ABA Heckerling Reports from the 2018 Heckerling Institute

For the past 19 years, the American Bar Association Section of Real Property, Trust and Estate Law with the permission of the University of Miami School of Law, releases several extensive reports highlighting the various lectures and proceedings of the Heckerling Institute, one of the nation’s largest estate planning conferences, held every year in January. This past January 2018, marked the 52nd Annual Heckerling Institute.  To view, download and access these extensive reports, please click here to visit the ABA’s website. Further, at the above website, you can also access reports from prior Heckerling Institutes as well. We, at The…

FREE WEBINAR: Adding Business Planning To Your Estate Planning Practice

If you’re an estate planning attorney, you may have been struggling to figure out what’s the “next best thing” coming to you in your practice now that estate tax planning is (and has been for the last several years) effectively dead.  Business law is often an effective complement to an estate planning practice. The folks at WealthCounsel, LLC are hosting a free 60-minute webinar on Tuesday, February 27, 2018 at 10am Pacific Time (1pm Eastern Time) entitled, “Adding Business Planning To Your Estate Planning Practice” with speakers, Jeramie Fortenberry, J.D., LL.M. and Patrick Carlson, J.D., LL.M.   *NOTE: This program is sponsored…

Robert Keebler Podcast on the Death Tax Repeal Act of 2017

Thanks to the generosity of Stephan Leimberg and Leimberg Information Services, we are pleased to bring to you complimentary podcasts on the following important updates. Senate Bill 205, the Death Tax Repeal Act of 2017 Senate Bill 205, the Death Tax Repeal Act of 2017, would not only repeal the estate tax — it would also eliminate a technique designed to reduce state income tax, the ING trust. Bob Keebler reports. LISI members can read more about S. 205 and other estate tax repeal proposals in Estate Planning Newsletter No. 2516 by Ed Morrow, published on February 10, 2017. To…

2016 WealthCounsel Symposium Debrief

By Kristina Schneider, Executive Director It’s Tuesday, October 25, 2016 and I just returned to the office from the 2016 WealthCounsel Symposium in Washington, D.C.  The annual conference for WealthCounsel is always one that is a bit personal to me, as it was the conference I first attended a week after Phil hired me back in July 2004.  It’s always fun to see familiar faces and to be around the very people that we help throughout the year.  As an internet-based company, it’s pretty rare that we have face-to-face contact and most of all of my contact with our customers…

Summer 2016 Promotion – 3-Day Sale

SORRY YOU MISSED IT! Starting the afternoon of Monday, June 20th, The Ultimate Estate Planner, Inc. is pleased to announce a 3-day promotion for its customers.  Save 25% off your entire order!* This special promotion is good towards your entire order and cannot be combined with any other offers.  If you’re not sure what we have and what might be helpful to you and your practice, it may be helpful for you to browse our website by profession. ESTATE PLANNING ATTORNEYS CPAs & ENROLLED AGENTS FINANCIAL ADVISORS & LIFE INSURANCE AGENTS This promotion is also good towards the following: Upcoming…

NEW Basic Teleconference Registration Added

You’ve spoken up and we’ve listened.  Several of our customers have indicated that they would love to attend more than one of our teleconference programs, but it simply is not feasible to do so with how many we run each month.  We are pleased to announce a new registration option that will make attending our teleconference programs far more affordable for our customers. We are pleased to announce the Basic Registration option, which allows our customers to attend a live teleconference program for as low as $99. The Basic Registration option gives you the PDF handout materials and access to…

ABA Heckerling Reports from the 2016 Heckerling Institute

For the past 17 years, the American Bar Association Section of Real Property, Trust and Estate Law with the permission of the University of Miami School of Law, releases several extensive reports highlighting the various lectures and proceedings of the Heckerling Institute, one of the nation’s largest estate planning conferences, held every year in January. This past January 2016, marked the 50th Annual Heckerling Institute.  To view, download and access these extensive reports, please click here to visit the ABA’s website. Further, at the above website, you can also access reports from prior Heckerling Institutes as well. We, at The…

50% OFF ALL ON-DEMAND PROGRAMS! EXPIRES AUGUST 31ST!

The Kids Are Going Back to School, And So Are You! (And Get a Special, Limited-Time Discount, Too!)  The kids, whether young or college-age, might be getting ready to go back to school (or may have even started already), and there is no better time to get caught up on all of the latest estate, tax, and financial planning strategies and techniques out there right now.  We know that you summer may have been a busy time for you and to help get you back into the groove of things, we want to offer you a very special opportunity to…