Upcoming Teleconferences

This page is a list of all of our upcoming live educational teleconferences. If you are looking for a teleconference that has already passed, you can browse through our past teleconferences that are available 24/7 in our On-Demand Library.

May 2013

Planning for Loved Ones with Disabilities Speaker: Kevin Urbatsch, J.D., California State Bar Certified Specialist in Estate Planning, Trust and Probate Law Date: Wednesday, May 22, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 90 minutes
Robert Keebler's Monthly Tax & Estate Planning Update Call Speaker: Robert S. Keebler, CPA, MST, AEP Date: Thursday, May 30, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes	Get a $50 discount with a 12-month subscription

June 2013

Roth Conversions in 2013 Speaker: Robert Keebler, CPA, MST, AEP Date: Thursday, June 6, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 90 minutes
The Joint Exempt Set-Up Trust Speaker: Alan Gassman, J.D., LL.M. (Taxation), FL State Bar Certified Specialist Date: Tuesday, June 11, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 90 minutes
The Grantor Retained Annuity Trust: Significant Estate Tax Savings with Nearly Zero Gift Tax Risk Speaker: Steven J. Oshins, Esq., AEP (Distinguished) Date: Wednesday, June 12, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes
Administering Special Needs Trusts Speaker: Kevin Urbatsch, J.D., California State Bar Certified Specialist in Estate Planning, Trust and Probate Law Date: Wednesday, June 19, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 90 minutes
Planning for Your Clients with Pets Speaker: Eden Rose Brown, J.D. Date: Wednesday, June 26, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 90 minutes
Robert Keebler's Monthly Tax & Estate Planning Update Call Speaker: Robert S. Keebler, CPA, MST, AEP Date: Thursday, June 27, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes	Get a $50 discount with a 12-month subscription

July 2013

Robert Keebler's Monthly Tax & Estate Planning Update Call Speaker: Robert S. Keebler, CPA, MST, AEP Date: Tuesday, July 30, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes	Get a $50 discount with a 12-month subscription

August 2013

Robert Keebler's Monthly Tax & Estate Planning Update Call Speaker: Robert S. Keebler, CPA, MST, AEP Date: Thursday, August 29, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes	Get a $50 discount with a 12-month subscription

September 2013

Robert Keebler's Monthly Tax & Estate Planning Update Call Speaker: Robert S. Keebler, CPA, MST, AEP Date: Thursday, September 26, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes	Get a $50 discount with a 12-month subscription

October 2013

Robert Keebler's Monthly Tax & Estate Planning Update Call Speaker: Robert S. Keebler, CPA, MST, AEP Date: Thursday, October 31, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes	Get a $50 discount with a 12-month subscription

November 2013

Robert Keebler's Monthly Tax & Estate Planning Update Call Speaker: Robert S. Keebler, CPA, MST, AEP Date: Thursday, November 21, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes	Get a $50 discount with a 12-month subscription

December 2013

Robert Keebler's Monthly Tax & Estate Planning Update Call Speaker: Robert S. Keebler, CPA, MST, AEP Date: Thursday, December 19, 2013 Time: 9am Pacific Time (12pm Eastern) Duration: 60 minutes	Get a $50 discount with a 12-month subscription

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.