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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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  • The Gathering 2018 – Marital Deduction Planning in the Current Tax Environment

    $25.00

    Spend a couple of hours with Lew Dymond discussing reflections, considerations, musings, and cogitations on Marital Deduction Planning in light of portability and high applicable exclusion amount.

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

    Presented by Lew Dymond, Esq.

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

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  • Collaboration

    Changing the Dialogue

    $25.00

    Collaboration – often talked about, seldom done well, and mostly boring. Join Joe and Steve in an interactive dialogue as they review how to change the client/advisor conversation; reinforce yourself as a consultant instead of just another sales person; and bring various parties together focusing on clients’ priorities. Increase the probability of a client engagement through financial/legal strategies as well as choosing from client advising, engagement, or partnering practice models.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq. and Stephen Mancini, Esq.

    Click play to watch a short video about ‘Changing the Dialogue’

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