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Class Five: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption

Steve Leimberg and Bob Keebler - Marketing Your Practice in a Brave New World



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Recording and Slides are Available Here .


The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?

This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:

Battling more competition than ever before? Worried potential clients are thinking they don’t need to plan because of a perception that the 2017 Tax Cuts and Jobs Act killed the federal estate tax? In our Bootcamp Webinar, The Six Magic Steps of Power Marketing, Steve and Bob will share concepts and strategies you need to survive and flourish in the coming years. Loaded with creative and innovative ideas, this class will provide mind-stretching profit expanding insights such as their:

  • “Positive Differentiation” Theorem,
  • “Leimberg Leveraging”,
  • The “Firestorm Technique”,
  • The “Silence of the Lambs” Principal, The “Lexus” Technique,
  • The “Nikon” Concept, “Mini-Marketing System, and
  • The “Pepperoni Bread Principle. 

This could be the single most financially productive professional life changing webinar you’ve ever attended.



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

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After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

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If you are a LISI member, please login below to receive the member price of $129 for this webinar.

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Lee Slavutin & Bob Keebler

July 20, 2018 12:00 PM EDT - 1:30 PM EDT ET

Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act

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Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

July 26, 2018 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Re-Broadcast. Click to Listen to Steve Oshins description

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Bob Keebler

August 2, 2018 3:00 PM EDT - 4:30 PM EDT ET

Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks

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Bob Keebler

August 3, 2018 3:00 PM EDT - 4:30 PM EDT ET

Important Webinar Event: Bob Keebler Reviews the New 199A Regulations

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Steve Oshins

August 09, 2018 3:00 PM EDT - 4:00 PM EDT

Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart

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Bob Keebler

August 10, 2018 3:00 PM EDT - 4:30 PM EDT

Understanding and Completing Form 706

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Paul Hood

August 16, 2018 3:00 PM EDT -

Estate Planning for Qualified Retirement Plans and IRA’s

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Bob Keebler

August 17, 2018 3:00 PM EDT - 4:30 PM EDT

What the Financial Professional Really Needs to Know About Tax Reform

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Bob Keebler

August 24, 2018 3:00 PM EDT - 4:00 PM EDT ET

How To Accurately Prepare the 709 Gift Tax Return

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Jonathan Gopman and Paul D'Alesandro

September 6, 2018 3:00 PM EDT 4:00 PM ET ET

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 1

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Larry Brody & Steve Leimberg

September 13, 2018 3:00 PM EDT ET

Transfer for Value – The Thorn on the Rose

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Larry Brody & Steve Leimberg

September 14, 2018 3:00 PM EDT ET

Transfer for Value – Transactional Analysis

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Steve Leimberg & Linas Sudzius:

September 19, 2018 3:00 PM EDT ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 1: Who Gets the Life Insurance Money After a Divorce?

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Alan Gassman

September 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

What Estate and Tax Planners Need to Know About Bankruptcy

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Cynthia D.M. Brown

September 21, 2018 3:00 PM ET - 4:00 PM ET ET

EXPENSE PAYMENTS: WHAT SHOULD A TRUSTEE KNOW BEFORE THEY PAY? HOW SHOULD THE EXPENSES BE ALLOCATED?

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Steve Leimberg & Linas Sudzius:

September 26, 2018 3:00 PM EDT ET

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 2: What Are the Beneficiary Best Practices Before, During and After Divorce?

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Jonathan Gopman and Paul D'Alesandro

September 27, 2018 3:00 PM EDT 4:00 PM ET ET

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 2

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Andy DeMaio

October 12, 2018 3:00 PM EDT 4:00 PM ET ET

Practical Estate Planning for Digital Assets under RUFADAA

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