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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.
June 2013
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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
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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
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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
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Get a $50 discount with a 12-month subscription |
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July 2013
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When Good Beneficiaries Go Bad or Missing - - How to Identify, Avoid, and Fix Common IRA and QRP Beneficiary Designation Problems
Speakers: Robert S. Keebler, CPA, MST, AEP and Kristen Lynch, AEP, CISP, CTFA
Date: Thursday, July 11, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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The New "OBIT" (Optimal Basis Increase Trust)
Speaker: Edwin Morrow, J.D., LL.M., MBA, CFP®, RFC®
Date: Wednesday, July 17, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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The Top 10 Income Tax Planning Ideas for 2013
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, July 18, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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The Hybrid Domestic Asset Protection Trust: A Third-Party Trust that Can Turn into a Self-Settled Trust
Speaker: Steve Oshins, Esq., AEP (Distinguished)
Date: Tuesday, July 23, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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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
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Get a $50 discount with a 12-month subscription |
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August 2013
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Using Charitable Remainder Trusts to Avoid Capital Gains Tax
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, August 8, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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Taxation of MLPs, REITs, etc.
Speaker: Robert S. Keebler, CPA, MST, AEP
Date: Thursday, August 15, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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The Joint Exempt Step-Up Trust: Wealth Protection and Income Tax Benefits for Non-Community Property State Clients
Speakers: Alan Gassman, J.D., LL.M. (Taxation), FL State Bar Certified Specialist and Christopher Denicolo, J.D., LL.M. (Estate Planning)
Date: Wednesday, August 21, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 60 minutes
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How to Successfully Purchase, Merge, and Sell a Practice
Speaker: Philip Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Date: Wednesday, August 28, 2013
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes
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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
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Get a $50 discount with a 12-month subscription |
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September 2013
October 2013
November 2013
December 2013
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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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