BUNDLE PACKAGE: The Personal Asset Trust & IRA Inheritance Trust® Legal Document Form Packages
COVID-19 Forms Package
“Top 40 Tax Planning Opportunities for 2020” by Robert Keebler, CPA & Peter J. Melcher, J.D.
INSTANT DOWNLOAD: Loan Forgiveness Regulations, PPP Bill in Congress, Audit and Appeals Regulations
INSTANT DOWNLOAD: PPP Loan Forgiveness: Understanding, Applying and Planning for the Just Released Form and Instructions
INSTANT DOWNLOAD: Important SBA Update & Critical Fraud Warning
INSTANT DOWNLOAD: What You Need to Know About the Paycheck Protection Program
Section 199 Chart
IRA Inheritance Trust® Legal Document Form Package
SECURE Act E-Book: “The Mathematics of the SECURE Act: Where the Tax Law and Economics Collide” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM
Robert Keebler’s SECURE Act Client PowerPoint Bundle Pack
The Ultimate 199A Bundle Package
Coaching for Estate Planning Attorneys
Section 199A E-Book: “Qualified Business Income Deduction” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM
The 2018 Tax Reform Survival Kit
Estate Planning Under The 2017 Tax Reconciliation Act by Martin M. Shenkman, Jonathan G. Blattmachr & Joy Matak
The Personal Asset Trust Package
Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package
Properly Merge, Acquire & Sell a Practice Package
The 2012 LLC Marketing & Sales Kit
The 2012 Completed Gift DAPT Marketing & Sales Kit
The 2012 Installment Sale Marketing & Sales Kit
The 2012 DAPT Marketing & Sales Kit
The 2012 Dynasty Trust Marketing & Sales Kit
The 2012 GRAT Marketing & Sales Kit
“How to Explain & Sell More Dynasty Trusts” CD
“How to Explain & Sell More Domestic Asset Protection Trusts” CD
“How to Explain & Sell More Completed Gift DAPTs” CD
“How to Explain & Sell Installment Sales to an Income Tax Defective Dynasty Trust” CD
“How to Explain & Sell More LLCs” CD
VOLUME 1, BOOK 3: The 10 Steps You Need to Know to Find, Hire, Train, Manage & Keep Great Associates
VOLUME 1, BOOK 2: 10 Steps to Successfully Finding, Hiring, Training & Managing Excellent Support Staff
VOLUME 1, BOOK 1: Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!
75 Best Income Tax Strategies Chart
Top 10 Tax Planning Ideas Chart
2020 Robert Keebler Chart Bundle Package
The Robert Keebler Tax & Estate Planning Monthly Bulletin
Client Termination Letter Template
Follow-Up Letter to No Sale Prospects & Clients
How to Successfully Market an Estate Planning Practice by Philip J. Kavesh
Personal Consultation with Attorney Philip Kavesh
“The 22 Overlooked Uses of Life Insurance by Philip J. Kavesh” DVD
The Ultimate Estate Planning Seminar Marketing Starter Kit
The Ultimate Practice-Building Library
The Robert Keebler Tax & Estate Planning Monthly Bulletin
How to Explain & Sell More GRATs – “The Limited Liability Company (Using Maximum Valuation Discounting)” White Paper
How to Explain & Sell More GRATs – “Installment Sale to an Income Tax Defective Dynasty Trust” White Paper
How to Explain & Sell More GRATs – “Grantor Retained Annuity Trust” White Paper
How to Explain & Sell More GRATs – “The Dynasty Trust” White Paper
How to Explain & Sell More GRATs – “Domestic Asset Protection Trust” White Paper
How to Explain & Sell More GRATs – “The Completed Gift Domestic Asset Protection Trust” White Paper
“Sale to an Intentionally Defective Grantor Trust (IDGT) with a Self-Cancelling Installment Note (SCIN) Hedge ” White Paper
“Trusts Named As IRA Beneficiaries” White Paper
“Portability” White Paper
“S-Election to Save Employment Taxes” White Paper
“Trust Decanting” White Paper
“Spousal Limited Access Trusts (SLAT)” White Paper
The Ladder of Success: An Asset Protection Planning Primer (2012) – Jeffrey Matsen
(Available for purchase through Amazon)
