Full Report of The 46th Annual Philip E. Heckerling Institute on Estate Planning

At The Ultimate Estate Planner, Inc., we are committed to providing our fellow estate planners access to the information, products, education and various resources that are available to help individuals be better practitioners and provide better service of both estate and financial planning, to their clients. Therefore, we are extremely pleased and privileged to provide to you through the graciousness of the American Bar Association’s Real Property, Trust & Estate Law (RPTE) Section the full and complete report from the 46th Annual Heckerling Institute of Estate Planning Conference, one of the nation’s leading conferences for estate planners, including attorneys, trust…

Bob Keebler on Roth Conversions in 2012: Now’s the Time to Convert

Reproduced with Permission by and Courtesy of Leimberg Information Services, Inc. (LISI). For information about how to subscribe to LISI, click here. “For more than 14 years, we have been advising clients about converting to a Roth IRA. For the first ten years, most of our collective efforts focused on the long-term strategic benefits of converting to a Roth IRA with us preparing complex spreadsheet analyses on the front-end to determine an ‘ideal amount’ to convert. Like other tax professionals, with the extreme volatility of the stock market in recent years, our Roth IRA conversion paradigm has shifted. Instead of…

Nevada Ranked as the #1 Jurisdiction for Domestic Asset Protection Trusts

One of The Ultimate Estate Planner’s main teleconference speakers, estate planning and asset protection attorney, Steve Oshins, was featured in an article posted by The Nevada Trust Reporter entitled, “Nevada Ranked as the #1 Jurisdiction for Domestic Asset Protection Trusts in Steve Oshins’ Mid-Year State Rankings Chart“. Nationally known estate planning and asset protection attorney Steve Oshins (www.oshins.com) is the creator of the Domestic Asset Protection Trust State Rankings Chart (which can be accessed on our Free Resources page) that he publishes each year and updates as the various states modify their laws. He recently did a mid-year update to…

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….