Latest Blog Entries

The Next "Ultimate Level" 2-Day Attorney Training Announced

June 2013 Newsletter

The Real Deal with IRAs and Lawsuit Protection

Blog for Estate Planning Professionals

Friday, August 31, 2012

Office Closed on Monday, September 3rd

In observance of the Labor Day holiday, our office will be closed on Monday, September 3rd. We will re-open on Tuesday, September 4th at 8:30am. We would like to wish all of our clients, their families, our staff and the members of the estate planning community a very safe and relaxing Labor Day weekend!

Permalink

Comment

Subscribe via Email

Subscribe via RSS

The Next "Ultimate Level" 2-Day Attorney Training Announced

June 2013 Newsletter

The Real Deal with IRAs and Lawsuit Protection

60-Second Planner: Huber Bankruptcy Court Decision on DAPTs

Superstar Estates: Fleeting Fame, Enduring Security by Robert L. Moshman, Esq.

Steve Oshins' 4th Annual Domestic Asset Protection Trust State Rankings Chart Released

Recent Decision on Bankruptcy and Inherited IRA Case Confirms Benefit of Standalone IRA Trust

Robert Keebler on President Obama's 2014 Budget Proposal

Does Comprehensive Estate Planning Really Work?

PLR 201310002: DING Redux

Blog Links

Archived Posts

2013

June

The Next "Ultimate Level" 2-Day Attorney Training Announced
June 2013 Newsletter

May

The Real Deal with IRAs and Lawsuit Protection
60-Second Planner: Huber Bankruptcy Court Decision on DAPTs
Superstar Estates: Fleeting Fame, Enduring Security by Robert L. Moshman, Esq.

April

Steve Oshins' 4th Annual Domestic Asset Protection Trust State Rankings Chart Released
Recent Decision on Bankruptcy and Inherited IRA Case Confirms Benefit of Standalone IRA Trust
Robert Keebler on President Obama's 2014 Budget Proposal
Does Comprehensive Estate Planning Really Work?

March

PLR 201310002: DING Redux

February

The Ultimate Level: An Ultimate Success!

January

Please Welcome Our New Administrative Assistant, Tabatha Eggleston!
Cotton Candy Sky
Beautiful Sunset
Fiscal Cliff & Estate Planning by Martin M. Shenkman, J.D., CPA, MBA
Estate Planning & Asset Protection in 2013 & Beyond by Steven J. Oshins, Esq., AEP (Distinguished)

2012

December

Happy Holidays from The Ultimate Estate Planner!
Steve Oshins’ Tips for Getting Through the Pre-Fiscal Cliff Gifting Chaos

November

We're Moving!
Thanksgiving Holiday Hours and a Special Thanksgiving Story from Phil
New Tax - Unearned Income Medicare Contribution Tax (UIMCT)
Last Chance to Register for This Wednesday's Post-Election Teleconference
Book Bonuses Extended Through Friday, November 9th!

September

Three of the Leading Experts in Estate Planning Field Release New Book on 2012 Year-End Planning for Clients
New IRS Form 706 Implements 2 Major Changes in the Law
Roth IRA Conversion Recharacterization Permitted

August

Office Closed on Monday, September 3rd
Draft Form 706 Includes Option for Opting Out of Portability
Bob Keebler & Understanding the 3.8% Medicare Surtax - Steve Leimberg's Income Tax Planning Newsletter

July

Steve Oshins Named Among Top Lawyers in Nevada
Tom Cruise Opts for Fast End to Messy Divorce with Katie Holmes to Protect Brand and Future Earnings
Planning Strategies in Wake of the New 3.8% Medicare Surtax
California Forum for Independent Collaborative Advisors - July 23-24 in San Diego, CA
Healthcare Surtax Examples from Robert S. Keebler, CPA, MST, AEP (Distinguished)
New Books Added - Estate Planning for the Blended Family & The Ladder to Success: An Asset Protection Primer
Fourth of July Office Hours

June

How Will Health Care Ruling Impact Advisors?
Attorney Disbarred After Trying to Sell Annuities to Elderly Client
IRS Issues Long-Awaited Portability Guidance
Are Women Better Advisors?
Asset Protection Jurisdictions Compared: Fine-Tuning the DAPT with Steve Oshins
Managing Your Priorities and Offer for Personal Coaching Session
TrustAdvisor.com: Domestic Asset Protection Trusts—The Next State Trend?