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The ABA Consumer Guide to Asset Protection – By Jeffrey Matsen
(Available for purchase through the American Bar Association) Read more »
“Domestic Asset Protection Trust (DAPT)” White Paper
“Intentionally Defective Grantor Trust (IDGT) Sale” White Paper
The IRA Beneficiary Trust Bundle Package (Without Legal Document Forms)
The Ultimate IRA Beneficiary Trust Bundle Package
“Dynasty Trust” White Paper
“Grantor Retained Annuity Trust (GRAT)” White Paper
“Intra-Family Loans” White Paper
“Choice of Filing Status to Avoid the NIIT” White Paper
“Grouping Business Activities to Create Material Participation and Avoid the NIIT” White Paper
“Inter Vivos Charitable Lead Annuity Trust (CLAT)” White Paper
“Captive Insurance Companies” White Paper
“Nevada Incomplete Gift, Non-Grantor (NING) Trusts” White Paper
“Tax-Aware Investing” White Paper
“Family Limited Partnership (FLP)” White Paper
“Income Shifting Charitable Remainder Trust” White Paper
“Borrowing From Permanent Life Insurance Policies” White Paper
“Nonqualified Tax Deferred Annuities” White Paper
“Two-Year Installment Sale Strategy” White Paper
The Single Member LLC (“SMLLC”) Document Form Package
“The Top 30 Tax Planning Ideas for 2015” White Paper
Ultimate Estate Planning Client Meeting Forms Bundle Package
“Oil and Gas Investments” White Paper
“Roth IRA Conversions” White Paper
“Retirement Charitable Remainder Trust (CRT)” White Paper
Living Trust Forms Bundle Package
IRA Trust Forms Bundle Package
Estate Planning Forms Bundle Package
Estate Administration Forms Bundle Package
Seminar Marketing Consultation
“Bracket Management” White Paper
“Substantial Sale Charitable Remainder Trust (CRT)” White Paper
Estate Planning Client Questionnaires
IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian
“Trusts as S Corporation Shareholders” White Paper
“Capital Gain Harvesting” White Paper
The IRA Inheritance Trust® Seminar Marketing Bundle Package
The Portability Calculator
The Optimal Basis Increase Trust (“OBIT”) Legal Document Form & Marketing Package
Robert Keebler’s 2014 Tax Planning Success Kit
Step-By-Step Guide to The Client Referral Process
The Step-By-Step System for Setting Up Wholesale Seminars & Advisor Events
Successor Trustee Manual Package
Joint Exempt Step-Up Trust (“JEST”) Legal Document Form
Flexible Irrevocable Trust Legal Document Form Package
Living Trust: Full Color Flow Charts
Living Trust: Trust Identification Card
Living Trust: Drafting Notes Summary Page
IRA Beneficiary Trust: Disclosure Form
IRA Beneficiary Trust: Client Intake Form for Drafting Plan
Personal Residence Trust Seminar DVD by Philip J. Kavesh
The IRA Inheritance Trust® Seminar DVD by Philip J. Kavesh
The Basic Living Trust Seminar DVD by Philip J. Kavesh
IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages
IRA Beneficary Trust: Full Color Flow Charts
Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language
IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form
Trust Protector Exercise of Power to Limit Potential Beneficiaries
Seminar Response Form
Seminar Discount Certificate
Seminar Appointment Booking Reminder Cards
Seminar Handout: Federal Estate Tax Chart
Seminar Handout: Uniform Distribution Table
Client Survey and Referral Generator Package
Living Trust: Owner’s Manual Inserts & Coverpages
Living Trust: Client Intake Form for Drafting Plan
Financial Advisor & Attorney Referral: Client Financial Assessment Questionnaire
Financial Advisor & Attorney Referral: Consumer Rights Disclosure
Financial Advisor & Attorney Referral: Client Permission Slip
Post-Mortem Checklist for Standalone IRA Beneficiary Trusts
Trustee Duties Upon Trust Funding Acknowledgement
