Servicing estate planning professionals of all designations including estate planning attorneys, financial advisors, CPAs, life insurance agents, trust officers and much more, The Ultimate Estate Planner, Inc. brings over 30 years of experience in the estate  planning industry to help other professionals build their practices and better service their clients.
We do this with a variety of tools and resources including, but not limited to, the following:
Choosing a company with the right amount of experience and expertise does count, and you can count on us.
ON SALE TODAY - Wednesday, June 19, 2013 Only
Successful Initial Client Interview & Appointment Closing Tips Package
If you're not currently closing more than 65% of your client meetings, then you might want to take a look at this tested and proven system that works. Save today only! >>MORE INFO
The 2013 Tax Law Seminar Marketing Package
This is your last and final opportunity to get a complete seminar presentation for your clients and prospects on the 2013 tax law changes. Your clients still need help and this seminar is a great way to get in front of them with something new and highly desired. >>MORE INFO
UPCOMING TELECONFERENCES
The Grantor Retained Annuity Trust: Significant Estate Tax Savings with Nearly Zero Gift Tax Risk
Speaker: Steven J. Oshins, Esq., AEP (Distinguished)
Date: Wednesday, June 12, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes |
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Administering Special Needs Trusts
Speaker: Kevin Urbatsch, J.D., California State Bar Certified Specialist in Estate Planning, Trust and Probate Law
Date: Wednesday, June 19, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes |
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Developing a Pet Planning Practice
Speaker: Eden Rose Brown, J.D.
Date: Wednesday, June 26, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes |
Special Registration Offer |
PRACTICE-BUILDING & ATTORNEY TRAINING
If you're an estate planning attorney running your own law practice, we are certain that you have experienced the roller coaster of ups and downs that come with running a professional practice. Unfortunately, law school and CE programs don’t teach the skills you need to run a successful business, such as how to hire and train support staff and associate attorneys, design and read accounting and financial reports, put proper internal operating systems and procedures in place and how to market your practice successfully.
These are all things that our President, Philip J. Kavesh, has experienced and endured over the past 32 years of running his own estate planning law practice. He has put together a very special and unique training program called "The Ultimate LevelSM" for fellow estate planning colleagues, like none other available.
For more information, click here.
RECENT BLOG ENTRIES
Monday, June 03, 2013
The Next "Ultimate Level" 2-Day Attorney Training Announced
 REDONDO BEACH, CA—The Ultimate Estate Planner, Inc. is pleased to announce the dates for its next and third 2 and a half-day practice-building attorney training program, "The Ultimate LevelSM".
The next Ultimate Level program will be held on Thursday, October 3rd through Saturday, October 5th in beautiful, sunny Redondo Beach, California. It will feature a tour of Mr. Kavesh's law firm, Kavesh, Minor & Otis and this time will be limited to fifteen select attorneys (and their key staff members and associates).
Interested in taking YOUR practice to the "ultimate level"? >>READ MORE
Saturday, June 01, 2013
June 2013 Newsletter
In May 2013, The Ultimate Estate Planner, Inc., released its premier issue of its free monthly estate planning newsletter. This is a newsletter unlike any others out there for estate planning professionals. Not only is it intended for estate planning professionals of all designations - - including estate planning attorneys, CPAs, financial advisors, life insurance agents, and even administrative staff - - but it is intended to be practical, timely and provide useful technical, legal and practice-management strategies that professionals can actually use in their practice.
IN JUNE'S ISSUE:
- "Green Book" Proposals and Income Tax Planning by Robert S. Keebler, CPA, MST, AEP (Distinguished)
- Fight Back Against "Commoditization" and Low-Priced Competition by Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
- Advise Clients to "Shift" Opportunities Rather than Grab Opportunities Themselves by Jeremy Spackman, Esq.
- "Contextualizing" Life Insurance by Jason Oshins, Financial Advisor, MBA
- Five Simple Tips for Being a More Organized Assistant by Kristina Schneider & Megan DeLaGarza, Executive Assistants
- Announcement: Client-Friendly Laminated Charts and Handouts
CLICK HERE to read June's newsletter.
Saturday, May 25, 2013
The Real Deal with IRAs and Lawsuit Protection
Reproduced with permission from Jeffrey M. Verdon Law Group, LLP.
There are very few assets we own that are more sacred than our retirement plans. Under general legal principles and public policy, most jurisdictions exempt retirement accounts, such as 401Ks and IRAs, from creditors. However, in a recent court case, the so-called "inherited IRA," was held not to have such "firewall" creditor protection.
An inherited IRA is nothing more than an IRA that is passed from the owner of an IRA at his or her death to the designated beneficiary. In general, sound public policy supports the stance that because retirement accounts are so critical to one's financial resolve in later life, those assets should be inaccessible by creditors should any liability arise. It was therefore not hard to follow that one could give away the remaining assets of an IRA account, at which point the beneficiary would obtain the assets in the same form as they existed previously, that is to say, exempt from potential judgment creditors.
