TAX, TRUSTS AND ASSET PROTECTION STRATEGIES CONFERENCE

Date: Friday, September 26, 2008
Time: 9:00-12:00 Marriott
Newport Beach Hotel
900 Newport Center Drive
Newport Beach, CA 92660

Description:
This conference is designed for the individual concerned about their taxes, estates and asset protection. The topics expose you to an integrated planning process for your legal, tax and wealth management needs.

Topics covered include the following:

• The Revocable Living Trust – The Why, What and How

• Using A-B, A-B-C, QTIP, and QDOT Trusts for married couples

• The probate and conservatorship problems and the resolution

• 37%-45% estate taxes and solutions to eliminate these taxes

• Privacy, Control and Protection of your Estate for your family

• The use of Dynasty Trusts to protect family wealth, real estate & business interests

• Irrevocable Life Insurance Trusts to protect life insurance from estate taxes

• “Family” Partnerships and Estate discounting to reduce estate tax

• Achieving a 50% increase in the $12,00 annual gift exclusion

• Strategic Charitable Trusts that avoid income tax, capital gain tax and estate tax

• Wealth Accumulation Trusts & Income Savings Trusts to minimize federal and state taxes

• Using Irrevocable Grantor Trusts to shift large estates without estate taxation

• Qualified Personal Residence Trusts to safely transfer your home
• Protecting your family and assets from the risks of lawsuits

• Using limited partnerships and limited liability companies to safely hold real estate or other investments

• Utilization of a Strategic Tiered LLC Structure for asset protection

• The new Delaware Personal Residence LLC

• U.S. Domestic Asset Protection Trusts

• Offshore Asset Protection Trusts and Foreign Asset Protection Companies

• Understanding the uses and limitations of insurance