This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.

California Forum for Attorneys

Full Digital Program

This CA Forum Full Digital program consists of all the presentations on Audio MP3 file, accompanied by PowerPoint PDF Notes format, a copy of the PowerPoint presentation to follow along, and a link to listen directly to the program on your computer or smart-device.

Understanding the Liabilities for Business Owners as Fiduciaries

Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.

Your Client Will Run Out of Money Without Proper Distribution Planning

Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning

Secrets from the Boardroom – Trusts & Public Mutual Funds

Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysem

Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.

From Their Perspective – How to be Relevant in “Google-Land

Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Shelley as they give you an overview of the various internet tools and social media that you’ve heard about as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.

The Five Needs of Life Insurance

Presented by Trey Fairman, J.D., LL.M., and Stephen J. Mancini, Esq.

Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the particular policy sold always appropriate, or even necessary? In the ever changing world of taxation, client bias, and fiduciary responsibilities, Trey shares a refreshing approach to illustrating the various considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning needs.

A Different Perspective on Preparing for your Day in Court

Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.

Traditional litigation is frustrating, time consuming, and expensive – and it is about more than “going to court.” Join Wendy and Alex as they discuss why understanding the people, process, relationships, personal history, assets, taxation and valuations are as important as the “facts and law.” Consider using an Estate Litigation process to help you and your clients understand the timeframe and likelihood of outcomes, and reduce stress while achieving resolution and closure.

Evolving the Business

Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.

The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy