Immigration for Business Owners, Real Estate Owners, and Family Members
February 27, 2018
The Gathering 2018 – Private Fiduciaries and Trust Companies – What to Consider from a Client’s Point of View as well as the Advisor’s
March 22, 2018
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00
Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
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Family Businesses: Where Are you Going and How Will You Get There?
$25.00One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVAQ, SBA, CMEA and Jeffrey Kates
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Planning for the 4th Quarter of Your Client’s Life
$0.00Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Valerie Peterson, JD and Scott Stewart, Esq.
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Long Term Care Planning Book
$0.00Many Californians are concerned about the “new” changes to the Medi-Cal program. They have heard all sorts of things about those changes, some fact and many fiction. Many Californians believe that it is now virtually impossible to get the benefits that they are entitled to receive. For many Californians this could not be further from the truth. Not only do these benefits continue to exist but more people than ever can qualify for help.
This Book should answer any questions you have while dealing with elder care.