May

Trust & Estates: Charitable Lead Trusts - Jackie O, Recent Final Regulations and an Interesting Letter Ruling
Forbes.com: How Mark Zuckerberg's Taxes Change Now That He's Married
TrustAdvisor.com: 5 Ways to Get More Referrals
Testamentary Planning & Administration for Blended Families
TAXES—The Tax Magazine®: The Mathematics of Harvesting Losses and Gains
Out of the Ashes: CPA Robert Keebler is Leading Keebler & Associates LLP to the Cutting Edge of Tax and Estate Planning
Steve Oshins & the Hybrid Domestic Asset Protection Trust
Estate Planning for the Blended Family: The Intersection of the Head and the Heart
Strengthening Your Brand with CPAs

April

LISI.com - Practice Pointers on the Core Concern of Blended Family Estate Planning: Joint or Separate Representation
Autism Awareness Month: Special Planning for the Future with Autistic Children
IRS’ 5 Tax Tips for Newlyweds, Divorcees
New Book Helps You Plan for and Protect Your Assets
8 Habits of Highly Productive People
A Vexing Retirement Planning Problem? Predicting Health Care Costs
Steve Oshins’ 3rd Annual DAPT Ranking Chart & Other Free Updated Charts Available to Download
Practical Planner - Checklist: Capacity (Volume 7, Issue 2)
Keebler & Ward on Taproot v. Commissioner: Roth IRA Not Eligible Shareholder of S Corporation
Baby Boom Good for Life Insurance
Practical Planner: 2012— ACT NOW! (Volume 7, Issue 2)
WSJ.com - Inherited IRAs: A Sweet Deal
5 Important Steps to Update Estate Plans
Trust & Estates: CrummeyService.com - Automating Administration of Crummey Trusts
Attract, Engage & Work with Families with Taxable Estates and Their Advisors
Robert Keebler: Planning for Concentrated Stock Positions, Plus Half Off Bob's Teleconference
TrustAdvisor.com: Does Hartford’s Annuities Exit Signal the End for Others?
How Do You Convince Clients to Actually Do GRATs (and Other Estate Tax Planning)?
Estate Planning for Clients with Beneficiaries Struggling with Substance Abuse
A Funny Thing Happened on the Way To… (Some of My Craziest Seminar Stories from Over the Years)

March

WSJ.com - Death Tax Defying: Estate Tax Repeal Gains Momentum in the States
Paul Hood on Wandry v. Commissioner: A Significant Taxpayer Win in another Defined Value Case
4 Estate and Tax Planning Steps to Take in an Uncertain Year
Steve Oshins on Weddell v. H20, Inc: Nevada Supreme Court Affirms Creditor Protection Benefits of Nevada LLCs
Polls: Current Financial Concerns Trump Planning for Retirement
The Drama of Whitney Houston’s Estate Continues to Unfold
Leimberg Information Services: 60-Second Planner on Fifth Circuit Affirms Chilton on Inherited IRAs
4 Tips for a Better Assistant (and More Efficient and Productive Advisor!)
The 3-Step Process for Closing New Prospects
How to Help Your Clients' Adult Children
Tax Expert Marty Shenkman: Two Tax Mistakes to Avoid With Clients in 2012
MainStreet.com: The Top 15 Richest Counties in America
The Paperless Law Firm - Using Technology for Lowering Overhead and Greater Efficiency
Senate Highway Bill S.2132 Brings Back Mandated 5-Year Rule for Payout of Inherited IRAs
22 Days of Tax Planning Advice: What I Do in My Practice, Pt. 1
2012 Tax Season Survival Guide: 22 Days of Tax Planning Advice

February

February 29th: Fun Facts About Leap Day
Adopt Your Girlfriend as Your Daughter Asset Protection Plan Shocks Planning Community
Leimberg Information Services: 60-Second Planner on President Obama's Estate & Income Tax Proposal
How to Thrive in the Under $5 Million Estate Market
Senate Bill Threatens Life of Stretch IRAs
IRS Extends Deadline to Make Portability Election
Whitney Houston Leaves Behind a Legacy of Music and Estate Riddled With Confusion
Forbes.com: Obama Declares War On Rich Folks And Wealth Advisors
Bloomberg: Senate Proposes Tougher Requirements for Inherited IRAs
U.S. Treasury Announces President Obama's 2013 Budget and Proposed Estate Tax Law Changes
The eBoot Camp's Valentine's Day Gifts to You
Financial Planning Magazine: Top Tax Strategies For 2012
Practical Planner: Checklist: More Heckerling Nuggets (Volume 7, Issue 1)
Betting On A Roth Conversion
Michelle Ward & PLR 201203033: Trust Qualified as Designated Beneficiary After Beneficiary Released Certain Powers
Practical Planner: Nuggets from Heckerling (Volume 7, Issue 1)
Forbes.com: The Roth IRA Back Door
Do You Have What Baby Boomer Investors Are Looking For?

January

Retirement Benefits in the Context of Estate Planning
Top 50 Independent Broker/Dealer Women Advisors in 2011
Interview on Dynasty Trusts with Guest Expert, Steven J. Oshins, Esq.
Top 10 Trends in Wealth Management
Full Report of The 46th Annual Philip E. Heckerling Institute on Estate Planning
Bob Keebler on Roth Conversions in 2012: Now's the Time to Convert
8 Ways Leaders Can Motivate Employees Beyond Money
Nevada Ranked as the #1 Jurisdiction for Domestic Asset Protection Trusts
Lawyers & Social Media - What You Need to Know
Sophisticated Trusts in English: DAPTs, BDITs, IDITs and More
NEWS RELEASE: WealthCounsel® and Trusts & Estates® Announce Findings from the Fifth Annual Industry Trends Survey
New Website Launched!
New Blog for The Ultimate Estate Planner, Inc.

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.