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.
To read this article, download the white paper below.DOWNLOAD FREE WHITE PAPER
THE ULTIMATE LEVELTM IS BACK!
You asked for it and we made it happen! The Ultimate LevelTM is back!
Take this 2-day training course that will help you bridge the gap between law school and your continuing education courses. Find out why hundreds of your other attorney colleagues have taken this program and figured out how to run a successful estate planning practice as a successful business!
Plus, take advantage of a special EARLY BIRD discount that expires on March 31st!LEARN MORE
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)