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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

    And the Winner Is . . . Nevada?

    $25.00

    Nevada is a top tier jurisdiction when it comes to asset protection and trust planning . . . WHY IS THIS? This presentation will address key advantages of Nevada jurisdiction and laws, including asset protection strategies, tax environment, and dynastic planning. Attorneys, financial advisors, CPAs, and other key client advisors will learn how to help clients reach their planning goals while growing their own practices and profitability.

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

    Presented by Jeffrey Dunham and Jeffrey Burr, Esq.

    Click play to watch a short video about ‘And the Winner Is … Nevada?’

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