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(VHS Tapes are approximately 1 hour each and include outlines)
Big-ticket life insurance planning ideas. Makes successful
prospective clients sit up and listen-carefully!
  
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State-of-the-art concepts for ultra-wealthy clients.
Steve explains the pros, cons, income, estate, gift and
generation-skipping aspects of FLPs. When Steve is finished,
you'll understand why the FLP is a viable alternative to
the ILIT (Irrevocable Life Insurance Trust) and how it fits
in with the client's estate plan. Outline completely updated
for Tax Law Changes.
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Interpretation of latest cases, rulings and issues.
Provides a thorough review of recent key cases and rulings
dealing with valuation, gift, tax implications,
transfer for value problems, and divorce. The tape
continues with Leimberg's incisive commentary on the accumulated
earnings tax, the AMT, professional and S corporation planning
and drafting tips. Outline completely updated for
Tax Law Changes.
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Steve's famous LIVES formula for presenting
estate planning problems and CDDDEFG alphabet of solutions.
Outline completely updated for Tax Law Changes.
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Howard Zaritsky and Steve team up to provide opinions of
latest Crummey power rulings. Outline
completely updated for Tax Law Changes.
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Questions Steve uses for estate and business planning
interviews. 18-page outline included.
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This is Steve's incredible main platform presentation
to the American Institute of Certified Public Accountants
Personal Financial Planning Division and the National Association
of Estate Planners and Councils Annual Meeting. Harness
the power of Leimberg's Positive Differentiation Principle,
OPCM/OPM/OPML concepts and mini-marketing techniques now
being used by planning professionals nationwide.
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