Leading tax and estate planning experts, Martin Shenkman, J.D., CPA, MBA, Jonathan Blattmachr, J.D. and Robert S. Keebler, CPA, MST, AEP (Distinguished) have come together for the very first time to co-author the single most authoritative practical guide to crucial, last-minute planning for 2012.
This unique book is written technical enough to assist professionals like you to understand the key planning choices and how to avoid the traps involved with each - - and written in plain-English enough for the sophisticated client who wants to better understand complex planning or needs some motivation to move ahead and do something!
This one book covers all of the following:
-
Irrevocable Life Insurance Trusts
-
Grantor Retained Annuity Trusts
-
Valuation Discounts
-
Defined value Clauses
-
Sales to Intentionally Defective Grantor Trusts
-
Qualified Personal Residence Trusts
-
Beneficiary Defective Inheritor's Trusts
-
Split Dollar Loans
-
Domestic Asset Protection Trusts
-
Last Minute Income Tax Planning
-
How to Overcome the Biggest Client Objections
-
Complexity
-
Cost
-
Law Uncertainty
-
Clawback
-
Fear of Giving Up Assets
-
Fear of Giving Up Income
-
And much, much more!
Click here to review the complete Table of Contents.
You can receive this this one-of-a-kind, extremely timely book immediately when you purchase it in downloadable PDF format, so you can use it now before the window of opportunity closes. Plus, since it’s in a PDF format, you can readily print out and give certain sections of the book to clients, as needed. The best part is that you can get all of this for just $39.95.
In addition, you will get 4 special bonuses for purchasing the book by this Friday, September 21st!
BONUS #1: Access to a special website where you can immediately customize, address and mail out the provided marketing postcard, so you can get clients and prospects to start calling you for appointments!*
BONUS #2: Access to one archived On-Demand Ultimate Estate Planner program of your choice on an advanced estate tax planning topic, so you can get your technical knowledge up to speed even more quickly!
BONUS #3: A 50% discount toward estate tax and asset protection expert, Steve Oshins’ “Advanced Estate Tax Planning Sales Tools” - - extremely helpful sales tools to help you get clients and prospects to engage you!
BONUS #4: A sample client marketing letter used by Phil Kavesh for his law firm clients to get them to move before it’s too late!
*Does not include discounted printing fee and postage.
For more information and to get your 4 special bonuses, order your book today!
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. If you are interested in a personal consultation for your office regarding how to make your office more efficient and how to improve the productivity of your attorneys, staff and advisors, contact us today at 1-866-754-6477 to find out how you can receive a free 30 minutes consultation. Connect with us on Facebook, Twitter or LinkedIn.