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Free Resources

We are happy to present to you a number of free resources provided by The Ultimate Estate Planner, Inc. and its affiliated estate planning professionals.  If you have any questions or if your company is interested in becoming offering a free resource you've developed to other estate planning professionals throughout the country, contact us at 1-866-754-6477 or by e-mail.


WHITE PAPERS

Free White Paper for Estate Planning Attorneys

The Top 10 Biggest Mistakes Estate Planning Attorneys Make—Running Their Business!
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Over the past 30 years, estate planning attorney and Ultimate Estate Planner President, Philip Kavesh, has been blessed with a successful estate planning practice, as well as with the opportunity to help many other attorneys build or improve theirs.  Based on that real-world experience, he put together his free downloadable white paper with the top ten mistakes that he has seen estate planning attorneys make that keep them from enjoying more financial success and a better quality of life.

 

From the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview
By L. Paul Hood, Jr., J.D.
As an experienced estate planning attorney, Paul Hood, takes you through the initial estate planning interview with clients and prospects from the emotional and counseling perspective in this very thorough 29-page white paper.  He covers important issues that are often overlooked by estate planners, which is one of the very reasons why attorneys were once known as "Counselors at Law", building up relationships with the client and then counseling them on the legal aspects of their decisions and wishes.

 
 


REPORTS

33 Key Things to Know About Form 893933 Key Things to Know About Form 8939 Vince Lackner
By Vincent Lackner, J.D. of The Lackner Group, Inc.
The IRS Form 8939 (also known as "Allocation of Increase in Basis for Property Acquired From a Decedent") was created in 2010 to deal with the modified carryover basis rules that were supposed to replace the federal estate tax rules for the 2010 tax year. Instead of allowing the estate tax to be repealed, Congress has given the heirs of 2010 decedents the option of applying the estate tax rules or the modified carryover basis rules.  This 9-page report developed by attorney, Vince Lackner of The Lackner Group, Inc. goes over the key things you need to know about IRS Form 8939.  While timely, as the Form was due on or before January 17, 2012, there are several practitioners still dealing with key issues on this Form, so we thought having this report would be helpful for some.

 


CHARTS

      

1st Annual Trust Decanting State Rankings Chart
By Steven J. Oshins, J.D., AEP (Distinguished)
1st Annual Trust Decanting State Rankings Chart Steve OshinsNationally renowned asset protection and estate tax planning attorney, Steven J. Oshins, is at it again!  He's developed a special Trust Decanting State Rankings Chart to serve as a single page guide to various states’ differences among their decanting statutes.  The states are ranked based on the ease of use and amount of flexibility provided by their statutes, not based on the public policy issues that may exist based on one’s opinion that the statutes give the trustee too much flexibility. For more information about this subject, please see his newsletter article entitled, "Top 10 Reasons to Decant an Irrevocable Trust" and listen to his 60-minute presentation entitled, “Decanting an Irrevocable Trust: The Ultimate ‘Do-Over’”, co-presented with CPA, Robert S. Keebler.

 

 

 

4th Annual Domestic Asset Protection Trust State Rankings Chart
By Steven J. Oshins, J.D., AEP (Distinguished)
4th Annual Domestic Asset Protection Trust State Rankings Chart Steve OshinsNationally renowned asset protection and estate tax planning attorney, Steven J. Oshins, has put together this chart which analyzes the top 15 states for Domestic Asset Protection Trusts (or "DAPTs"), based on current asset protection laws.  Originally released in 2010, this chart is updated each year (around April) and was recently updated.  According to Mr. Oshins, the partial-year update in 2013 was that Alaska moved down from #3 to #5 since the prior version had an asterisk noting that it was assuming that Alaska’s attempted legislative change from a 4-year SOL to a 2-year SOL was going to pass.  It did not pass, so the chart was updated to reflect this.  This update is not intended to be a negative reflection on Alaska, which is still clearly a first-tier DAPT state and remains among the top five states.

 

 

2nd Annual Dynasty Trust Jurisdiction State Rankings Chart

By Steven J. Oshins, J.D., AEP (Distinguished)
1st Annual Dynasty Trust State Rankings Chart Steve OshinsNationally renowned asset protection and estate tax planning attorney, Steven J. Oshins, has put together this chart which analyzes the top ten states for Dynasty Trusts, based on current asset protection laws. Released in October 2013, this chart will be updated annually so make sure that you download the updated chart each year, once it is available.

 

 



Summary of Alternate Ways to Protect a Home by Bruce Givner, Esq.

By Bruce Givner, Esq.
Summary of Alternate Ways to Protect a House Chart Bruce GivnerIn this client-friendly chart, attorney Bruce Givner shows a comparison to help clients protect their home through various estate planning strategies available.  Anything from doing nothing to giving the home to the kids, selling the home to the kids, contributing to a Family Limited Partnership to utilizing more advanced-level estate planning techniques, such as Personal Residence Trusts (or "QPRTs"), Grantor Remainder Trusts (or "GRATs") and Private Retirement Trusts (or "PRTs").

