Don’t forget that if you’re attending the WealthCounsel 2014 Planning for the Generations Symposium, TODAY is the last day to take advantage of special conference prices. We will be at our booth until the conference concludes at 12pm. Special 25% discount off your product order Payment plans are available Special IRA Inheritance Trust® Marketing Bundle Package (available only at the conference!) Save $100 on July 23rd’s Practice-Building Program on Time Management by signing up today! The EARLY BIRD DISCOUNTS for our upcoming Ultimate LevelSM 2½ Day Practice-Building Programs expires on July 31st, so be sure to sign up right away:…
Naming IRA Beneficiaries
By Robert S. Keebler, CPA, MST, AEP (Distinguished), CGMA Earlier this year, the IRS released PLR 201417027 in which it refused to extend the deadline to begin required minimum distributions (RMDs), for taxpayers who were not even aware that they were beneficiaries of a decedent’s retirement plan. Because of their seemingly innocent mistake, the missed RMDs might be sliced in half by the 50% excise tax for missed distributions under IRC § 4947(a) and the beneficiaries might be exposed to negligence and understatement penalties under IRC § 6662. This ruling is a reminder of the importance of proper naming of…
Phil’s Speaking Engagements
Prior Speaking Engagements 2014 October 2014 in Orlando, Florida: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys September 2014 in Dallas, Texas: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys Monthly Practice-Building Series (12-Month Program for Estate Planning Attorneys) May 2014 in Los Angeles, California: The Ultimate LevelTM Practice Building 2½ Day Program for Estate Planning Attorneys 3-Part Teleconference Series on: “Traps & Tricks of Drafting IRA Beneficiary Trusts”, “Proper Post-Death Administration of IRA Beneficiary Trusts” and “How to Market & Sell More IRA Beneficiary Trusts” 2013 Personal Family Lawyer’s Training on…
Philip Kavesh
Philip J. KaveshPresidentJ.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate LawView Phil’s Prior Speaking EngagementsContact Us First Name * Email * Phone Area of Expertise Please select oneCPAEstate Planning AttorneyFinancial AdvisorLife Insurance AgentOther Message * function reloadJcaptcha() {var now = new Date();if (document.images) {document.images.captcha.src = ‘https://ao126.infusionsoft.com/Jcaptcha/img.jsp?reload=’ + now}} Enter the above code: Submit Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.Phil has earned significant recognition and accolades over his 35+ years of practice as an estate planning attorney. Phil holds a Master’s Degree…
BREAKING NEWS: Supreme Court Decision on IRA Bankruptcy Case!
A Supreme Court Decision was made in an Inherited IRA bankruptcy case (Clark v. Raemaker), which brought to light the importance for estate planners and clients to utilize a standalone IRA beneficiary trust to better protect IRA assets! As a result of this exciting news, we are pleased to bring to you a very special, limited-time offer… Get 25% off ALL of Our IRA Inheritance Trust® Products! PLUS, we have a very special Bundle Package that allows you to purchase all of our products at an even greater discount (and the option for a monthly payment plan). You will want…
Legal & Financial
Legal & Financial Services for Clients in Southern California The Ultimate Estate Planner, Inc. President, Philip J. Kavesh, is also the principal and owner of one of Southern California’s largest estate planning law firms, Kavesh, Minor & Otis, Inc. The Law Firm of Kavesh, Minor & Otis has been in business for over 40 years and has a great team of associate attorneys and staff that can assist you if you are looking for estate planning or financial assistance and you are located in Southern California. In addition to exceptional estate planning services, the Law Firm of Kavesh, Minor &…
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About
Our TeamPhilip J. KaveshPRESIDENTKristina SchneiderPRACTICE SUCCESSCOACH Kirsten AllenDIRECTOR OF OPERATIONSRoxana HernandezADMINISTRATIVEASSISTANT Our StoryThe Ultimate Estate Planner, Inc. was formed by Philip J. Kavesh in September 2004 under the business name, The “Missing Link” Boot Camp, Inc., which was initially designed to provide estate planning attorneys and financial advisors an intensive, all-inclusive, 2-day training where both advisors were linked together to implement new, cutting-edge trust products and effectively learn how to create a successful multi-disciplinary model, integrating both estate and financial services under one roof.However, in 2007, the company has since expanded upon these original Boot Camps to provide practical, tested and proven…
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