The Preeminent Resource for Estate Planning Professionals

Ultimate Estate Planner Testimonial

Servicing estate planning professionals of all designations including estate planning attorneys, financial advisors, CPAs, life insurance agents, trust officers and much more, The Ultimate Estate Planner, Inc. brings over 30 years of experience in the estate planning industry to help other professionals build their practices and better service their clients. 

We do this with a variety of tools and resources including, but not limited to, the following:

Choosing a company with the right amount of experience and expertise does count, and you can count on us.

Phil Kavesh Ultimate Level Attorney Training
If you're an estate planning attorney running your own law practice, we are certain that you have experienced the roller coaster of ups and downs that come with running a professional practice.  Unfortunately, law school and CE programs don’t teach the skills you need to run a successful business, such as how to hire and train support staff and associate attorneys, design and read accounting and financial reports, put proper internal operating systems and procedures in place and how to successfully market your practice.  Find out more about how our Ultimate Level event can help.  >>READ ON


Proper Post-Death Administration of IRA Beneficiary Trusts
Speaker: Phil Kavesh, J.D., LL.M.(Tax), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Date: Wednesday, April 2, 2014
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes

Sales to Grantor Trusts - - Revisited
Speaker: Robert Keebler, CPA, MST, AEP
Date: Wednesday, April 9, 2014
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes

Running a Profitable Estate Planning Practice in 2014 - - In the Under $5 Million Market
Speaker: Phil Kavesh, J.D., LL.M.(Tax), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Date: Wednesday, April 16, 2014
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes

Trusts, Section 469 & Section 1411: Material Participation After Frank Aragona Trust
Speaker: Robert Keebler, CPA, MST, AEP
Date: Tuesday, April 22, 2014
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes

Advanced Roth IRA Strategies
Speaker: Robert Keebler, CPA, MST, AEP
Date: Wednesday, April 23, 2014
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique
Speaker: Steve Oshins, J.D., AEP (Distinguished)
Date: Thursday, April 24, 2014
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes

Robert Keebler's Monthly Tax & Estate Planning Update Call
Speaker: Robert Keebler, CPA, MST, AEP
Date: Tuesday, April 29, 2014
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes

Get a $50 discount with a 12-month subscription

View All Upcoming Teleconferences | View On-Demand Library


Thursday, February 20, 2014
Robert Keebler's 3.8% Net Investment Income Tax Bundle Package

Many professionals have expressed a desire for further assistance with the 3.8% Net Investment Income Tax ("NIIT") and completion of new IRS Form 8960. In recent weeks, we have enlisted the help of nationally renowned CPA and tax expert, Robert S. Keebler, CPA, MST, AEP (Distinguished) to present on several topics on NIIT.

You can spend hours deciphering Internal Revenue Code Section 1411, the final regs and the instructions for Form 8960. But, as tax professionals, we know that your time is limited and you may not have time to wait to get the help that you need right away to service your clients. This is why we are pleased to announce that we have assembled a very special package, "Robert Keebler's NIIT Bundle Package".

This bundle package includes the following presentations:

You will get the handout materials and the audio recording for each of these presentations so that you can listen to them right away and at your convenience.

This bundle package is valued at over $500, but you can get this package for you and your entire office for just $295.  This offer is available TODAY ONLY, so you will want to place your order right away!  >>READ MORE

Monday, February 3, 2014
Robert Keebler on Rev. Proc. 2014-18 (Plus Free PDF Download)

From the Desk of Robert S. Keebler, CPA, MST, AEP (Distinguished).

Rev. Proc. 2014-18 provides the procedures for filing a late 706 to obtain portability.  This procedure will be a real "lifesaver" for an executor who missed the filing requirement.

Rev. Proc. 2014-18 also provides a simplified method for the executor of an estate for a spouse in a same sex marriage who died before DOMA was ruled unconstitutional  to obtain an extension of time to file for "portability."

If you would like to download a PDF of a presentation that was given for the AICPA, please complete the form below.

Feel free to share with your colleagues and friends!

Sunday, February 2, 2014
Come See Us at The Gathering in San Diego!

The Ultimate Estate Planner, Inc. is pleased to announce that we are a Premier Sponsor at Laureate Center for Wealth Advisors' upcoming 2-day Gathering program down in San Diego on February 27th and 28th.

The Gathering is the premiere wealth, business, and estate planning event in our industry.  This valuable program provides a practical understanding of current events in estate, business, tax, insurance and wealth strategies planning to keep you and your Independent Collaborative Advisor on the cutting edge.  The program includes the best of the information gathered at the Heckerling Institute of Estate Planning and insights provided by Laureates and colleagues.

Our President, Philip Kavesh, will be speaking during lunch on one of the days with a topic that you won't want to miss!

For more information about The Gathering, including an agenda and registration information, click here.

Saturday, February 1, 2014
Registration is Open to the Next Ultimate Level Program

May 2014 Ultimate Level

Registration for our next Ultimate Level program is now open.  As of today, we have only 10 spots left and you have until February 28th to take advantage of a $500 Early Bird registration discount and 3-month payment plan.  For more information about our Ultimate Level program and to determine if this program is right for you or not, click here.

