Below are a number of books and educational CDs and DVDs that may be helpful to you and your estate planning practice.
Some books are available through The Ultimate Estate Planner, Inc. Others have information on how to order from an outside vendor (such as Amazon.com or directly with the author). If you have any questions or would like to make your book, CD or DVD available for purchase through our website, contact us at 1-866-754-6477. Thank you!
(NOTE: We are in the process of putting together an online directory of all of our products, with prices, details, demonstrations, samples and the ability to order online. If you are interested in a particular product that does not have these details available yet, please call us at 1-866-754-6477. Thank you!)
BOOKS
NEW BOOK: 2012 Estate Planning Tax Planning Steps to Take NOW!
 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!
For more information and to order...
OTHER BOOKS FOR SALE:
The BIG IRA Book
Authors: Robert S. Keebler, CPA, MST, AEP, Cecil D. Smith, Esq. and Carol H. Gonella, Esq.
 This book will enhance your practice and increase your understanding of IRA planning. It is unlike any other book in the nation about the difficult issues of beneficiary designation of retirement plans. With ease, you will be better prepared to discuss the complicated options with your clients so the make informed decisions as to who should be the beneficiary of their IRA or Qualified plan. The oversized book has taken this convoluted area of the law and made it understandable and logical. |
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Life & Death Planning for Retirement Benefits (7th Edition, 2011)
Author: Natalie B. Choate, Esq.
 Natalie Choate’s classic book Life and Death Planning for Retirement Benefits, now in its seventh edition (2011), has been an indispensable reference for estate planners since 1996.
What’s New in the 7th Edition?
New or expanded coverage of these subjects:
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Everything Roth: Roth conversions, 8 ways to contribute to a Roth IRA, Roth distributions, Roth rollovers, Roth abuses, and how the early-distributions penalty affects Roth plans. See Chapter 5.
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Rollovers and plan-to-plan transfers: What’s the difference, what are the requirements for (and effects of) each, and which should you use when. See ¶ 2.6 (pp. 179–197).
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After-tax money in plans and IRAs: How it gets in to a plan or IRA and how to get it OUT of the plan or IRA tax-free via a distribution or Roth conversion. See pp. 138–159.
Post-death planning and compliance: Chapter 4 now includes NEW material on the executor’s role (¶ 4.1), titling the inherited IRA (¶ 4.2.01), post-death rollovers and transfers (¶ 4.2), federal estate tax treatment of retirement benefits (¶ 4.3), double deaths (¶ 4.4.12), and cleanup strategies (¶ 4.5).
What’s still here (brought up to date):
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Minimum distribution rules in depth; summaries followed by detailed discussion (with authorities cited) and examples; everything from the basics to the tough questions and the still-unknown.
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Trusts as beneficiaries of retirement benefits in depth, including trust accounting for retirement benefits, the “minimum distribution trust rules,” fiduciary income tax treatment of retirement benefits, and discussion (with examples) of planning options to benefit the surviving spouse, minors, and a disabled beneficiary. Chapter 6.
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And more: Income tax treatment of distributions including LSD and NUA (Chapter 2), spousal rights, special spousal rules, and marital deduction issues (Chapter 3), qualified disclaimers (¶ 4.4), income in respect of a decedent (¶ 4.6), charitable giving with retirement benefits (Chapter 7), investors’ issues (fees, losses, “self-directed” IRAs, prohibited transactions, UBTI) and types of plans (Chapter 8), 10% penalty on pre-age-59½ distributions (Chapter 9).
…And now it’s easier than ever to find what you need:
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Road Maps get you right where you need to go to compute a client’s lifetime MRDs (p. 45), compute post-death MRDs to beneficiaries (p. 60), advise a surviving spouse (pp. 89, 204), executor (p. 243), or nonspouse beneficiary (p. 314), do estate planning for a married participant (pp. 87, 203, 224), and guide retirees on their distribution choices (p. 198).
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Checklists assist in drafting a beneficiary designation form (p. 574) or trust to be named as beneficiary of a retirement plan (p. 394), and in using disclaimers (pp. 277, 296).
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A See-through Trust Tester Quiz (p. 477) enables you to determine whether a particular trust qualifies as a “see-through trust” under the IRS’s minimum distribution trust rules.
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Estate Planning for the Blended Family
Authors: L. Paul Hood, Jr. & Emily Bouchard
 Every family is different, and blended families—defined as those with children from previous marriages or couplings included—can be even more difficult to plan for. When dealing with complicated family situations, cookie-cutter estate plans just don’t work! Estate Planning for the Blended Family outlines estate planning specifically for blended families, addressing the special concerns and issues that may arise from the process in this very special set of circumstances. Comes with a CD-ROM with checklist and other resources.
You may also be interested in our 3-Part On-Demand Program with Paul Hood and Emily Bouchard on the important issues of this popular topic.
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The Ladder of Success: An Asset Protection Primer
Authors: Jeffrey R. Matsen, Jeri Larsen, Nicole Mangrum & Tanya Flores
 The Ladder of Success is focused specifically on Asset Protection Planning and is designed to help you preserve and protect your assets during your lifetime then transfer them in the most tax-saving and efficacious manner to the next generation. The purpose of this book is to provide you with a straightforward and elementary understanding of Asset Protection and how it can be effectively implemented by taking various steps-like rungs on a ladder. This is a multi-tiered plan and works together as a whole to bring an individual to a higher level of protection. Some of the steps of the ladder may not be relevant but they are worthy of consideration and review. By reading this book, you are initiating the process of protecting the assets you have worked so hard to build and preserve. The goal is to give you enough basic information to take the next important steps to implement your Asset Protection plan, and truly climb the ladder of success.
