What Estate Planning Techniques
Should You Be Focused on Right Now?

There are so many options available.  Which are the hottest and most relevant to clients for 2015?

Should planners put more emphasis on asset protection planning?  Should planners focus on income tax savings?  What about drafting flexibility?  Are there opportunities to help clients modify their existing plans?  Are Dynasty Trusts still important?

Join us and nationally renowned estate planning and asset protection planning attorney, Steven J. Oshins, J.D., AEP (Distinguished) and nationally renowned CPA and tax planner, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, as they answer these and other critical planning questions for 2015 in a special and timely program entitled, “The Top Ten Estate Planning Ideas for 2015”.

Steve and Bob will cover the latest strategies in a manner that will benefit beginning, intermediate and advanced planners - - so that this program will be beneficial to all levels and types of professionals (including attorneys, CPAs, financial advisors, life insurance agents, and trust officers). The intent of the program is to give every attendee at least one new concept to help your practice.

“I’ve heard both Steve and Bob before and enjoy the fact that they not only know their stuff, but they communicate it in a way that is ‘edutainment’ - - both educational and entertaining!”

– Scott Y., Wells Fargo Advisors

During this special 90-minute presentation, you will:

  • Learn which estate planning techniques should remain popular in 2015
  • Discover new strategies that you may not be already using
  • Find ways to help your prospects and clients with existing irrevocable trusts
  • Have a review of many of the older, time-tested concepts that you might not have been using recently

And much, much more!

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals.

In the past 20 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series. He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article “Is That Your ‘Final’ Answer?” published in Tax Management Compensation Planning Journal. Bob frequently is quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA’s Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin – Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.

Steven J. Oshins

Esq., AEP (Distinguished)
Steven J. Oshins

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011.  He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016.

Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada including the 365-year Nevada dynasty trust law, the charging order laws for Nevada limited liability companies, limited partnerships and corporations and the Restricted LLC and Restricted LP laws allowing for larger valuation discounts than any other state allows.

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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