Monday, January 27, 2014
BREAKING NEWS: IRS Issued Rev. Proc. 2014-18, Granting Relief for Some Late Portability Elections

The IRS issued Rev. Proc. 2014-18 today, announcing that it would grant blanket relief for the estates of persons who died in 2011, 2012, and 2013, if the estate was not required to file a return.  The IRS announced that it will allow these estates to file a return to elect portability until December 31, 2014.

Any estates of persons dying after 2013 that don't file a timely return to elect portability can apply for a private letter ruling.

For more information, click here to listen to LISI's 60-Second Planner with nationally renowned CPA, Robert S. Keebler.  Also, see Rev. Proc. 2014-18 for further details.

Friday, January 24, 2014
Final IRS Form 8960 Released Today

Final IRS Form 8960

The IRS published the final Form 8960, for computing the 3.8% Net Investment Income Tax for individuals, trusts and estates.  To download final Form 8960, click here

Also, don't forget to register for our special 90-minute teleconference with nationally renowned CPA, Robert Keebler on Thursday, February 6th at 9am Pacific Time (12pm Eastern Time) for a detailed walk-through of Form 8960.  For more information and to register, click here.

Thursday, January 9, 2014
Robert Keebler's 2014 Tax Planning Success Kit

Robert Keebler Tax Planning Kit

More and more, you’re seeing clients (and prospects) turning their attention away from traditional estate tax and financial planning and toward income tax reduction and asset protection. 

Why? Because of ATRA’s higher ordinary and income tax rates, higher capital gains tax rates, deduction phase-outs and higher estate tax exemption, Obamacare’s “net investment income “surtax”, a higher estate tax exemption, and an increasingly lawsuit-happy society!

Fortunately, it’s not difficult to re-tool your practice to meet this new demand for income tax and asset protection planning.  You just need to “tweak” how you use many of the techniques already in your bag of tricks (and maybe add a few others).

Regardless of whether you’re a financial advisor, life insurance agent, CPA or estate planning attorney (and regardless of your level of expertise), you need to have the necessary planning tools and techniques at your finger tips - - so you can show them to your clients and prospects before your competitors do!

We have collaborated with one of the nation's leading experts in tax planning - - Robert S. Keebler, CPA, MST, AEP (Distinguished) - - and are pleased to announce the release of...

Robert Keebler's 2014 Tax Planning Success Kit

Every estate planner of every designation and level of experience and expertise should have this in their arsenal of resources and tools to use this year! READ MORE


10TH ANNUAL "THE GATHERING" by The Laureate Center of Wealth Advisors
February 27 & 28, 2014 | San Diego, CA | Brochure | Register

The Tenth Annual Gathering will be two packed days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. In today’s busy world, no one person can be an expert in all areas of estate, business, tax, and wealth planning. However, as we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.  The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy teaching and who give of themselves and their time. Their unique skills, experience, expertise, and judgment are truly invaluable when blended with the incredible breadth and depth of talents and experience of the audience. Also, we are pleased to announce that Philip Kavesh and The Ultimate Estate Planner, Inc. will be joining the folks down at The Gathering as a Premier Sponsor.  Please join us and be sure to stop by our booth and say "Hello!".  >>MORE INFO


March 27-29, 2014 | Denver, CO
| Agenda | Register

This year's topics include:
  • The Latest and Greatest on Special Needs Planning and the Affordable Care Act
    - Scott Solkoff, Ann Koerner, and Scott MacDonald
    Moderator: Kevin Urbatsch
  • Special Needs Planning, DOMA and Other Marriage-Related Issues
    - Cynthia Barrett
  • Special Needs Planning for Housing, Food Assistance, Employment and Other Benefits
    - Blaine Brockman & Patricia E. Kefalas Dudek
  • Latest SSI Updates and Understanding and Using SSI Regional Counsel Options
    - By Deputy Commissioner of Social Security
    Moderator: Theresa Varnett



May 1-3, 2014 | Los Angeles, CA

Based on the demand from our first three Ultimate Level programs in 2013, we have decided to hold another Ultimate Level program.  This exclusive event will only be opened up to 15 attorneys (and their staff) who are seriously interested in successfully building their practice.  >>LEARN MORE


2014 PLANNING FOR THE GENERATIONS (WealthCounsel National Conference)
July 16-18, 2014 | Denver, CO | Register

The Planning for the Generations Symposium is your opportunity to connect with hundreds of colleagues and learn from national experts how to grow your practice with a deeper understanding and practical application of a “continuum of care” approach. Come prepared to learn powerful – and practical – strategies to implement immediately for richer client relationships and a more profitable practice. Along with relevant and powerful plenary sessions, join in four education tracks based on your interests and experience, including 1) Estate Planning, 2) Business Planning & Practice Building, 3) Elder Law & Special Needs, and 4) Financial Planning.  >>MORE INFO


November 5-7, 2014 | San Antonio, TX | MORE INFO

The National Association of Estate Planners & Councils has announced that its 51st Annual Conference will be held on November 5th, 6th and 7th at the Marriott Rivercenter in San Antonio, TX.  The detailed agenda and registration information has not been announced, but you will definitely want to block your calendars for this conference.  You can also visit NAEPC's website for more information.

The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.

© 2014 The Ultimate Estate Planner, Inc.
About Us | Teleconferences | Products & Services | Newsletter

FacebookTwitterLinked-In CompanyBlog RSS

Attorney Website Design by
Amicus Creative