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Thursday, April 05, 2012

How Do You Convince Clients to Actually Do GRATs (and Other Estate Tax Planning)?

The Ultimate Estate Planner, Inc. President and estate planning attorney, Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Tax and Probate Law, and nationally renowned estate planning and asset protection attorney, Steven J. Oshins, Esq., co-authored an article entitled, "How Do You Convince Clients to Actually Do GRATs (and Other Estate Tax Planning)?", featured in WealthCounsel's April 2012 Quarterly Newsletter released earlier today.

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In the April 2012 WealthCounsel Quarterly Newsletter

Download the April 2012 WealthCounsel Quarterly Newsletter

A Comment on the Ethics of Fraudulent Conveyances
By: Professor Denis Kleinfeld, Esq.

Do Not Forget About an Old 401(k) in Estate Planning
By: Jeffrey Bedell, J.D.

How Naming a Family Financial Assistant Makes Handling the Clients Affairs Easier for Everyone Involved
By: Timothy B. Borchers, Esq.

Create Your Own Micro-Climate To Make It Rain
By: Mark Powers & Shawn McNalis, Atticus, Inc.

Adaptable Planning Advice for 2012 and Beyond
By: Charles Douglas, JD, CFP®, AEP

You Can Call Me Ray, or You Can Call Me J: Common Terms with Different Names
By: Mary Merrell Bailey, JD, CPA, MBA, MSTaxation, MSAccounting

Attract, Engage, and Work with Families with Taxable Estates and Their Advisors
By: Joseph J. Strazzeri, Esq. and Stephen J. Mancini, Esq.

There’s No Place Like Home: Follow the Yellow Brick Road to a Better Estate Plan
By: Stephanie N. Prestridge, J.D.

Chunk It!  We Want to Tell You How to Chunk Your Life So You Can Achieve Peak Performance
By: Julieanne E. Steinbacher, Esq. and Adrianne J. Stahl, Esq.


Additional Content in This Issue!

  • Drafting Documents: Set Your Sights on Accessible Language
     
  • WebSource™ and ClientDocx™ - - Redefining the Way Members Generate Clients and Growth Their Practices 
     
  • Five Reasons to Register Now for the 2012 Symposium
  • WealthCounsel Unveils “EstatePlanning.com
    EstatePlanning.com is the nation’s only web portal specifically designed to educate the public about the importance of estate planning while also facilitating communication with a local attorney.

This post has been brought to you by The Ultimate Estate Planner, Inc., providing practical, tested and proven technical and marketing products to help estate planning professionals throughout the country build their practices.  Connect with us on Facebook, Twitter or LinkedIn.

Source: WealthCounsel.com


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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.



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