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  • The Gathering 2018 – The Complete Package

    $300.00

    Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • The Gathering 2018 – Nevada Trusts in 2018: The NOST, NING, IGIT, & BDIT

    $25.00

    Jeff and Rebecca will discuss the advisability, applicability and benefits of creating Nevada Trusts for asset protection, estate tax minimization, and state income tax avoidance. The discussion will include the use of Nevada Domestic Asset Protection Trusts (also known as Nevada On Shore Trusts or “NOSTs”), Nevada Incomplete Gift Non-Grantor Trusts (“NINGS”), Intentionally Defective Grantor Irrevocable Trusts (“IDGTs” or “IGITs”), and Beneficiary Defective Irrevocable Trusts (“BDITs”). In addition, there will be a discussion regarding the California Uniform Voidable Transactions Act (“UVTA”) and its potential impact on Nevada Trusts for California residents.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Jeffrey Burr, Esq. and Rebecca Haines, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Asset Protection

    Making Asset Protection Less Complicated and Better for the Client

    $25.00

    So, is asset protection a primary concern for today’s client – or is it just hype – or is it misunderstood? Join Jeff and Joe as they demystify understanding how to identify the appropriate clients, assets, and jurisdictions that keep the current advisors involved and more simply protect a client’s family and their assets. Review the four categories of choices in today’s onshore and offshore world.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Jeff Burr, Esq. and Joseph Strazzeri, Esq.

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  • Asset Protection

    Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants

    $25.00

    You’re helping your wealthiest clients plan for their future, but how can you help protect them without taking on too much liability yourself? 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 secure a seat at the table for generations by pulling the curtain back to expose the Wizard of Oz – be a hero in front of your clients, tell them the truth about “no load” mutual funds, paying fees only for results, and help those with piles of muni bonds avoid the train wreck. 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.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

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

    Click play to watch a short video about ‘Secrets from the Board Room – Trusts & Public Mutual Funds for Accountants’

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