| Asset Protection Planning: Some Insights and Marketing Tips |
Wealth Counsel-Michigan Forum |
2010 |
| Estate and Business Planning Firm Marketing: Some Tips, Considerations and Observations |
The Rainmaker Retreat: Jeff Matsen Edition for Estate Planning and Business Attorneys |
2010 |
| The Strategies, The Implementation, The Marketing |
The Gathering 2010-San Diego |
2010 |
| Asset Protection: Why Go Offshore |
Strazerri/Mancini |
2010 |
| Use of Modular and Multi-Layer Structures as Barriers to Claims of Future Creditors |
STEP (Society of Trust and Estate Practitioners) 3rd Annual Pacific Rim Conference |
2010 |
| Rights of Creditors Against Partnerships and LLCs |
STEP (Society of Trust and Estate Practitioners) 3rd Annual Pacific Rim Conference |
2010 |
| Developing Asset Protection in your Practice |
Southern California Institute |
2010 |
| Attracting and Working with Asset Protection Clients |
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA) |
2010 |
| Asset Protection Ethics & Fraud |
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA) |
2010 |
| Asset Protection Case Studies |
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA) |
2010 |
| Asset Protection Continuum-Part 2 |
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA) |
2010 |
| Asset Protection Continuum-Part 1 |
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA) |
2010 |
| Understanding Asset Protection from a Client Prospective |
Sothern California Institute-Certified Asset Protection Advisor Series (CAPA) |
2010 |
| The Foreign Asset Protection Trust |
Pepperdine University School of Law Symposium |
2010 |
| Domestic or Foreign Asset Protection |
National Business Institute-Teleconference |
2010 |
| Using Business Entities to Shield Assets |
National Business Institute-Teleconference |
2010 |
| Asset Protection Basics-Goals and Approaches |
National Business Institute-Teleconference |
2010 |
| LLC MEMBER LIABILITY V. CORPORATION (SHAREHOLDER) LIABILITY |
National Business Institute-Telecast |
2010 |
| Using LLCs Effectively: Why Limited Liability Companies? |
National Business Institute-National Live Video Webcast |
2010 |
| Using LLCs Effectively: Use of LLCs For Asset Protection Planning |
National Business Institute-National Live Video Webcast |
2010 |
| Using LLCs Effectively: The LLC v. the S Corp.: Who Wins? |
National Business Institute-National Live Video Webcast |
2010 |
| Using LLCs Effectively: Operating Procedures |
National Business Institute-National Live Video Webcast |
2010 |
| Using LLCs Effectively: Fully Using Tax Advantages |
National Business Institute-National Live Video Webcast |
2010 |
| Using LLCs Effectively: Compliance Issues |
National Business Institute-National Live Video Webcast |
2010 |
| Using LLCs Effectively: Advantageous Uses Of LLCs |
National Business Institute-National Live Video Webcast |
2010 |
| Comprehensive Planning with Asset Protection Trusts & Related Documents: Use of LLCs & LPs in Asset Protection Planning |
National Business Institute-National Live Video Webcast |
2010 |
| Comprehensive Planning with Asset Protection Trusts & Related Documents: The Limitations; Creditors Rights & Remedies & marital Planning & Jointly Held Property |
National Business Institute-National Live Video Webcast |
2010 |
| Comprehensive Planning with Asset Protection Trusts & Related Documents: The Foreign Asset Protection Trust |
National Business Institute-National Live Video Webcast |
2010 |
| Comprehensive Planning with Asset Protection Trusts & Related Documents: Introduction to Domestic Asset Protection Trusts |
National Business Institute-National Live Video Webcast |
2010 |
| Comprehensive Planning with Asset Protection Trusts & Related Documents: Introduction to Asset Protection Planning |
National Business Institute-National Live Video Webcast |
2010 |
| Comprehensive Planning with Asset Protection Trusts & Related Documents: Implementing and Processing the Asset Protection Trust and Plan |
National Business Institute-National Live Video Webcast |
2010 |
| What Every Advisor Should Know About Asset Protection Planning |
NAIFA/SFSP Breakfast Meeting- Grand Rapids Michigan |
2010 |
| JUST WHAT THE DOCTOR NEEDED: “Multi-Tiered Systematic Approach For Implementing, Estate Planning And Asset Protection Services For Physicians And Dentists” |
Lunch and Learn HANC- Grand Rapids Michigan |
2010 |
| What Every Advisor Should Know About Asset Protection Planning |
Krasa seminars-Carmel |
2010 |
| Asset Protection Planning Explained |
Krasa seminars-Carmel |
2010 |
