The GREAT Debate:
The Client Maintenance Plan
vs.
The Free Service Package

Historically, estate planning has been a transactional type of business. Clients got their legal documents, signed them and only come back in occasionally.

Today, more estate planning attorneys are looking for ways to maintain on-going relationships with their clients (just like our CPA and financial advisor counterparts have done for years). And, with the higher estate tax exemption greatly reducing estate tax planning and post-death administration fees, attorneys are looking for another source of continuing revenue.

One solution is a Client Maintenance Plan, a frequent current topic of discussion among estate planning attorneys. However, the truth of the matter is, very few attorneys have yet successfully set up and implemented such a client prepaid system.

This is why we have searched high and low for and have enlisted the help of nationally renowned estate planning attorney, Jeffrey R. Matsen, who has had great success in establishing and sustaining a Client Maintenance Plan with his firm, to share his process and results with you.

Additionally, Ultimate Estate Planner President and nationally renowned estate planning attorney, Philip J. Kavesh, has agreed to share his firm’s lucrative alternative to The Client Maintenance Plan - - what he calls the “Free Service Package”.

Which is best for YOUR practice?

Find out by joining these two successful estate planning businessmen as they duke it out on a special 2-part teleconference program entitled, “The GREAT Debate: The Client Maintenance Plan vs. The Free Service Package”.

IN THIS CORNER…

THE CLIENT MAINTENANCE PLAN

estate-planning-client-maintenance-program

On the first of this two-part series, Jeff Matsen will go over all of the details of how to successfully set up and operate a profitable prepaid maintenance plan. During this 90-minute program, Jeff will cover in detail the following:

  • The reasons why every estate planning attorney should implement a Client Maintenance Plan into his or her own practice
  • What services and features should be included in a Client Maintenance Plan
  • All of the steps to starting and implementing a Client Maintenance Plan
  • What you should charge clients for this plan
  • And much, much more!

AND IN THIS CORNER…

THE FREE SERVICE PACKAGE

estate-planning-free-service-packageOn the second of this two-part series, Phil Kavesh will spend 90 minutes covering, in detail, his time-tested, successful alternative to the Client Maintenance Plan - - the “Free Service Package” - - including:

  • How you will actually make more money from existing clients using a Free Service Package, with less work and overhead than a Client Maintenance Plan!
  • Why, even if a Client Maintenance Plan may seem to work at first, the Free Service Package alternative is a far better option, in the long-run, for your practice and for your clients
  • What services and features make up the Free Service Package
  • All of the steps necessary to properly implement the Free Service Package
  • How the Free Service Package is a big competitive advantage when marketing for and securing new clients
  • And much, much more!

If you’re an estate planning attorney and you’re interested in better servicing your clients and generating more revenue, you don’t want to miss this informative and highly topical debate!

 

Jeffrey R. Matsen

J.D.
Jeffrey R. Matsen

As founder and managing partner of Matsen Voorhees Mintz LLP, Matsen is entirely dedicated to providing his clients with the quality, professionalism and integrity they deserve. “We never forget that we are here to help our clients and fulfill their legal needs,” says Matsen. “To accomplish this, we are responsive, accessible and follow through on all of our promises. In short: ‘we deliver’. I think this goes a long way towards explaining why so many of our clients have worked with us for years.”

Matsen and his dedicated staff of professionals set up and form corporations, limited liability companies and partnerships of all types, and provide ongoing business, tax and legal advice for these entities, including strategic planning and executive coaching services. They provide estate planning services including the preparation of Living Trusts, Wills and other related estate planning documents, probate administration, and the preparation of estate tax returns and necessary accompanying documentation.

Matsen is also well versed in the areas of international law and asset protection law. His knowledge of international law, and close ties with respected attorneys, financial advisers and certified public accountants across the globe, provides our clients with access to experienced and ethical professionals. In addition, Jeff assists real estate investors and developers with acquisitions, sales and projects.

Attorney Matsen’s knowledge, professionalism, responsiveness and integrity have vaulted him to the top of his field, culminating in his designation by Worth magazine as one of “America’s Top 100 Attorneys”, by Los Angeles Magazine as one of California’s “Super Lawyers”, and by OC Metro Magazine as one of “O.C.’s Top Lawyers.” The Nationally Renowned Attorney Rating Service, ‘AVVO’ has rated Mr. Matsen a perfect “10/10 Superb”, he has continued to achieve the highest “AV rating” and has been designated a “Preeminent Lawyer” by the only other prestigious attorney rating directory, Martindale Hubble. In addition, Matsen is a member of Orange County’s Center Club, the President’s Business Advisory Council and the Board of Counselors of the Orange County Symphony Orchestra and serves as Vice Chairman of the Rancho Del Mar District of the Boy Scouts of America.

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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