Are You Ready to Take Your Practice to The Ultimate Level?

the-ultimate-level-phil-kaveshThere are many programs out there that fill you up with technical knowledge about the law and estate planning techniques. But, having all of that technical knowledge is only part of what it takes to build a successful law practice.

Our time-tested and proven program, developed by renowned estate planning attorney Philip Kavesh, is designed specifically to help estate planning attorneys take their business—both your bottom line and the quality of your daily life—to The Ultimate Level.

During this unique 2-day event, you will see addressed and answered a variety of practice-building issues which confront virtually every estate planning attorney:

  • How to build each piece of your law practice, starting with a clear “blueprint” in mind, so that someday soon you have an exit strategy in place to make the most out of all of your years of hard work!
  • How to put together a marketing strategy and plan for your firm that will consistently bring in revenue so you don’t have to scramble each month to generate clients.
  • How to hire and train the right associate attorneys and support staff to build the necessary team of people to help take your practice where you want it to go!
  • How to use bonus systems (for both associate attorneys AND support staff!) that incentivize and motivate them and, more importantly, keep them happy so they don’t leave!
  • How to set up appropriate accountability to make sure that everyone is working efficiently and effectively together towards the same end goal.
  • How to establish proper systems of communication to reduce interruptions, increase productivity, and provide the necessary amount of leadership and guidance to your team.
  • How to set your fees so that you not only stay competitive, but you also continue to make money and get paid for what you do!
  • How to structure your calendar to maximize the highest and best use of your time for your firm, while doing just the tasks you love!
  • How to put systems in place to help keep you, the business owner, accountable and on track toward your business’ success!
  • And much, much more you never learned in law school or in any continuing education class!

If you’re an estate planning attorney running your own law practice, we are certain that you have experienced the roller coaster of ups and downs that come with running a professional practice. If you have ever dreamed about taking more time off with your family, traveling the world, or doing more of what you love, and retiring someday, then this program is a no-brainer! But don’t just believe us.

Here’s what just a few prior attendees had to say about The Ultimate LevelSM

“I must say that this has truly and sincerely been one of my favorite events ever—it’s practical,
Phil’s been there, he’s done it. We’re going back to the office with a lot of tools and that’s HUGE.
With many other programs, I always feel like, ‘This is great, but what do I do with it?’
and I don’t feel that way leaving The Ultimate Level.”

Shadi Shaffer, Attorney from Irvine, California
WealthCounsel Member


“The Ultimate Level is set up so that it doesn’t matter where you are in your practice,
there’s something for everyone, whether you have been practicing for a few years or for a very long time.
I think that’s a huge testament to the program and how valuable it is.”

Nicole Wipp, Attorney from Milford, Michigan
WealthCounsel & ElderCounsel Member


“This program has been really inspirational for me. I have been given
so much practical material that will help me get to a higher level.”

Margaret Fulton, Attorney from Auburn, California
Super Lawyer 2004 & 2010
WealthCounsel Member


“I always say that it’s hard to know what it’s like to stand on Jupiter until you’ve been there.
I was having a really hard time getting my hands around how I was going to be able to
take my practice to the next level that I wanted to take it—and I didn’t know what it was like to
stand on Jupiter before the program, but I can honestly say that I do now! Thanks, Phil!”

Kirk Kaplan, Attorney from Las Vegas, Nevada
Martindale Lawyer Rating AV
WealthCounsel Member

(For more testimonials, click here)

The Ultimate LevelSM is not for everyone, though. It’s intended for estate planning attorneys that are interested in not only improving the daily operation of their law practice, but improving their quality of life. It combines Phil Kavesh’s 33 years of experience as well as the years of experience and expertise of the others in attendance. So, whether you have 1, 5, or 25 years of experience in running a law practice, you will walk away with invaluable tools and guidance to help take you and your practice to The Ultimate Level.

The real question now is…are you willing to take the next step and actually do something about it?


Below you will find the dates and locations of the upcoming Ultimate LevelSM programs we have scheduled. Click “More Info” to find out more about the program, including the cost to attend and what you receive with your registration.

May 14-16, 2015
(includes tour of Phil’s law firm)
Crowne Plaza Redondo Beach & Marina Hotel

These are the only dates currently available. If you are unable to attend any of these, please feel free to contact us so that we can notify you of future programs as they may become available.


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