However, on April 23 of this year, the Seventh Circuit Court of the United States Court of Appeals held that these inherited IRAs are... READ MORE
Friday, May 24, 2013
60-Second Planner: Huber Bankruptcy Court Decision on DAPTs
Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here.
To download Leimberg Information Service's 60-Second Planner podcast, In re Huber, click here.
Monday, May 20, 2013
Superstar Estates: Fleeting Fame, Enduring Security by Robert L. Moshman, Esq.
Reproduced with the expressed written consent and permission from Robert L. Moshman, Esq., author of the The Estate Analyst. To contact Bob Moshman to be included on his distribution list of his monthly newsletter, e-mail Bob at bmoshman@optonline.net.
Actors, musicians, athletes, and Kardashians can become famous overnight, but notoriety doesn’t automatically mean financial security; sadly, it usually ends up meaning the opposite. Lottery winners and other windfall recipients often follow a similar path, even if their “stardom” is limited to local friends, neighbors, and family.
Celebrity wealth can evaporate along with fleeting fame. Celebrities also attract lawsuits, moochers, and scam artists. Professional athletes have all of these issues but in a condensed career that can be over with a single injury.
Let’s examine the special financial planning challenges of these estates... READ MORE
OTHER UPCOMING EDUCATIONAL OPPORTUNITIES
AICPA ADVANCED ESTATE PLANNING CONFERENCE by AICPA
July 15-17, 2013 | Baltimore, MD | Brochure
At the AICPA Advanced Estate Planning Conference, you will receive technical training on all current aspects of estate, gift and inheritance planning. You’ll receive the expertise, training and most current information. Interactive sessions, classroom discussions and case studies provide the latest material with in-depth coverage on estate planning issues. Leave the conference prepared to effectively provide for your clients’ estate plans. >>MORE INFO
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2013 PLANNING FOR THE GENERATIONS by WealthCounsel, LLC
July 24-26, 2013 | Denver, CO | Register
The Planning for the Generations Symposium is a unique opportunity to learn from national experts, develop meaningful relationships with colleagues, and discover new ways to grow your practice. Join us in Denver where we have built a curriculum with four tracks of timely and relevant planning strategies and practice solutions. Earn CLE, CFP, CPE, Insurance and Ethics credits from a wide range of topics and presenters during these education tracks: Essentials Planning, Advanced Planning, Elder Law Planning, and Business Planning. This event is specifically designed to attract and engage all interdisciplinary professionals. Experience quality education, a unique collegial environment and arm yourself with powerful strategies to serve the needs of your clients. >>MORE INFO
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ED SLOTT'S INSTANT IRA SUCCESS 2-DAY WORKSHOP
October 4-5, 2013 | San Diego, CA | Brochure | Register
The new tax laws have created consumer confusion. Baby boomers and those nearing retirement across the country are searching for answers only the most knowledgeable financial advisors with the proper expertise and training can provide. Are you prepared to deliver solutions with confidence and protect the retirement savings of millions of Americans at a critical time in their retirement planning? We have all heard the horror stories! One wrong move could wipe it all away. However, with the RIGHT planning steps, you can become a hero to your current clients and impress prospects with your level of knowledge.This is your time to stand out from the competition and generate new business in a constantly shifting financial climate. Ed Slott and Company's 2-Day IRA Workshop provides you with the unmatched education you need to succeed. Over 2 full days, America's IRA Experts will target the latest tax laws, IRS regulations and case studies, while providing an immediate action plan in each section so you can translate this information into new business on the first day back in the office! >>MORE INFO
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48th ANNUAL SOUTHERN FEDERAL TAX INSTITUTE
October 21-25, 2013 | Atlanta, GA | Register
Plan on joining NAEPC & The NAEPC Education Foundation this November in Las Vegas, Nevada. The hosting property, The Cosmopolitan of Las Vegas, is the newest property on the Las Vegas Strip and the annual conference provides the perfect opportunity for just a little extra time away! Plan now to join the celebration of 50 years of exceptional conferences and educational programming! >>MORE INFO
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50th ANNUAL CONFERENCE & CELEBRATION by NAEPC
November 20-22, 2013 | Las Vegas, NV | Agenda | Register
The Southern Federal Tax Institute, Inc. is a non-profit corporation organized for the exclusive purpose of developing and presenting annually a professional institute covering current federal tax problems and issues at the post-graduate level. The program is designed for the practitioner who must frequently anticipate and handle federal tax matters. Emphasis is placed on subjects which are new and current, including in-depth coverage of recent developments and problems which often prove difficult in planning clients' affairs and transactions. >>MORE INFO |