Co-Trustee Potential Conflict of Interest Disclosure & Consent
Acknowledgement of Information Given for Trustee Notification
Estate & Trust Administration Disclosure Form
Acknowledgement of Information Given for Portability
Estate Administration Client Agreement to Presence of Others at Meeting
Estate Administration Acknowledgement of Information Given
Estate Administration Fee Agreement
Divorce Checklist for Estate Planning Clients
Checklist for Reviewing Another Attorney’s Trust
Estate Planning Acknowledgement of Information Given
Estate Planning Engagement Letter
Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form
Estate Planning Client Agreement to the Presence of Others at Meeting
Estate Planning Questionnaire (Client with Trust/Existing Client)
2012 Estate Planning: Tax Planning Steps to Take NOW – By Martin M. Shenkman, Jonathan Blattmachr & Robert S. Keebler
Estate Planning Questionnaire (New Client)
Corporate & Private Group Seminar Training Package
The A to Z Guide to Seminar Marketing for Estate Planners
“The Top 10 Estate Planning Mistakes People Make” Free Report for Consumers
The Advisor’s Guide to The Top 25 Tax Planning Ideas for 2014 – By Robert S. Keebler, CPA, MST, AEP (Distinguished)
Inheriting an IRA – By Michael J. Jones, CPA
Grantor Retained Annuity Trusts Made Simple Continuing Education Seminar Marketing Package
The ABC’s of ILITs Continuing Education Seminar Marketing Package
The Little-Known “Capital Gains Bypass Trust” Continuing Education Seminar Marketing Package
Everything You Need to Know About QPRTs Continuing Education Seminar Marketing Package
The Top 22 Overlooked Uses of Life Insurance Continuing Education Seminar Marketing Package
“How to Explain & Sell More GRATs” CD
Generic Personal Asset Trust Seminar DVD for Generating Clients & New Business
Generic IRA Inheritance Trust® Trust Seminar DVD for Generating Clients & New Business
“Post-ATRA: Comparing the Pros & Cons of Portability vs. ‘B’ Funding” White Paper
“The Perils of Portability” White Paper
“How to Handle the Questions & Answers Session at the End of a Living Trust Seminar” White Paper
Generation Skipping Transfer Tax Chart
DrawDown Strategies Chart
Tax Asset Classes Chart
Bracket Management Chart
Capital Gains Tax Chart
Understanding the Net Investment Income Tax Handout
Applying the 3.8% Net Investment Income Tax Chart
Traditional IRA Distribution Chart
Roth IRA Distribution Chart
The Top 10 Pre & Post-Mortem Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package
The Top 10 IRA Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package
The Unique (and Little-Known) IRA Inheritance Trust® Continuing Education Seminar Marketing Package
Estate Planning 101 Continuing Education Seminar Marketing Package
The Ultimate Pet Trust Legal Document Form Package
Post-DOMA Seminar Marketing Package
The Ultimate Pet Trust Seminar Marketing Package
The Roth IRA Quadrants Chart
Roth IRA Conversion Decision Chart
Understanding the Net Investment Income Tax Chart
Surtax Checklist for Individuals
Net Investment Income Tax (“NIIT”) Calculator
Estate Planning for Physicians Seminar Marketing Package
Estate Planning for Rental Real Estate Owners Seminar Marketing Package
Personal Residence Trust Client Seminar Marketing Package
Successor Trustee Seminar Marketing Package
The IRA Inheritance Trust® Seminar Marketing Package – Southern California Purchaser
The IRA Inheritance Trust® Seminar Marketing Package
The Client Trust Review Seminar & Marketing Package
The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package – Southern CA Purchaser
Capital Gains Harvesting Calculator
The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package
The Basic Living Trust Seminar Marketing Package