Lawyers & Social Media – What You Need to Know

By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law I just finished the last educational program needed to meet my continuing legal education requirements for my California State Bar license. I took an on-demand course that I thought was not only timely and relevant, given that I have recently done quite a bit of work with my law firm (and with The Ultimate Estate Planner, Inc.), with respect to this topic, but also a topic that many attorneys should be looking into as well. The course I took…

Sophisticated Trusts in English: DAPTs, BDITs, IDITs and More

By Martin M. Shenkman, CPA, PFS, AEP, MBA, JD Planning with sophisticated trusts has burgeoned as taxpayers become fearful of the uncertainty about the future of the tax system (e.g., the drop in the gift and estate exemption in 2013 to $1 million and an increase in the rate to 55%). In the current estate tax environment, more people then ever may benefit from using a Domestic Asset Protection Trust or “DAPT”, but to understand this technique, and whether it, or a different approach would be viable for you, an understandable overview of DAPT and related planning options is needed….

New Website Launched!

We are pleased to announce the launch of our newly designed website. We think that the navigation and ease of finding things are among the many improvements to the site. There are still many areas of the website that we will be building up and improving over the course of the next few months. Here’s just a preview of what you can expect to find in the near future: Updated blog entries with information from leading sources in the estate and financial planning field Ability to search for and purchase more of our most popular teleconferences held in 2011 Detailed…

New Blog for The Ultimate Estate Planner, Inc.

We have followed suit with many other companies and have decided to start a blog, which we hope will become a great resource for estate planning professionals of all kinds of designations, including attorneys, CPAs, financial advisors, insurance agents, enrolled agents and many more. There’s a vast well of knowledge and information out there. It can be difficult, timely and quite expensive to sift through all of the different outlets out there. We hope to become your “one-stop-shop” to get this information. We have a lot of things coming down the pipeline. We’ve moved our offices. We’ve expanded our staff….