| What Every Advisor Needs to Know About Asset Protection |
Hartford Life, Advisor group |
2010 |
| A Primer For Physicians, Business Owners and Investors |
HANC Breakfast Meeting-Grand Rapids Michigan |
2010 |
| What Every Attorney and Advisor Should Know About Asset Protection Planning |
Glendale Bar Association Spring Seminar |
2010 |
| What Every Advisor Should Know About Asset Protection Planning |
American Cancer Society Meeting-Grand Rapids Michigan |
2010 |
| JUST WHAT THE DOCTOR NEEDED: “Multi-Tiered Systematic Approach For Implementing, Estate Planning And Asset Protection Services For Physicians And Dentists” |
Advisors Forum-National Live Webinar |
2010 |
| CAPTIVES AND WEALTH TRANSFER AND ESTATE PLANNING |
2010 Western Region Captive Insurance Conference |
2010 |
| Just What the Doctor Needed - What Every Physician Should Know About Asset Protection and Risk Management Planning |
2010 CSAAI (California Society of Allergy, Asthma & Immunology) Annual Meeting-San Francisco |
2010 |
| Asset Protection, Why Go Offshore? |
Wealth Strategies Counsel-Clients |
2009 |
| Asset Protection, Why Go Offshore? |
Wealth Strategies Counsel-Advisors |
2009 |
| Asset Protection Planning |
Wealth Counsel-National Teleconference |
2009 |
| Asset Protection Planning :The Implementation and The Marketing |
Wealth Counsel-National Symposium-Chicago |
2009 |
| Asset Protection Planning : The Do’s and The Don’ts |
Wealth Counsel-National Symposium-Chicago |
2009 |
| Comprehensive Planning with Asset Protection Trusts and Related Documents: Use of LLCs & LPs in Asset Protection Planning |
Wealth Counsel-National Educational Event-Atlanta |
2009 |
| Comprehensive Planning with Asset Protection Trusts and Related Documents: Understanding and Drafting the Domestic Asset Protection Trust Documents – The Irrevocable Income Only Asset Protection Trust |
Wealth Counsel-National Educational Event-Atlanta |
2009 |
| Comprehensive Planning with Asset Protection Trusts and Related Documents: Understanding and Drafting the Domestic Asset Protection Trust |
Wealth Counsel-National Educational Event-Atlanta |
2009 |
| Comprehensive Planning with Asset Protection Trusts and Related Documents: The Limitations |
Wealth Counsel-National Educational Event-Atlanta |
2009 |
| Comprehensive Planning with Asset Protection Trusts and Related Documents: The Foreign Asset Protection Trust |
Wealth Counsel-National Educational Event-Atlanta |
2009 |
| Comprehensive Planning with Asset Protection Trusts and Related Documents: Introduction to Domestic Asset Protection Trusts |
Wealth Counsel-National Educational Event-Atlanta |
2009 |
| Comprehensive Planning with Asset Protection Trusts and Related Documents: Introduction to Asset Protection Planning |
Wealth Counsel-National Educational Event-Atlanta |
2009 |
| Comprehensive Planning with Asset Protection Trusts and Related Documents: Implementing and Processing the Asset Protection Trust and Plan |
Wealth Counsel-National Educational Event-Atlanta |
2009 |
| Asset Protection Planning: Some Insights and Marketing Tips |
Wealth Counsel- Massachusetts Forum-Boston |
2009 |
| Asset Protection Planning: Some Insights and Marketing Tips |
Wealth Counsel - San Diego |
2009 |
| Utilizing Captive Insurance Companies as Wealth Transfer Vehicles |
State of Nevada Department of Business and Industry Division of Insurance-Nevada Captive Insurance Convention-Las Vegas |
2009 |
| Advantageous Uses of LLCs |
National Business Institute-Oxnard |
2009 |
| Sub S and LLCs: The Series LLC and Drafting the Series Operating Agreement |
National Business Institute-National Live Video Webcast |
2009 |
| Sub S and LLCs: The LLC v. the S Corp.: Who Wins? |
National Business Institute-National Live Video Webcast |
2009 |
| Sub S and LLCs: The Basics of Sub S Corps |
National Business Institute-National Live Video Webcast |
2009 |
| Sub S and LLCs: The Basics of LLCs |
National Business Institute-National Live Video Webcast |
2009 |
| Sub S and LLCs: Setting Up and Organizing the Sub S Corporation |
National Business Institute-National Live Video Webcast |
2009 |
| Sub S and LLCs: Setting Up and Organizing the LLC |
National Business Institute-National Live Video Webcast |
2009 |
| Sub S and LLCs: Key Issues Impacting Business Entity Selection |
National Business Institute-National Live Video Webcast |
2009 |
| Sub S and LLCs: Advantageous Uses of the LLC, The Use of LPs and LLCs in Asset Protection Planning |
National Business Institute-National Live Video Webcast |
2009 |
| Asset Protection Fundamentals |
