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This page is a list of all of our upcoming teleconferences. If you are looking for a teleconference that has already passed, you can browse through our past teleconferences that are available On-Demand.
May 2012
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Estate Planning for Blended Families 3-Part Teleconference Series
Session 3: Testamentary Planning & Administration for Blended Families
Speakers: L. Paul Hood, Jr., J.D. & Emily Bouchard
Date: Tuesday, May 22nd
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Session 3 Only
BEST VALUE:
All 3 Sessions
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Taxation of Entities
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, May 24th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Robert Keebler's Monthly Update Call
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, May 31st
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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June 2012
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2012 Tax Planning with Rate Increases on the Horizon
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Wednesday, June 6th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know
Speaker: Martin M. Shenkman, J.D., CPA, MBA
Date: Wednesday, June 13th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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The New Revocable Irrevocable Trust
Speaker: Bruce Givner, Esq. and Phil Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Date: Wednesday, June 20th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Robert Keebler's Monthly Update Call
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, June 28th
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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July 2012
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Utilizing the Choice of Trust Situs as a Technique to Maximize Planning Opportunities for Your Clients
Speaker: Martin M. Shenkman, J.D., CPA, MBA
Date: Wednesday, July 11th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Proper Post-Death Administration of an IRA Benficiary Trust ®
Speaker: Phil Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Date: Wednesday, June 20th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Robert Keebler's Monthly Update Call
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, July 26th
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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August 2012
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How to Sell Your Practice for a Tidy Sum
Speaker: Jan Copley, J.D., Atticus Certified Business Coach
Date: Wednesday, August 8th
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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COMING SOON! |
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Business Succession Planning
Speaker: Bruce Givner, Esq.
Date: Tuesday, August 21st
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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COMING SOON! |
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Robert Keebler's Monthly Update Call
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, August 30th
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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September 2012
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Succession Planning and Split Dollar Life Insurance
Speaker: Martin M. Shenkman, J.D., CPA, MBA
Date: Wednesday, September 12th
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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COMING SOON! |
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Robert Keebler's Monthly Update Call
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, September 27th
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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October 2012
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Business Buy-Out Agreements
Speaker: Martin M. Shenkman, J.D., CPA, MBA
Date: Wednesday, October 10th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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COMING SOON! |
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Domestic Asset Protection Trusts
Speaker: Steven J. Oshins, Esq.
Date: Wednesday, October 24th
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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COMING SOON! |
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Robert Keebler's Monthly Update Call
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, October 25th
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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November 2012
December 2012
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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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