Events

 

 May 12, 2017 



Join Us for San Diego's Most Important Gathering of Financial Executives, CPAs, and Attorneys, Providing a Strategic View on the Trends that Shape Your Clients' Estate and Business Planning as Well as Your Business.

The 2017 Trusts & Estates Symposium (9th Annual) presented by Geiger Law Office P.C.

5 Hours of MCLE or CPE Credit And A Special Discount for Advance Registration

Get a Special Discount Fee of $85.00 by Completing Your Registration by March 1st. Make Your Reservation Now!

To register today call (760) 448-2220 or click on the link below for Eventbrite: 
https://www.eventbrite.com/e/geiger-law-office-2017-trusts-estates-symposium-tickets-31697461962

May 12, 2017

8:30 am – 4:30 pm

Location: Lomas Santa Fe Country Club, 1505 Lomas Santa Fe Drive, Solana Beach, CA 92075


Featured Speakers:

Steve Oshins, J.D., Oshins & Associates LLC

Mr.Oshins is a partner in the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He has been very active in helping get valuable trust and creditor protection laws passed in Nevada. Mr. Oshins received an EPIC Award as Best Young Author from Trusts & Estates Magazine in 1998. He is also a frequent lecturer nationally on advanced estate planning and asset protection techniques, including lecturing at the Heckerling Institute on Estate Planning, the AICPA, NAEPC and other large conferences.

Geoff Seaman, J.D., MBA, Senior Vice President, Century City Private Client Services, City National Bank

Mr. Seaman is Senior Vice President and Senior Private Client Advisor with City National Bank's Private Client Services team, based in the Century City Regional Center. He provides comprehensive wealth management and banking solutions to ultra-high net worth individuals and their families. Mr. Seaman has over 30 years of financial services' experience. He most recently served as Senior Wealth Management Director for BNY Mellon.

David M. Frees, III, J.D., Unruh, Turner, Burke & Frees

Mr.Frees heads the Firm's Trust, Estate and Wealth Preservation Section, and Co-chairs the Elder Law Solutions section of the firm in Pennsylvania.Mr. Frees serves, or has served, on the boards of multiple trust companies and trust committees. He has appeared on National Public Radio (NPR), and is a frequent speaker in the areas of trust and estate planning and administration and communication and presentation skills.

Don Meredith, Tactical Income Inc.

Mr. Meredith is a professional speaker, author, a host on Transition's Radio and has been a financial adviser since 1989.Mr. Meredith founded Tactical Income, Inc.and has created innovative and successful investment strategies for his clients. He has become known for layering investments in a way to maximize income and minimize downside risk.

Trusts & Estates Symposium Agenda:

8:30 – 9:30 am  Registration, Networking, Breakfast Snacks & Coffee

Symposium Topics

Session One: 9:30 – 10:45 am

Steve Oshins, J.D., 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 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 – 11:00 am Networking Break 

Session Two: 11:00 am – 12:15 pm

Geoff Seaman, J.D., MBA, Senior Vice President, Century City Private Client Services, 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 – 1:15 pm Lunch and Presentation by David M. Frees, J.D.: "Success Technologies"

Session Three: 1:15 – 3:00 pm

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 beter 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 – 3:15 pm Networking Break 

Session Four: 3:15 – 4:30 pm  

Don Meredith, Tactical Income Inc.

“How Income Property Owners Can Use A Delaware Statutory Trust For 1031 Exchange To Defer Taxes And Reduce The Burden of Active Management”

Delaware Statutory Trusts (DST's) 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 incomeproducing propertywithout having to realize a capital gain under the 1031 exchange rules. Revenue Ruling (Rev.Ruling 2004-86) permits the DST to own 100% 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.


Event Pricing:

1. $85: for Special Discount Fee of for Registrations Received by March 1st

2. $125: for Registrations March 2nd - April 30th

3. $150: for Late Registration, May 1st - 10th

Take Advantage of the Best Pricing. Make Your Reservation Now!

A Special Thank You to Our Event Sponsors:

  • Richard Muscio, CPA
  • 3 Days To Success
  • Coastal Tax Advisors
  • Geiger Law Office, P.C.