Thursday Insights Registration
March & April

March 2023

March 2 – 8 Myths of Life Insurance Settlements – Debunked!; presented by Lisa Rehburg
We’ve all heard of life insurance settlements by now – and have probably attended a presentation or two.  But have you been able to turn that information into opportunities for both you and your clients?  Of the 500,000 seniors a year whose life insurance policies will lapse, and millions more that will surrender their policies – way too many are walking away with little or nothing.  This presentation will not only show when life insurance settlements can make sense, but highlight case studies, including some unusual and surprising life settlements – that worked for the client, and advisor.  In addition, the presentation will address common misperceptions surrounding life insurance settlements – and the realities of the market.

March 9 – Pre-empted for Orange County EPI Chapter Meeting
Join us for “Exit Planning Case Study Session 1: Opening Conversations with Business Owners;” this session will be led by EPI OC Board Members. For full description and to register, go to: www.SCInstitute.org/EPIOC .

March 16 – The Five Forms of Business Valuations and the Role Each Play in the Exit Planning Process; presented by Melisa Silverman
Whether a business is in growth mode, or they are planning for an exit/succession in the near future, driving for an increase in value will expand the choices for the owner, their team, and their family.  It is just plain good business planning to know the true value of your business.  A good valuation will provide you with a punch list of key risk areas to not only improve the value and attractiveness to buyers, but also increase your bottom line, cause alignment and improved culture, and reduce expectation gaps.  Join Melisa as she shares the five forms of a valuation, what each are used for, the anatomy of a qualified valuation, and how to use it as a punch list to help your business owner expand their choices.

March 23 – Funding: The Critical Role of Advisors; presented by Kate Langmore, Esq. and Danny Wexler, Esq.
Advisors play a critical role in the funding of estates. A collaboration between financial advisors, CPAs, and attorneys helps ensure client goals are achieved and assets are distributed smoothly at death, without unnecessary taxes, fees, and court procedures. In this presentation, Kate and Danny will guide you through the funding process to avoid common mistakes, protect client assets for the next generation, and help ensure they retain your services! 

March 30 – Pre-empted for Strazzeri Mancini LLP and Southern California Institute Team Building Event
Every 5^th Thursday, the Strazzeri Mancini LLP and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.

April 2023

April 6 – Beyond Yellowstone: Advantages of WY Trusts for Your Clients; presented by Marty Oblasser, Esq. and Tassma Powers, Esq.
Using a different jurisdiction for your client’s asset protection and tax planning needs might sound a little “fishy” – but the only thing fishy about Yellowstone or WY is the great fly fishing and maybe the shenanigans of the ranchers in the famous TV series.  Join the dynamic duo of Marty and Tassma as they share the many advantages of the WY trust situs including taxes, private trust companies, asset protection, privacy, decanting, and more.  Understand how your clients can enjoy the benefits of WY without even going fly fishing (but you definitely should!).

April 13 – Pre-empted for Orange County EPI Chapter Meeting
Join us for “Speed Dating Part 2: Always Know Who to Call!;” this session will be led by EPI OC Board Members. For full description and to register, go to: www.SCInstitute.org/EPIOC .

April 20 – Case Study: When Family Business Conflict Stalls Business Succession Planning; presented by Joe Strazzeri, Esq. and Shelley Lightfoot
Ever heard of a family business that is stuck in the mud and not moving forward with their planning because they can’t get past their internal conflict?  One of the most powerful and rewarding ways to help business owners is to facilitate them through the toxicity and re-discover the alignment they once had.  Join Joe and Shelley to learn about the Dover Family – including how they found us, what our initial meetings were like, what the issues were, where they are now, and what their short and long-term plans are to relieve mom and dad from the day to day.  Learn how to identify these opportunities, solve the conflict, and in doing so, gain a fabulous long-term client for you as the trusted advisor.

April 27 – Creating a Team to Establish and Administer a SNT; presented by Stephen Dale, Esq., Herb Thomas, CLFP, and Pete Wall, Director
Special Needs Trusts can be a great vehicle to provide for the needs of a person with a disability. It can also be an effective tax planning vehicle. Steve, Herb, and Pete will share the importance of maintaining a planning and administrative team to effectively serve clients who have loved ones with disabilities.  Understand how you, the trusted advisor, can secure your seat at the table for generations to come.