Wouldn’t it be great if you could…

Get an Expert’s Guidance on
Successfully Building and Running
Your Estate Planning Practice,
Each and Every Month,
At a Very Affordable Price?

Before I go into how we might be able to help you and your practice, I thought it might be helpful to start off by telling you a quick story. This story may sound a little familiar to you.

An attorney working in a law firm, preparing estate plans for clients here and there, decided to take a leap of faith and form his own estate planning practice. Before long, this attorney found out that running his own practice was really just another glorified job - - or worse! Despite all of the technical knowledge he had developed in the area of estate planning, he was now no longer guaranteed a paycheck. He was now responsible for bringing in new clients, hiring, training and supervising employees, and, of course, was responsible for putting money back into the company if it was ever short!

After a few years of banging his head against the wall, this attorney’s practice did become successful, but it came at a price. He spent years working long and hard hours. He worked so hard that the stress it caused proved to be too great. He suffered through a difficult divorce, and even stood by and watched as one of his associate attorneys, along with a financial planner affiliated with his firm and a few of his employees (all of whom he put so much time and effort into training) left and opened up a competing law firm, literally right next door! And then, if all of this wasn’t enough, the Great Recession of 2008 hit harder than a ton of bricks. Business was way down. Profit was down and office morale was sinking fast. He didn’t even enjoy practicing law anymore and seriously considered closing up shop.

But, he wasn’t someone that just gave up and threw in the towel. He had put a great deal of time and effort into his practice - - almost 30 years at that point - - so to just throw it all away would be such a shame. He realized that he had to look at his practice in a different way. He realized that beyond being a lawyer, he was a business owner. He had spent so much of his time building up his technical skills and letters behind his name that he never really took the time to build up his law practice as a business - - frankly, he hadn’t been taught how in law school or in continuing education courses.

Remarkably, in just a few years, this attorney was able to dramatically turn around his law practice and, ultimately, his entire life. This happened after taking a close look at the infrastructure of his practice and putting in the time to set up the proper systems, procedures, processes and forms needed to run a successful business day in and day out. He restructured his law practice, piece by piece, to run like a machine - - one that now functions beautifully and perpetually - - allowing him to do the tasks that he loves most, giving him the flexibility to cut his hours and take time off whenever he pleases, and permitting him to enjoy the financial freedom that comes from getting a generous steady paycheck and not having to put money back in anymore. Most importantly, he has created a nearly passive revenue pathway towards his retirement, during which he will continue to be rewarded from the fruits of his labor for the rest of his life.

Perhaps you can relate to some, part or even all of this story. This is the story of attorney Philip Kavesh, our President here at The Ultimate Estate Planner, who has now dedicated much of his time and effort to helping other estate planning attorneys, like you.

Regardless of what stage you are in building your practice, wouldn’t it be great to have an expert like Phil help you avoid costly trial and error, enhance your bottom line and, most importantly, improve the quality of your life?

For the first time ever, we are pleased to present to you…

Phil Kavesh’s Practice-Building Series

This product has been upgrade to the The Ultimate Practice-Building Library

MORE INFO

 

  • Program Title: Phil Kavesh’s Monthly Practice-Building Teleconference Series
  • Speaker:
  • 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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