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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



Friday May 25

3:00 PM EDT - 4:30 PM EDT

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  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: · Class Five: Steve Leimberg and Bob Keebler - Marketing Your Practice in a Brave New World May 24th from 3:00pm-4:30pm 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.



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Bob Keebler

April 24, 2018 3:00 PM EDT - 4:30 PM EDT ET

Estate Administration for IRAs

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Ed Morrow

April 25, 2018 3:00 PM EDT - 4:00 PM EDT ET

INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) – Not Just for State Income Tax Avoidance: How Tax Reform Makes “INGs” and “SLANTs” Even More Powerful

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Ed Morrow and Marty Shenkman

April 26, 2018 3:00 PM EDT - 4:00 PM EDT ET

Non-Grantor Trusts (including INGs and SLANTs): Avoiding State Income Tax, Including New York City and State, and Avoiding "Source Income"

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Frank Cordero

April 26, 2018 1:00 PM ET - 2:00 PM ET ET

Title Section 1202's Impact on the Important Choice of Entity Factors Advisors Need To Consider in a 21% Corporate Rate Environment

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Cynthia D.M. Brown

April 27, 2018 3:00 PM EDT - 4:00 PM EDT

Discretionary Distribution Standards: Balancing Duty and Need

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Jonathan Gopman

May 01, 2018 2:00 PM EDT -

Expatriation Planning & Citizenship by Investment

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Bob Keebler

May 02, 2018 3:00 PM EDT -

Understanding Section 199A – Creating a Solid Foundation

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Bob Keebler

May 03, 2018 3:00 PM EDT - 4:30 PM EDT

Class One: 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

Prelude with Bob Keebler

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Steve Oshins and Bob Keebler

May 4, 2018 ET

Advanced Section 199A with Trusts and Estates

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Steve Oshins

May 9, 2018 3:00 PM EDT - 4:30 PM EDT ET

Class Two: 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 Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice

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Paul Hood

May 11, 2018 3:00 PM EDT 4:00 PM EDT ET

Common Errors in Business Valuation Reports: What Advisors Need To Look For

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Bob Keebler

May 11, 2018 1:00 PM ET 2:30 PM ET ET

Class Three: 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

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Martin Shenkman

May 16, 2018 ET

Class Four: 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 ::

Martin Shenkman Wednesday May 16th - Advanced Income Tax Ideas, Decanting, Reformations, Fiduciary Income Tax Strategies that Work and Action Steps to Move Forward

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Bob Keebler

May 16, 2018 1:00 PM EDT - ET

Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709

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Cynthia D.M. Brown and Todd A. Flubacher

May 18, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Directed Trust Model

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Steve Leimberg and Bob Keebler

May 25, 2018 3:00 PM EDT - 4:30 PM EDT ET

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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Cynthia D.M. Brown

June 8, 2018 3:00 PM EDT - 4:00 PM EDT ET

Expense Payments: What do you Need to Know Before You Pay?

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Alan Gassman

June 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection Opportunities You May Not Know Abo

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Alan Gassman

June 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection for Businesses and Their Owners

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