CAPTURE MORE $1 MILLION IRAS USING BREAKTHROUGH STRATEGY: THE IRA INHERITANCE TRUST

	Capture More $1 Million IRAs Using Breakthrough Strategy: The IRA Inheritance Trust Author: Philip J. Kavesh Publisher: PESI 2008 Price: $179.00 Details: Type: Product Code: ZDK022405 Add to Cart
Description: This CD-ROM captures a 90-minute Webinar presented by Philip J. Kavesh on January 22, 2008 and includes the audio/visual presentation. If you’re not already drafting and selling these trusts, you’re missing out on one of the hottest new estate planning products since the Living Trust! Particularly since, beginning in 2008, the Pension Protection Act will significantly broaden the application of the IRA Beneficiary Trust to 401(k)’s and other corporate retirement plans too! The IRA Beneficiary Trust can be easily incorporated into a basic estate planning practice, and command premium-priced fees…if you know how to navigate through the tricky IRS technical rules that must be met for trust beneficiaries to take maximum advantage of Required Minimum Distributions “stretchout”. Why spend hundreds of hours researching and reading to bring yourself up to speed - - when you can attend a 90-minute teleconference and learn directly from one of the nation’s leading authorities on IRA Beneficiary Trusts, attorney Philip J. Kavesh? Learn from his and his firm’s experience in drafting over 700 of these specialized trusts and in implementing them with custodians and plan administrators. Philip Kavesh is a nationally recognized attorney, speaker, educator and technical innovator in estate planning, as well as pioneer in establishing a true multidisplinary financial planning practice. Phil has earned significant recognition and accolades over his 25 plus years of practice as an estate planing attorney. Phil holds a Master 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 program. 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 commmitees 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 lesislation 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 currently a member of WealthCounsel.
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