Asset Protection Strategies of 2017

                                                     

          

                                                                          

                                     Join Us to Learn the Asset Protection Strategies of 2017

 

                                                                        

 

On September 28th, Geiger Law Office, P.C. and Asset Preservation Strategies, Inc. will host a CLE event on The Asset Protection Strategies of 2017. There will be two sessions for the CLE: 11:15 am and 5:30 pm. The location for both sessions will be at: Carlsbad City Library in La Costa (In the Meeting Room), 1775 Dove Lane, Carlsbad, CA 92011

Session 1:  11:15 am – 11:30 am, Registration

  11:30 am – 12:30 pm, Lunch and Presentation

 

Session 2:  5:30 pm – 6:00 pm, Registration

             6:00 pm – 7:00 pm, Refreshments and Presentation

We invite you and your clients who would like to learn more about asset protection and estate planning strategies to attend. Our speakers, Brenda Geiger, J.D. and Gregory Banner, CFP ®, CLU ®, CRTP are experts in their fields with many years of experience and are happy to share their knowledge and experience. The topics they will be discussing are:

  • Using Wyoming LLC’s to protect Real Estate (Brenda Geiger, J.D.)
  • Continuing Trusts to Protect Beneficiaries (Brenda Geiger, J.D.)
  • Protecting Other Assets from a Piercing of the Corporate Veil (Brenda Geiger, J.D.)
  • Protecting Equities with Domestic Asset Protection Trusts (Brenda Geiger, J.D.)
  • Offshore Asset Protection Trusts (Brenda Geiger, J.D.)
  • Protecting a Child’s IRA Inheritance with a Retirement Plan Trust (Brenda Geiger, J.D.)
  • Self-Directed IRA’s and Asset Protection (Gregory Banner and Brian Davis)

 

Seating is limited and these events will fill up fast. If you would like to attend, please RSVP to Lisa Logee today. You can call her at (760) 448-2220, or email her at Lisa@Geigerlawoffice.com to reserve your seat or that of a client. Be sure to let her know which session you would like to attend and for how many guests. We look forward to seeing you there!

 

 

 

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