On May 12, 2017, we are hosting our 9th annual Trusts & Estates Symposium at the Lomas Santa Fe Country Club located at 1505 Lomas Santa Fe Dr., Solana Beach, CA 92075
Agenda (MCLE credit pending approval)
8:30 – 9:30am: Registration, Networking and Breakfast Snacks
Session One: 9:30 – 10:45am
Steve Oshins, Oshins & Associates, LLC: The Top 10 Overlooked Asset Protection Ideas That Will Help You Better Plan to Protect Your Clients in 2017. If you are not discussing how to protect your clients and their assets from outside legal risks, you are not only hurting your clients, but you are hurting your business. In this session, Mr. Oshins will speak on the top 10 strategies he and the other attorneys in his law firm implement to plan in advance and firewall their clients from losing it all in the event of a lawsuit, divorce, bankruptcy or other creditor risk.
10:45 – 11:00am: Networking Break
Session Two: 11:00 – 12:15pm
Geoff Seaman, J.D., MBA, Senior Vice President, City National Bank: How an Asset Swap Between Your Client and Their Irrevocable Trust Can Leverage the § 1014 Step-Up in Basis. If you have clients who in the past have transferred property to an irrevocable grantor trust, their heirs may be faced with a low basis problem when these trusts go to sell those assets. Mr. Seaman will be discussing strategies for helping the families you serve with advanced income tax and estate planning to address this and other issues.
12:15 – 1:15pm Lunch Presentation – David M. Frees: Success Technologies
Session Three: 1:15 – 3:00pm
David M. Frees, III, J.D., Unruh, Turner, Burke & Frees – Adding Family Meetings to Your Practice: Better Results, Happier Clients, and More Referrals. Provide even better client service to your existing clients and add more revenue to the bottom line. Mr. Frees will describe how he does this in his high-end boutique estate planning practice in Pennsylvania.” Bonus Topic: Business development - Practice Force Multipliers: How Interrogators, Special Forces Operators, and Hostage Negotiators Would Build a Profitable Business
3:00 – 3:15pm Networking Break
Session Four: 3:15 – 4:30pm
Don Meredith, Tactical Income Inc.: How Income Property Owners Can Use a Delaware Statutory Trust for 1031 Exchange to Defer Taxes. Delaware Statutory Trusts (DSTs) allow owners of appreciated assets to sell those assets to this special type of trust in exchange for an undivided fractional interest in some other form of income producing property without having to realize a capital gain under the 1031 exchange rules. Revenue Ruling (Rev. Ruling 2004-86) permits the DST to own 100 percent of a fee-simple interest in underlying real estate and may allow up to 100 investors -- sometimes more -- to participate as beneficial owners of the property.