How Will Your Practice Survive
Today’s Difficult Challenges?

Between low-priced attorney competition, LegalZoom and other internet estate plans, and the imminent “permanent” death of the estate tax, the estate planning industry has definitely taken a shift over the last few years.

More and more practitioners are left wondering, “Is there any way for an estate planning attorney to now make a living?”

We are here to say, YES!  Yes, there is!

Nationally renowned estate planning attorney and Ultimate Estate Planner President, Philip Kavesh, has been working diligently for years, side-by-side some of the nation’s leading tax and estate planning experts, on an estate planning strategy that you won’t want to miss out on.  One that applies to virtually all your clients and prospective clients.  He has waited for a while to roll this out and there is no better time than now.

Please join us on one of our upcoming free informational calls (various dates and times below) where Phil will disclose to you this new and improved estate planning strategy that will provide you and your practice the following benefits:

  • Replace lost estate tax planning revenue, since 99.8% of Americans no longer need this service of yours!
  • Amend and restate virtually every single Living Trust plan that you have ever drafted (or that you may come across from another attorney!)
  • Give you a new, unique, premium product that will allow you to increase your fees (and therefore your bottom line!)

On the call, Phil will also show you how you can quickly (and easily) implement this strategy into your practice immediately.

This call is absolutely free, but you must register for one of the upcoming dates and times!

All of those who attend the call will also qualify for a special, limited-time price discount—so you don’t want to miss out!

  • Program Title: FREE CALL: The New Revenue Generator You Can Easily Add to Your Practice Right Away
  • Speaker:
  • Date: Thursday, October 26, 2017
  • Time: 9:00 am PT (12:00 pm ET)
  • Duration: 45 minutes
  • or
  • Date: Wednesday, November 8, 2017
  • Time: 11:00 am PT (2:00 pm ET)
  • Duration: 45 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

Reviews

  1. F. Keats Boyd, Esq.

    This strategy has tremendously helped my practice for several years now! It has been one of the best investments my firm has ever made, having made way than our investment! Thank you, Phil!

Leave a Review

If you have purchased this product and would like to leave a review for others, please comment below.