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AUDIO CDs
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CD Description |
Ordering Information |
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Technical Issues When Drafting IRA Beneficiary Trusts
with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Description: Whether you're drafting our IRA Inheritance Trust® Legal Document Form or another form of Standalone IRA Beneficiary Trusts, you have to know all of the technical issues involved when drafting such complex trust strategies for your clients. What better way than to learn from the man who created this unique IRA Trust strategy?
Duration: Approx. 55 minutes
Related Products: The IRA Inheritance Trust® Legal Document Form & Training Package
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$29.99
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How to Sell More Dynasty Trusts
with Steven J. Oshins, Esq., AEP (Distinguished)
Description: It can be difficult to sell such complex planning such as Dynasty Trusts to clients. Whether you're an attorney, financial advisor, CPA or life insurance agent, it's helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you. This CD contains the recording of an interview with one of the nation's leading estate planning and asset protection attorneys. He role plays how he explains Dynasty Trusts to the client, while also handling some of their toughest objections.
Duration: Approx. 18 minutes
Related Products: Steve Oshins' Advanced Estate Tax Planning Super Sales Packages
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$29.99
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How to Sell More Domestic Asset Protection Trusts
with Steven J. Oshins, Esq., AEP (Distinguished)
Description: It can be difficult to sell such complex planning such as DAPTs to clients. Whether you're an attorney, financial advisor, CPA or life insurance agent, it's helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you. This CD contains the recording of an interview with one of the nation's leading estate planning and asset protection attorneys. He role plays how he explains DAPTs to the client, while also handling some of their toughest objections.
Duration: Approx. 19 minutes
Related Products: Steve Oshins' Advanced Estate Tax Planning Super Sales Packages
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$29.99
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How to Sell More DAPTs
with Steven J. Oshins, Esq., AEP (Distinguished)
Description: It can be difficult to sell such complex planning such as Completed Gift Domestic Asset Protection Trusts to clients. Whether you're an attorney, financial advisor, CPA or life insurance agent, it's helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you. This CD contains the recording of an interview with one of the nation's leading estate planning and asset protection attorneys. He role plays how he explains Completed Gift DAPTs to the client, while also handling some of their toughest objections.
Duration: Approx. 37 minutes
Related Products: Steve Oshins' Advanced Estate Tax Planning Super Sales Packages
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$29.99
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How to Sell More Installment Sale to an Income Tax Defective Dynasty Trust
with Steven J. Oshins, Esq., AEP (Distinguished)
Description: It can be difficult to sell such complex planning such as Installment Sales to clients. Whether you're an attorney, financial advisor, CPA or life insurance agent, it's helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you. This CD contains the recording of an interview with one of the nation's leading estate planning and asset protection attorneys. He role plays how he explains Installment Sales to Income Tax Defective Dynasty Trusts to the client, while also handling some of their toughest objections.
Duration: Approx. 31 minutes
Related Products: Steve Oshins' Advanced Estate Tax Planning Super Sales Packages
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$29.99
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How to Sell More GRATs
with Steven J. Oshins, Esq., AEP (Distinguished)
Description: It can be difficult to sell such complex planning such as Grantor Retained Annuity Trusts to clients. Whether you're an attorney, financial advisor, CPA or life insurance agent, it's helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you. This CD contains the recording of an interview with one of the nation's leading estate planning and asset protection attorneys. He role plays how he explains GRATs to the client, while also handling some of their toughest objections.
Duration: Approx. 31 minutes
Related Products: Steve Oshins' Advanced Estate Tax Planning Super Sales Packages
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$29.99
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How to Sell More LLCs
with Steven J. Oshins, Esq., AEP (Distinguished)
Description: It can be difficult to sell such complex planning such as Limited Liability Companies to clients. Whether you're an attorney, financial advisor, CPA or life insurance agent, it's helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you. This CD contains the recording of an interview with one of the nation's leading estate planning and asset protection attorneys. He role plays how he explains LLCs to the client, while also handling some of their toughest objections.
Duration: Approx. 38 minutes
Related Products: Steve Oshins' Advanced Estate Tax Planning Super Sales Packages
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$29.99
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The Personal Asset TrustSM Technical Training
with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Description: If you're drafting Personal Asset Trusts or trust concepts comparable to the Personal Asset Trust, it is important that you understand all of the technical issues when drafting these documents for your clients.
Duration: Approx. 1 hour, 49 minutes (2 discs)
Related Products: The PAT Amendment Package; The PAT Beneficiary Manual; The Living Trust Legal Document Form Package
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$49.99
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All Audio CDs will be charged a $10 S&H fee. An 8.75% CA Sales Tax applies to all purchasers located in California.
DVDs & VIDEO
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DVD Description |
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The Top 22 Overlooked Uses of Life Insurance
with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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$49.99
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The Living Trust Seminar
with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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$49.99
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The IRA Inheritance Trust® Seminar
with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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$49.99
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The Personal Residence Trust Seminar
with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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$49.99
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The Generic Personal Asset TrustSM Seminar
with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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One(1) DVD
$99.99
25 DVDs
with Customized Label
$249
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The Generic IRA Inheritance Trust® Seminar
with Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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One(1) DVD
$99.99
25 DVDs
with Customized Label
$249
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The Robert Keebler's Learn It Now 2-Day Training Course
with Robert S. Keebler, CPA, MST, AEP (Distinguished) |
Online Streaming w/Downloadable Handouts
$399
DVD w/Printed Handouts
$499
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All DVD Videos will be charged a $10 S&H fee. An 8.75% CA Sales Tax applies to all purchasers located in California.
SUBSCRIPTIONS
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The Leimberg Newsletter
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Ed Slott's IRA Advisor Newsletter
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