Archive for May 2024
It’s Time to Stop Using Health, Education, Maintenance and Support Trusts!
By Steven J. Oshins, Esq., AEP (Distinguished) Thanks to the generosity of Leimberg Information Services, we are pleased to provide you this recently published article on LISI. EXECUTIVE SUMMARY Nearly Everybody Nearly every estate planning attorney uses “health, education, maintenance and support” (“HEMS”) as a distribution standard in the trusts they draft. This language is probably…
Read MoreThe Top 20 Seminar Marketing Mistakes (Part 1 of 2)
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Over the years, seminar presentations sure have evolved, from overhead transparencies, to slide carousel projectors to laptops and LCD projectors. But despite these technological changes, the fundamental rules of successful seminar marketing have remained…
Read MoreTips to Maintaining a Positive Online Reputation
By Kristina Schneider, Practice Success Coach With the growing use of the internet, clients, prospective clients and professional referral sources will look you up online and learn about you before they decide to do business with you. So, you have to maintain a quality online presence, more than merely having a good website. You also…
Read More5 Reasons Your Email Marketing Campaigns Aren’t Working
By Foster Web Marketing Email marketing has been around for a while, but don’t underestimate its value. It is still a cost-effective and direct way to nurture your active estate planning clients, promote niche services, and bring in new business for your law firm. However, for all the benefits, a lot of law firms end up…
Read MoreShohei Ohtani and the Choice of Trustee
By Steven J. Oshins, Esq., AEP (Distinguished) Anybody who follows sports knows about Shohei Ohtani’s former best friend and interpreter (Ippei Mizuhara) stealing more than $16 million from Ohtani’s bank account to fund his gambling addiction. Ohtani is the modern-day Babe Ruth on the baseball field, but he clearly has bad taste in friends, at…
Read More64 Years of Combined Experience Running a Successful Estate Planning Practice
An Interview of Phil Kavesh’s Two Most Senior Employees Interview by Kristina Schneider, Practice Success Coach I had the most amazing experience to go on a trip with nationally renowned estate planning attorney and Ultimate Estate Planning Attorney, Phil Kavesh’s, Law Firm Office Manager (Arlyn V. or “AV”). We went out to Florida to visit…
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