From July 3rd through 7th, 2024, we will be holding one of our biggest promotions for the year!  Save 40% on your product order, which means you can get some significant deals, including the following:

• 40% OFF coaching with our Practice Success Coach

• 40% OFF on ALL PRODUCTS (Instant Downloads,
  E-Books, White Papers & More!)

• 40% OFF Legal Document Forms (Successor Trustee Manual, Personal Asset Trust, and More!)

• 40% OFF Seminar Marketing Packages

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Coaching is a fantastic way to get direct guidance in your practice about some of your biggest challenges.  Whether you want to increase efficiency, reduce interruptions, need help with staffing and getting the right people on your team, or want to generate more consistent revenue - - whatever your challenge may be, we are here to help you!  Save 40% on our coaching sessions.  Purchase one or several coaching sessions with our Practice Success Coach, Kristina Schneider, who brings over 20 years of experience working with attorney, Philip Kavesh, and his 42+ years of running a successful state planning practice.

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All Instant Downloads (formerly On-Demand Programs) – All of our educational programs are now instantly downloadable when you place your order.  Covering a wide variety of topics, including legal/technical, as well as practice-building, marketing and more!  Save 40% on some of our most popular programs:

• BRAND NEW - Supreme Court Holding in Connelly Requires that Redemption Agreements Be Reconsidered
• POPULAR PROGRAM - Planning Now for the 2026 Cliff
• Managing Capital Gains Tax in 2024 and Beyond
• How to Set Your Estate Planning Fees
• President Biden’s 2025 Green Book Income Tax Revenue Proposals
• “Bulletproof” Your Practice: Best Practices to Survive Hard Times
• Is Your Buy-Sell Agreement Up to Snuff? - - Things to Remember in Buy-Sell Agreements
• How to Effectively Manage Your E-mails (Best Practices for Professionals and Staff)
• The Spousal Lifetime Access Trust: Avoiding the Reciprocal Trust Doctrine
• Generating Business from the Internet: Best Practices for Estate Planning Professionals
• Use of Work in Process Reports to Increase Efficiency and Revenue, and Reduce Stress
• The 9 Steps to Successfully Finding and Hiring Associate Attorneys

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We have a few Legal Document Form Packages to help enhance every estate planning attorney's practice and the quality of the estate planning documents they provide.  These forms are simple and easy to implement in your practice and will help you set yourself apart from the rest!  This is your opportunity to SAVE 40% on the one-time licensing fee for these products.

• BEST VALUE! - Phil Kavesh's unique Personal Asset Trust ("PAT") so that you can re-write every single Living Trust you've ever drafted by providing better asset protection and flexibility for your clients' beneficiaries (with the beneficiary receiving grantor trust treatment for tax purposes!)
  • WealthCounsel Member?  Here's a special upgraded option for WealthDocx®
• The IRS-approved standalone IRA Inheritance Trust^® (still a viable strategy following SECURE Act 2.0)
• MOST POPULAR - The Successor Trustee Manual
• Alan Gassman's Joint Exempt Step-Up Trust ("JEST")

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We have numerous Practice-Building Products to help not only estate planning attorneys, but other estate planners and business owners as well.  Managing a practice is not something that you probably learned while going to law school or getting your certifications, but it's a necessary part of having a successful practice.  SAVE 40% on some of our most popular practice-building products.

• POPULAR ITEM - The Ultimate Practice-Building Library – Over 40 hours of in-depth, step-by-step training that you can’t get anywhere else!
  • Don't want the whole Library?  Just get the ones you want!   VIEW MORE
• Properly Merge, Acquire & Sell a Practice Package
• Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package
• The A to Z Guide to Seminar Marketing for Estate Planners
• The Ultimate Employee Handbook - A complete book that every single business owner with employees should have (and many who don't!), including rules and policies for taking time off from work, dress code, and more!

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Marketing is an essential part of any business, but marketing is not something that comes naturally to most estate planning attorneys.  Seminars have always been one of the best marketing tools available to estate planning attorneys and more and more attorneys are adding this strategy to their overall client service process for vetting out leads.  This is a fantastic opportunity for you to license one of our tested and proven seminar marketing packages at a significantly reduced fee (SAVE 40%!).

• BEST OFFER—The Ultimate Estate Planning Seminar Marketing Starter Kit
• Living Trust Seminar Marketing Package
• Estate Planning for Physicians Seminar Marketing Package
• Successor Trustee Seminar Marketing Package
• Estate Planning for Rental Real Estate Owners Seminar Marketing Package
• Estate Planning 101 Continuing Education Seminar Marketing Package

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Save 40% on all of our publications, including guides, charts, e-books, and other client forms.  Here are just a few that you may be interested in!

• The Ultimate IRA Guide (Updated for 2024) - Updated for 2024, you'll have all of the tools at your fingertips with this guide filled with all of the references and charts you'll need to properly guide your clients!
• Robert Keebler’s Tax Planning Charts - Traditional IRA and Roth IRA Planning Charts, plus two brand new charts added, and much more!
• Books & e-Books – Including Robert Keebler's Mathematics of the SECURE Act and Top 40 Tax Planning Opportunities
• "The 9 Phases of an Estate Administration" Client Flyer
• The Ultimate Client Meeting Forms Bundle Package - including forms for estate planning, estate administration, trust flow charts and more!

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Save 40% on all of our White Papers.  White Papers are short PDF reports on specific subjects.  From legal and technical topics to seminar and marketing topics, you can find an array of easy-to-read immediately downloadable reports at your fingertips.

Here are a few of our more popular White Papers of 2024:

• “Trusts Named as IRA Beneficiaries” White Paper
• “Spousal Limited Access Trusts (SLAT)” White Paper
• “Trust Decanting” White Paper
• “How to Handle the Questions & Answers Session at the End of a Living Trust Seminar” White Paper
• How to Write a Proper Business Letter

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