How Can an Estate Planning Practice
In the Under $5 Million Estate Market
Make Money Today?

If you work mainly with clients who have estates of less than $5 million, you’re facing (or will soon face) some or all of these challenges:

  • Clients’ tight spending habits during this recession
  • Increased low priced competition from other attorneys, paralegals, financial advisors and the internet (need we say “Legal Zoom”?)
  • Reduced need for advanced level estate tax planning beyond the Living Trust
  • Reduced need for post-death trust and estate administration
  • Marketing and referral relationships that have become too expensive or just aren’t working!

If you want to stay profitable, what must you do, right now, in 2014?

Some “experts” are saying the answer is to get into income tax planning or asset protection, or sell an annual maintenance plan to your clients.  That’s not what we’ve found to work!

What is working? Nationally renowned estate planning attorney and Ultimate Estate Planner President, Philip Kavesh - - whose practice is one of the largest and most successful in the country - - is going to share with you some of his powerful practice building secrets, that are working right now, in one of our most popular, once a year teleconferences.

Hear Phil reveal how he is successfully “tweaking” his practice for 2014, including:

  • What are the hottest estate planning “products” for 2014 that will bring in new client work?
  • What new services can you “up-sell” to existing clients?
  • How can you reduce marketing and overhead expenses so you increase your bottom line?
  • How can you reorganize personnel tasks (so you can work less)?
  • A little used resource to help maximize your staff efficiency and teamwork - - while reducing your own time and headaches!
  • Why and how you may want to change the target audience of seminars, as well as the content and venues
  • Special e-marketing tips - - so email, blogs, newsletters and your website actually drive business to you
  • Re-working referral networks with financial advisors as well as with other estate planning attorneys - - so they actually work!
  • And much more!
  • Program Title: Running a Profitable Estate Planning Practice in an Under $5 Million Estate Market
  • Speaker:
  • Duration: 90 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

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 approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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