 

 

Portability vs. "B" Funding Comparison Chart
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Portability Comparison ChartWith the passing of the American Taxpayer Act of 2012 ("ATRA"), portability has now been made "permanent", which means that you have to weigh the advantages and disadvantages of the decision for portability versus funding the "B" trust with your clients.  This chart, put together by estate planning attorney Philip J. Kavesh, compares the Portability and "B" Funding option for clients.  You might also be interested in his 8-page white paper entitled, "Post-ATRA: Comparing the Pros & Cons of  Portability vs. 'B' Funding".  

 

  


PODCASTS

      

AICPA Podcast: "President Obama's 2014 Budget Proposal"

By Robert S. Keebler, CPA, MST, AEP (Distinguished)
AICPA Podcast Robert KeeblerNationally renowned CPA and tax planning expert, Robert S. Keebler, recorded a podcast for the American Institute of Certified Public Accountants (AICPA) on April 12, 2013, following the release of President Barack Obama's proposed 2014 budget.  Mr. Keebler briefly covers in this audio recording the major components of the President's budget proposal and its potential impact on tax planning for clients and prospects and its impact to the estate planning profession.

 

 

 

LISI 60-Second Planner: "Key Elements of the President's 2014 Budget Proposal"

By Robert S. Keebler, CPA, MST, AEP (Distinguished)
LISI 60-Second Planner Podcast Robert KeeblerNationally renowned CPA and tax planning expert, Robert S. Keebler, recorded a brief podcast for Leimberg Information Services (LISI's) 60-Second Planner on April 15, 2013, following the release of President Barack Obama's proposed 2014 budget.  Mr. Keebler briefly covers in this audio recording the major components of the President's budget proposal and its potential impact on tax planning for clients and prospects and its impact to the estate planning profession.

 

 

 


BOOKS, ARTICLES & PUBLICATIONS

 

Books

Articles on the IRA Inheritance Trust®

Articles featuring Philip J. Kavesh

Articles on IRA Planning

Key Private Letter Rulings


PROGRAMS, TRAINING & MEMBER ORGANIZATIONS

Advanced Estate Tax & Asset Protection Planning Trainings
Even though the current estate tax exemption may be $5.25 million, it doesn't mean that advanced estate tax and asset protection strategies are dead.  There are still a number of high net worth clients in need of added protection and planning.  We've brought together some of the nation's leading experts to discuss some of these advanced-level strategies.

Practice-Building Programs
It's one thing to have all of the technical know-how in what you do.  That is what law school, continuing education programs and a variety of other resources are for.  However, most practitioners don't know what it takes to actually run their own practice. It is a business and, like any other business, needs to have the proper infrastructure, systems and procedures to make sure that the business has its basic foundation in place to be successful.  Here are some practice-building programs that may be helpful to you and your practice to learn just these things.

IRA & Retirement Benefit Training Programs
IRA and retirement benefit planning has become a huge part of the estate planning process for estate planners of all designations over the years.  With the various rules, regulations and types of retirement plans available, knowing and understanding the best options for clients can be difficult to figure out without the proper training and know-how.  Two of the nation's leading IRA experts have 2-day IRA training courses to help practitioners in this very specialized area of planning.

Member Organizations
There are several membership organizations for estate planning professionals of all types.  Each offer a variety of different benefits and depending on your particular needs, budget and type of practice, you may benefit greatly from joining any one of these organizations.  Below is a list of some of the more popular membership organizations.

The Heritage ProcessTM
The Heritage Institute (THI) founded and created The Heritage ProcessTM, which is intended to be a bridge between the "products" of traditional planning (like Wills and Living Trusts) and the hopes and dreams of parents and grandparents for their family to be unified, productive and healthy for many generations to come.  To achieve this goal, the family must learn to identify what matters most to them, how to work together, and how to equip succeeding generations to deal with the responsibilities and opportunities of both the financial and emotional inheritances that they will receive.  This is the kind of training and assistance that THI offers its communities of advisors.

Software Programs
As with most things, computer software has also evolved and grown with the ever-growing needs and strategies available in the estate planning industry.  Below are a number of software programs that can improve your practice—anything from document automation, planning calculations, and CRM software.


MAGAZINES & SUBSCRIPTIONS

Magazines
Here are number of the estate planning industry's leading magazines and publications worth subscribing to.

Newsletters
Here are number of the estate planning industry's leading newsletters worth subscribing to.

Blogs
Here are number of the estate planning industry's leading blogs and online journals worth checking out.


VENDORS & MARKETING COMPANIES

Marketing Companies
Here are some companies that provide a variety of services that can help you in your marketing efforts—from e-mail marketing, website design, binders, graphic designing and seminar direct mail marketing companies.

Other Practice-Building Tools & Vendors
Here are some companies that provide a number of practice-building services, including e-fax services, health document emergency cards and online storage, plus automated client appointment reminder and management systems.

      



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.



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