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!
UPCOMING TELECONFERENCES
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Robert Keebler's Monthly Update Call
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Tuesday, January 31st
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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2012 Planning Series: Income Tax & Retirement Benefit Planning
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, February 2nd
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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2012 Planning Series: Running a Profitable Basic Estate Planning Practice
Speaker: Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC, CA State Bar Certified Specialist
Date: Tuesday, February 7th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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2012 Planning Series: Advanced Estate & Asset Protection Planning
Speaker: Steven J. Oshins, Esq.
Date: Thursday, February 9th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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RECENT BLOG ENTRIES
Thursday, January 26, 2012
Interview on Dynasty Trusts with Guest Expert, Steven J. Oshins, Esq.
Steven J. Oshins, Esq. is a nationally renowned estate planning and asset protection attorney based in Las Vegas, Nevada, with clients all over the United States. Steve was the author of Nevada’s 365-year Dynasty Trust law and often works jointly with estate planning attorneys from other states on setting up dynasty trusts and other advanced level estate planning and asset protection techniques.
We recently had the opportunity to interview Steve on the topic of Dynasty Trusts.
UEP: Would you please start by describing how the Dynasty Trust works?
Steve Oshins: Let me begin by clarifying that I’m talking about the Dynasty Trust in the context of a lifetime irrevocable trust. This is very similar to the Personal Asset TrustSM that your law firm drafts inside the Living Trust, except the Dynasty Trust is irrevocable and funded during life rather than revocable and funded after death.
A Dynasty Trust leverages a person’s gift and generation-skipping transfer tax exemptions for as many generations as applicable state law permits. Whereas most attorneys draft trusts to provide for mandatory distributions to the grantor’s children at staggered ages, a Dynasty Trust is drafted to encourage the trustees of the trust to keep the assets in trust for the benefit of the beneficiaries and to allow the beneficiaries to use the trust property rather than receive it outright where it will be subject to estate taxes, creditors and divorcing spouses.
A true Dynasty Trust is one which is set up under... READ MORE
Wednesday, January 25, 2012
Top 10 Trends in Wealth Management
Reposted from AdvisorOne
Whither wealth management? The industry will continue to undergo radical changes that began in 2008, according to a detailed, 30-page Aite Group wealth management report released Friday.
In a report that identifies the top 10 trends that Aite foresees for wealth managers in the coming year, the Boston-based research and advisory firm warns that many of those trends will affect business models, profitability pressures, investor requirements and more.
“Wealth management firms will be required to quickly and frugally rethink the way they do business in order to be successful in a challenging market environment," says Aite in the introduction to its “Top 10 Trends in Wealth Management, 2012” impact note.
Here are the Top 10 wealth management trends to expect in 2012... READ MORE
Monday, January 23, 2012
Full Report of The 46th Annual Philip E. Heckerling Institute on Estate Planning
At The Ultimate Estate Planner, Inc., we are committed to providing our fellow estate planners access to the information, products, education and various resources that are available to help individuals be better practitioners and provide better service of both estate and financial planning, to their clients.
Therefore, we are extremely pleased and privileged to provide to you through the graciousness of the American Bar Association's Real Property, Trust & Estate Law (RPTE) Section the full and complete report from the 46th Annual Heckerling Institute of Estate Planning Conference, one of the nation's leading conferences for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals.
The 2012 conference was just held on January 9-13 in Orlando, Florida and had over 2,600 people in attendance.
READ MORE and DOWNLOAD THE COMPLETE REPORT
Friday, January 20, 2012
Bob Keebler on Roth Conversions in 2012: Now's the Time to Convert
Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here.
“For more than 14 years, we have been advising clients about converting to a Roth IRA. For the first ten years, most of our collective efforts focused on the long-term strategic benefits of converting to a Roth IRA with us preparing complex spreadsheet analyses on the front-end to determine an ‘ideal amount’ to convert.
Like other tax professionals, with the extreme volatility of the stock market in recent years, our Roth IRA conversion paradigm has shifted.
Instead of spending hours on the front-end analyzing Roth IRA conversions to find a so-called ‘ideal amount’ to convert, we only spend an hour or so to determine if a Roth IRA conversion is feasible in the first place. After determining feasibility, we then advise our clients to convert to a Roth IRA as early in the year as possible and take a 'wait-and-see' approach over the next year.
Only after the client’s tax situation becomes clearer in the following tax year and we have the benefit of hindsight (to analyze post-conversion returns within the Roth IRA) will we take the next step and carefully analyze where a potential ‘sweet spot’ exists. Given the above considerations, with proper planning a client who converts to a Roth IRA in early 2012 can create a ‘heads I win, tails I tie’ scenario.”
Now, Robert S. Keebler, CPA, MST, AEP provides members with important commentary on Roth IRA conversions in 2012... READ MORE
UPCOMING EVENTS IN THE INDUSTRY
THE LAUREATE CENTER FOR WEALTH ADVISORS' THE GATHERING
February 23 & 24, 2012 | San Diego, CA | Event Brochure
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. >>MORE INFO
THE AICPA CONFERENCE FOR THE HIGH INCOME INDIVIDUAL
April 30-May 1, 2012 | Las Vegas, NV | Event Brochure
The 2012 AICPA Conference on Tax Strategies for the High-Income Individual features an all-star cast of renowned experts and thought leaders offering timely insights, solid strategies, and valuable ideas over two intensive days of interaction. The Tax Strategies Conference will guide you through a myriad of timely tax-related subjects – zeroing in on the latest income and estate tax changes during this critical election year. >>MORE INFO
THE 2012 PLANNING FOR THE GENERATIONS CONFERENCE
July 12-20, 2012 | Denver, CO | Event Description
Join WealthCounsel LLC, one of the largest estate planning attorney member organizations in the country, for their 15th annual educational conference in Denver, Colorado to hear some of the nation's leading technicians for a variety of legal, technical, and practice-building topics. >>MORE INFO |