Want More Work Right Now from
High Net Worth Clients?
This is the Tool You’ve Been Looking For!
The remainder of 2012 may be the most important time in the history of estate planning, as significant, adverse tax changes are looming on the horizon for 2013. Are you and your clients prepared to seize the golden opportunity available, right now, while you still can?
What if three of the nation’s leading tax and estate planning experts came together to show and tell you exactly what you should be advising your clients and even how to say it so clients will take action?
And what if the three top experts also shared with you their practical planning checklists, sample legal document provisions and even marketing letters so you can drive prospects and clients to come and see you right away?
And, on top of all this, what if you received 4 incredible bonus items for ordering your book this week, making this “an offer you can’t refuse”?!
Announcing the New Book, Hot Off the Press…
“2012 Estate Planning Steps to Take Right 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!
This one book covers all of the following:
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Irrevocable Life Insurance Trusts
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Grantor Retained Annuity Trusts
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Valuation Discounts
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Defined value Clauses
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Sales to Intentionally Defective Grantor Trusts
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Qualified Personal Residence Trusts
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Beneficiary Defective Inheritor's Trusts
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Split Dollar Loans
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Domestic Asset Protection Trusts
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Last Minute Income Tax Planning
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How to Overcome the Biggest Client Objections
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Complexity
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Cost
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Law Uncertainty
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Clawback
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Fear of Giving Up Assets
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Fear of Giving Up Income
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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 3 special bonuses for purchasing this PDF version of the book:
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: A sample client marketing letter used by Phil Kavesh for his law firm clients to get them to move before it’s too late!
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!
*Does not include discounted printing fee and postage.
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient!
By Phone: Call us at 1-866-754-6477 |