Will You and Your Clients
Take Advantage of this
Window of Opportunity
Before It Closes?
2011 brought a significant amount of new planning opportunities for the estate planner and asset protection planner. With the $5 million gift and estate tax exemption in place, there was a rush to do planning, but many advisors and their clients have failed to act - - before the exemption may drop to $1 million!
Last January, nationally renowned estate planning and asset protection planning attorney, Steve Oshins, held one of our most popular teleconferences on planning opportunities for 2011. We now have Steve Oshins back for his thoughts on how 2012 planning will be different than 2011 planning in some respects and the same in other respects. Steve will focus on how recent and possible developments in the tax and asset protection laws should influence the choice of techniques we use in 2012.
Join us and Steve Oshins, Esq. for an insightful, up-to-the-minute analysis of the techniques that he feels should be used in 2012.
During this teleconference, you will...
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How to best take advantage of the closing $5.12 million gift exemption “window”?
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Which planning techniques should you market in 2012, given current AFRs and other factors?
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What are some of the key developments in estate and asset protection planning that you need to know?
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What new opportunities - - that you weren’t developing in 2011 - - may be worthwhile pursuing in 2012?
PROGRAM DETAILS:
Title: Advanced Estate Tax & Asset Protection Planning in 2012
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Steven J. Oshins, Esq., AEP (Distinguished)
Purchase Includes: Handout Materials & Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steven J. Oshins, Esq. are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steven J. Oshins, Esq. |