTip tells you how.

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