The Gathering 2019
San Diego, California

 

Family Wealth and Business Succession

 

Thursday, February 21, 2019 – Tax and Estate Planning

Sponsor Information, Presentations and Presenter Bios

 

Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130

 

View The Full Agenda

KEYNOTE SPEAKERS:

Thursday, February 21st: Peter Myers, Esq. and Stephen Mancini, Esq.
Friday, February 22nd: Chris Snider and Scott Snider, Exit Planning Institute

MODERATORS:

Joseph Strazzeri, Esq. and Shelley Lighfoot

SCHEDULE

Thursday, February 21st: Tax and Estate Planning Day

7:00 – 8:00AM

Registration, Breakfast, and Meet the Presenters & Sponsors

8:00 – 8:10AM

Opening Remarks

8:10 – 9:10AM

KEYNOTE PRESENTATION: Hot Topics 2019

Click Here to Access the Presentation

Join Peter and Steve as they dig into the planning opportunities and pitfalls that have been created by recent changes in the tax, financial, and legal environment for topics such as non-grantor IRRT’s, 1202 and 1045 (QSBS), opportunity zones and funding, bunching of deductions, kid’s education planning (redux), monetization strategies on exits, and much more! They’ll focus on the most practical and relevant topics of conversation for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Learn and discuss how these changes and opportunities affect your clients and how to explain and implement.

Presenters:

9:10 – 9:40AM

Break

9:40 – 10:30AM

Qualified Opportunity Zones – Advanced Techniques for Building Tax-Free Wealth

Click Here to Access Presentation

The Qualified Opportunity Zone (“QOZ”) program is a new tax incentive available for individuals and businesses who realize capital gains. Greg and Aman will cover the basic mechanics of the QOZ program as well as advanced techniques you and your clients can use to maximize the available financial and tax benefits. Understand why you might want to form your own Qualified Opportunity Fund; how to minimize out of pocket investment and maximize tax elimination; and how to obtain the tax incentives available under this program while minimizing the necessary amount of investment in an opportunity zone.

Presenters:

10:30 – 11:20AM

Competency and Risk – Are you Liable?

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Does liability exist for the planning professional when working with clients that are beginning to lose competency? What are the ethical and moral considerations? What are the tools and understandings that a professional can use to not only identify “slipping competency” but also protect themselves and protect/serve their clients? Michael and Scott will share current techniques, laws, and resources to help us help our clients.

Presenters:

11:20 – 12:10PM

The ABLE Act and SNT Taxation Issues for the Financial/Estate Planning Practitioner

Click Here to Access the Presentation

Click Here to Access Steve Dale’s ABLE Act Resource and Video List

The ABLE Act is a new piece of federal legislation that allows a person who is disabled before the age of 26 set aside up to $15,000 a year in an account that will not count against their needs-based benefits. This presentation will go over the basics of the ABLE Act with examples of how an ABLE Account can be used with a special needs trust. Steve will also cover SNT distribution taxation issues and how this new legislation can present opportunities for the estate and/or financial planning professional to enhance their business.

Presenter:

12:10 – 1:30PM

Sponsored Lunch

Sponsored By:

 

 

 

 

 

1:30 – 2:20PM

What’s Old is New Again – Insurance Planning Under the New Tax Law

Click Here to Access Presentation

Change creates opportunity. With increased exemptions, income tax planning is now the focus for many. Private placement products are gaining a much-needed foothold in the supplemental income market. Lower maximum tax rates for C corporations means utilizing “split-dollar” plans to gain an advantage when securing life and long-term care insurance. Learn what strategies may be the right move in today’s tax environment.

Presenters:

2:20PM – 3:10PM

Essential Estate Planning Considerations During the Divorce Process

Click Here to Access Presentation

What happens to existing estate plans in a divorce? Can clients create new documents with a divorce pending? What happens if a client does nothing? Join a family law attorney and an estate planning attorney as they navigate topics such as joint ownership, wills vs. trusts, beneficiary designations, ATROs, the intersection of the Probate and Family Codes, and other complexities spouses encounter throughout a divorce.

Presenters:

3:10 – 3:30PM

Break

Sponsored By:

Sponsorship
Available

3:30 – 4:20PM

The Ins and Outs of Charitable Gifting In Today’s Worlds

Click Here to Access Presentation

Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. Kim and Christina will share how gifts of real estate to charitable organizations can enhance what the family receives while benefiting worthy charitable causes in meaningful ways -charitable remainder trusts, tax benefits, partial gifts of real estate, gift acceptance policies, etc.

Presenters:

4:20 – 4:30PM

Taking It Home

Steve, Joe, and Shelley will share practical applications of today’s program and how to integrate it into your business to help your clients, team, and cash flow.

Moderators:

5:30 – 11:00PM

Circle of Friends (1970’s Themed) Charity Gala Benefiting Rady Children’s Autism Discovery Institute 

Thanks to All of Our Sponsors

 

Special Thanks to Our Lunch Sponsor

ultimate-estate-planner - LUNCH SPONSOR
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Special Thanks to Our Reception Sponsors

Thanks to All of Our Sponsors