Over the past 35 years, I have been blessed with a successful estate planning practice, as well as with the opportunity to help many other attorneys build or improve theirs.
Based on that real-world experience, I have compiled what I believe to be the ten most common mistakes that I’ve seen most estate planning attorneys making that keep them from enjoying more financial success and a better quality of life.
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ABOUT THE AUTHOR
Attorney Philip J. Kavesh is the principal of one of the largest estate planning firms in California – – Kavesh, Minor and Otis – – which has been in business since 1981. He is also the President of The Ultimate Estate Planner, Inc., which provides a variety of training, marketing and practice-building products and services for estate planning professionals.
If you would like more information or have a question for him, he can be reached at [email protected] or by phone at 1-866-754-6477.
OTHER ARTICLES IN THIS ISSUE
- ADVANCED PLANNING: “Oshins’ Motions: Seven Estate Planning Motions for Consideration” by Steven J. Oshins Esq., AEP (Distinguished)
- TAX PLANNING: “Robert Keebler Podcast on the Death Tax Repeal Act of 2017” by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
- ESTATE PLANNING: “Trust Administration: Why it Should be a Part of Your Practice” by Kristin L. Yokomoto, J.D., LL.M. (Taxation)