The Gathering 2018 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business
March 23, 2018The Gathering 2018 – Marital Deduction Planning in the Current Tax Environment
March 23, 2018The Gathering 2018 – Understanding Elder Financial Abuse – Helping Families
$25.00
This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer
Click here to see the Gathering Agenda with the list of the presentations and presenters.
This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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$25.00Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to watch a short video about ‘ElderCounsel’
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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