7 Steps to a Successful Business Exit
September 8, 2016
Brain Injury and Special Needs Trusts
October 18, 2016
How to Avoid Conflict Before Estate Settlement
$25.00
A client or a client’s family member has just passed away and now the successor trustee must serve as a trustee of the living trust. Are you prepared to handle to myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that the tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addressed the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq.
A client or a client’s family member has just passed away and now the successor trustee must serve as a trustee of the living trust. Are you prepared to handle to myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that the tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addressed the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq.
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Captive Insurance Companies – Opportunities and Hazards
$25.00Too many times promoters try to sell an idea to clients for the wrong purpose, which only drives eventual client dissatisfaction and IRS scrutiny. Although captive insurance companies are often thought of as an income tax strategy, the primary reason to consider and implement a captive insurance company is and must always be the covering of an insurable risk to the client’s primary company. Join Celia and Joe as they discuss appropriate goals and needs of the client, along with the intent of the laws and code sections as they relate to planning for captives.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Celia Clark, Esq. and Stephanie Downer, Esq.
Click play to watch a short video on ‘Captive Insurance Companies – Opportunities and Hazards’
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Behind the Conversation – Full 6 Part Series
$397.00Through-out our teaching courses we often get asked “but how is it really done and what do you say?” With Shelley’s help, the Fellows of the Southern California Institute have boiled down the essence of successful conversations and what is behind them. Join us for an informative and interactive day with Joe and Steve as they guide conversations on six specific subjects to help you attract, engage, and work with affluent families and business owners.
EXPECTATION MARKETING – setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings
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CURIOSITY – the key to client understanding, comfort, and planning
THE POWER OF PARABLES – being vulnerable to help others see
CLIENT FACILITATION – listening, restating, understanding, and guiding toward their Summary to Action
CLIENT PARTNERING – applying “what’s behind it counseling” and rapport for deeper commitments
(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the presentations.)
Presented by Joseph J. Strazzeri, Esq.
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California Forum for Attorneys – Full 6 Part Series
$120.00This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.
(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn. CFP®, MEd and Nick GardnerYour Client Will Run Out of Money Without Proper Distribution Planning
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Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
