Updated for 2008
TOWARD ZERO ESTATE TAXES is a modular
program. Here, you can present it in two 45 minute sessions
or in a single 90 minute program.
Some of the topics covered in TOWARD
A ZERO ESTATE TAX are:
THE TEN MOST COMMON ESTATE PLANNING MISTAKES
THE CONFISCATORY NATURE OF THE ESTATE TAX
THE "ESTATE PLANNING ALPHABET"
USE OF THE ANNUAL EXCLUSION
USE OF THE UNIFIED CREDIT & BYPASS TRUSTS
USE OF THE MARITAL DEDUCTION
IRREVOCABLE LIFE INSURANCE TRUSTS
THE DYNASTY TRUST
DEATH BENEFIT ONLY PLANS
SECTIONS 303 AND 6166
FAMILY LIMITED PARTNERSHIPS
FRACTIONAL INTEREST DISCOUNTS
PRIVATE ANNUITIES
THE BUSINESS INTEREST DEDUCTION
CHARITABLE REMAINDER TRUSTS
CHARITABLE LEAD TRUSTS
INSTALLMENT SALES
GIFT-LEASEBACKS
The presentation comes in a binder with handouts - including
copies of all the graphics - and a complete and detailed
interactive speaker's script. Just load the disk into
your computer's hard drive and deliver the message (after
lots of practice).
The seminar is prepared in two distinct units which can
be presented together (about 90 minutes) or as two distinct
45 minute segments. It can be used one on one or with
medium or even large audiences.
TOWARD ZERO ESTATE TAX is not meant to be an educational
or training seminar (although your audience is sure to
learn a lot). It is designed to make a lay audience aware
of the urgency and significance of implementing a broad
based estate plan and to introduce them to the state of
the art in tools, techniques, and strategies.
TOWARD ZERO ESTATE TAX is essentially a professionalized
version of Steve Leimberg's own presentation to high-net
worth audiences throughout the country on behalf of the
Philadelphia Orchestra, the Philadelphia Art Museum, the
Philadelphia Foundation, and many other such groups.
The beauty of a Powerpoint presentation is that you can
"pull" one or more "slides" you don't
like or that are not appropriate - or add your own if
you feel there's an area we haven't covered or you want
to give more emphasis to a given topic.
You can even go in and change a "slide." Of
course, these of course, are not slides in the traditional
sense (although you can order slides from us or have a
local firm such as Kinko's prepare them from your disk)
but used with a laptop, desktop, or projector such as
Boxlite, InFocus, Poloriod, or Prixima can enable you
to "wow" even a very large audience.
Please call Steve Leimberg directly at 610 527 4712 if
you'd like to chat further about TOWARD ZERO ESTATE TAXES.
We're sure you'll find this to be a convenient and informative
way to attract new clients and encourage new business
from those you presently enjoy.
Please call 610 924 0515 (to place a phone order)
