“IRA Trusts have become the hottest thing in my practice.
I’ve sold hundreds of them! Thanks, Phil!”

— Albert Vacek, Estate Planning Attorney
Houston, Texas

With more low-priced Living Trust competition, fewer people motivated to do estate tax planning, and post-death administration work down, what can you offer prospects and clients to make up for lost revenues?

Maybe you’ve considered MediCaid or Elder Law planning. It’s certainly a much needed service, but requires lots of ramp up time and effort.

Wouldn’t it be nice to add a needed, valuable service that appeals to an even larger audience and which you can quickly and easily add to your Living Trust-centered practice?

The answer: A “Living Trust for Your Clients’ IRAs”TM - - the standalone IRA Beneficiary Trust. And now, thanks to the Supreme Court decision in Clark v. Rameker, IRA Beneficiary Trusts have an even better appeal.

Assuming you are up to speed on how to design
IRA Beneficiary Trusts, the issue then becomes…
How Do You Market and Sell Them?

Attorney Phil Kavesh, the inventor of “The IRA Inheritance Trust®”, whose law firm has probably sold more IRA beneficiary trusts than any other in the nation, can show you how.

Join us and our President for a special teleconference on Wednesday, July 26th, 2017 at 9am Pacific Time (12pm Eastern Time) entitled, “How to Market & Sell More IRA Beneficiary Trusts”.

On this 90-minute presentation you will learn:

  • Who is the best target market for this specialized type of planning
  • How to generate referrals from financial advisors, CPAs, and life insurance agents
  • The 3 things you should always say when in front of a prospect or client - - so you close more engagements!
  • How to handle the toughest objections that you’ll get to this type of planning, such as…
    • “I’ve been told that having a Living Trust as beneficiary is good enough.”
    • “Why should I care about stretchout with a Roth IRA - - the distributions are tax-free anyway.”
    • “I understand IRAs are creditor and bankruptcy protected, so I don’t even need an IRA trust.”
    • “I don’t have a large IRA, so why do I need this Trust?”
    • “I don’t want a lot more paperwork or additional tax returns, either while I am living or for my beneficiaries after I die.”
    • “My financial advisor (or IRA Custodian) says they won’t accept a Trust as beneficiary.”
    • “I’ve been told to just use a Restricted Beneficiary Payout Annuity or Trusteed IRA because they’re easier and cheaper.”
    • “If this IRA Beneficiary Trust is so good, why haven’t my advisors heard or told me about it?”
  • And much, much more!
  • Program Title: How to Market and Sell More IRA Beneficiary Trusts
  • Speaker:
  • Date: Wednesday, July 26, 2017
  • Time: 9:00 am PT (12:00 pm ET)
  • Duration: 90 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.

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We also have a special 3-part  series entitled, “What You Need to Know About IRA Beneficiary Trusts”. This series will give everything you need to know about how to add IRA Beneficiary Trust planning to your practice.  Plus, you will receive “The Standalone IRA Beneficiary Trust: An Introductory Overview” as a FREE bonus program (a $169 value!) when you sign up for the series!

The series includes the following programs:

For more information about the series and to take advantage of a special bundle price for registering for all 3 programs and receive your FREE Bonus Program, click here.

**If purchased after teleconference date,  you will automatically receive the downloadable PDF Handout Materials and MP3 Audio Recording for that program.