To all of our clients, prospective clients, affiliates, and fellow estate planning colleagues, we just wanted to wish you Happy Holidays! We truly hope that you will take some time off and enjoy it with family and friends in the coming weeks. Our office will be open, but we will have limited hours due to the holidays, as noted below. Wednesday, December 24th – Open from 8:30am to 12pm Pacific Time Thursday, December 25th – CLOSED (Christmas Day) Friday, December 26th – CLOSED Monday, December 29th – Open from 8:30am to 12pm Pacific Time Tuesday, December 30th – Open from…
Last Opportunity to Join Phil Kavesh’s Monthly Practice-Building Series
Whether you are just starting out or you have 20+ years of experience running your own estate planning practice, you have most likely found out pretty quickly that all of the things you learned in law school, school textbooks, and through continuing education courses simply do NOT properly prepare you for what is involved in running your own practice. These things will most certainly help you become a technically sound practitioner, well-versed in the law, and perhaps a brilliant estate planning lawyer. But, it simply does not but it doesn’t train and teach you about the day-in and day-out experiences…
FLASH FRIDAY PROMOTION — DECEMBER 5TH ONLY!
TODAY ONLY: Get 50% Off All On-Demand Educational Programs As estate planning professionals, we know that you are busy. Chances are, you might have missed out on a few programs over the course of the year. No problem. We want to offer you a very special opportunity to get a 50% discount on your purchase of any of our On-Demand Educational Programs that you may have missed. Yes, we said 50% (5-0!). The only catch is that you have to take advantage of this offer TODAY, Friday, December 5th before it’s too late! All of our On-Demand programs come with…
Final Hours of the Cyber Monday Sale
SORRY, YOU MISSED IT! CYBER MONDAY IS OVER! Sorry that you missed out on some major savings. We are happy to let you know that you can still save 15% by utilizing the coupon code LATECYBERMONDAY, which is good through this Friday, December 2nd. Some of the products that you might be interested in: Upcoming Teleconferences – Save on your registration to any upcoming educational programs* Take an additional 25% off all On-Demand Programs (50% SAVINGS!) – All of our educational programs that have already been held become a part of our On-Demand Library. This is a great way for…
Our Best Articles on Asset Protection & Advanced Estate Planning
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Best Articles . These articles are written by a variety of financial and estate planning professionals, as noted below. Top Ten Asset Protection Mistakes Attorneys Make by Steven J. Oshins, J.D., AEP (Distinguished) Another Private Letter Ruling Approves NING Trust by William D. Lipkind, J.D., LL.M. (Taxation) & Steven J. Oshins, J.D., AEP (Distinguished) Top Five Reasons to Situs Your Irrevocable Trust in a Different Jurisdiction by Steven J. Oshins, J.D., AEL (Distinguished) New Tax Haven: Puerto…
Our Top 10 Best Articles on Financial & Life Insurance Planning
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Financial & Life Insurance Planning. These articles are written by a variety of financial and estate planning professionals, as noted below. Some Magical Aspects of Life Insurance by Jonathan G. Blattmachr & Matthew D. Blattmachr Insurance as the Key Ingredient of the “New” Estate Planning Summary of a Live Presentation by Martin M. Shenkman, J.D., CPA/PFS, MBA, AEP (Distinguished) Life Insurance from the Estate Planning Attorney’s Viewpoint by Steven J. Oshins, J.D., AEP…
Our Best Articles on Marketing
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Best Articles on Marketing. These articles are written by a variety of financial and estate planning professionals, as noted below. Successful Seminar Marketing 101: Tips for Getting Started by Philip J. Kavesh The Top 10 Marketing Must-Do’s for Estate Planners by Jennifer Goddard, CEO & James Campbell, Vice President, Integrity Marketing Solutions The Top 20 Seminar Marketing Mistakes – Part 1 and Part 2 by Philip J. Kavesh 7 Tips for Making More Appointments – – Right…
Our Top 10 Best Articles on Support Staff & Executive Assistant Tips
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Support Staff and Executive Assistants. All of these articles were authored and written by Kristina Schneider and Megan DeLaGarza, Executive Assistants to Philip Kavesh. Five Simple Tips for Being a More Organized Assistant 6 Ways to Better Manage Your Interruptions How “Electronically” Organized Are You? Effectively Managing Your Boss’ Busy Calendar 7 Tips for Taking Better Notes & Being More Efficient! 6 Tips for Handling Difficult Clients 8 Steps to Hiring a Great…
Our Top 10 Best Articles on Practice-Building
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Practice-Building. All of these articles were authored and written by Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law. 8 Year-End Practice Building Tips to Implement RIGHT NOW Conduct a Successful “Kick-Off” Meeting with Your Firm Staff Reviews & Setting Goals at the Beginning of the New Year Fight Back Against “Commoditization” and Low-Priced Competition Blow Up Your Annual Maintenance Fee Program!…
Our Top 10 Best Articles on Tax & IRA Planning
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Tax and IRA Planning. All of these articles were authored and written by Robert S. Keebler, CPA, PFS, MST, AEP (Distinguished), CGMA. Beneficiary Designation Problems with IRAs: More Than Just the RMD Rules! (with Kristen M. Lynch, J.D., AEP, CISP, CTFA) PLR Opens Door to Post-Death Exchanges of Non-Qualified Annuities Tax-Free! (with Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL) Frank Aragona Trust: What Now Constitutes Trustee “Material Participation”? Understanding…