National Business Institute-National Live Teleconference |
2009 |
| The Nuts and Bolts of Probate, Estate and Trust Administration |
National Business Institute-National Live Teleconference |
2009 |
| An Attorneys Guide to Asset Protection |
National Business Institute-National Live Teleconference |
2009 |
| LLC VS. A CORPORATION: Principal Non-Tax Differences |
National Business Institute-Los Angeles |
2009 |
| LLC OR INC. ENTITY SELECTION FOR SMALL TO MEDIUM SIZE BUSINESS: Advanced Issues in Business Entity Selection |
National Business Institute-Los Angeles |
2009 |
| LLC VS. A CORPORATION: Principal Non-Tax Differences |
National Business Institute-Irvine |
2009 |
| LLC OR INC. ENTITY SELECTION FOR SMALL TO MEDIUM SIZE BUSINESS: Advanced Issues in Business Entity Selection |
National Business Institute-Irvine |
2009 |
| Cutting Edge Asset Protection: SKILLS AND TECHNIQUES INTRODUCTION |
National Business Institute-Irvine |
2009 |
| Cutting Edge Asset Protection: ASSET PROTECTION PLANNING USE OF LLCs AND LLPs |
National Business Institute-Irvine |
2009 |
| Advantageous Uses of LLCs |
National Business Institute-Irvine |
2009 |
| Setting Up Offshore Asset Protection Structures |
Global Consultants and Services Limited-Cook Islands |
2009 |
| What Every Advisor Should Know About Asset Protection Planning |
Eagle & Selden-New York |
2009 |
| Asset Protection: Why Go Offshore |
Eagle & Selden-New York |
2009 |
| Fundamental Estate Planning Considerations |
Dignity-Pacific View |
2009 |
| Asset Protection Planning |
Dignity-Our Office |
2009 |
| Asset Protection Planning |
Dignity- Westminster |
2009 |
| Fundamental Estate Planning Considerations |
Dignity- Westminster |
2009 |
| Asset Protection Planning |
Dignity- Pacific View |
2009 |
| Fundamental Estate Planning Considerations |
Dignity- Our office |
2009 |
| Fundamental Estate Planning Considerations |
Dignity Staff Instruction |
2009 |
| Asset Protection Planning |
California Bar Association Continuing Education Seminar-San Francisco |
2009 |
| Asset Protection Planning: Use of LLCs and LPs |
California Bar Association Continuing Education Seminar-Los Angeles |
2009 |
| What Every Advisor Should Know About Asset Protection Planning |
Bernstein Financial Consultants-New York |
2009 |
| JUST WHAT THE DOCTOR ORDERED: "Marketing and Implementing Estate and Asset Protection Planning To And For Physicians” |
Advisors Forum-National Live Webinar |
2009 |
| Asset Protection Planning |
Wealth Strategies Counsel-AP Seminar |
2008 |
| Business Exit and Succession Planning |
Wealth Strategies Counsel |
2008 |
| Strategic Business Planning – Surviving 2008! |
Wealth Strategies Counsel |
2008 |
| Protect and Preserve Your Life's Work |
Wealth Strategies Counsel |
2008 |
| Asset Protection Planning For Doctors and Other High Net Worth Individuals |
Wealth Counsel-National Symposium-San Antonio |
2008 |
| Practical Asset Protection Strategies for Business Owners and Professionals |
Wealth Counsel-National Live Webinar |
2008 |
| THE USE OF LIMITED PARTNERSHIPS (“LPs) AND LIMITED LIABILITYCOMPANIES ("LLCs") IN ASSET PROTECTION PLANNING |
Wealth Counsel-Asset Protection Seminar |
2008 |
| LLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Estate Planning |
National Business Institute-Pasadena |
2008 |
| LLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Asset Protection |
National Business Institute-Pasadena |
2008 |
| LLC Trends and Developments: Recent Trends & Developments in LLCs |
National Business Institute-Pasadena |
2008 |
| LLC Trends and Developments: Impacts of State Laws on LLCs |
National Business Institute-Pasadena |
2008 |
| Advantageous Uses of LLCs |
National Business Institute-National Webcast |
2008 |
| Advanced LLC Issues |
National Business Institute-Los Angeles |
2008 |
| Helping your Client Select the Best Business Entity Option |
National Business Institute-Los Angeles |
2008 |
| Advanced LLC Issues |
National Business Institute-Irvine |
2008 |
| Helping your Client Select the Best Business Entity Option |
National Business Institute-Irvine |
2008 |
| LLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Estate Planning |
National Business Institute-Irvine |
2008 |
| LLC Trends and Developments: Use of Limited Partnerships & Limited Liability Companies in Asset Protection |
National Business Institute-Irvine |
2008 |
| LLC Trends and Developments: Recent Trends & Developments in LLCs |
National Business Institute-Irvine |
2008 |
| LLC Trends and Developments: Impacts of State Laws on LLCs |
National Business Institute-Irvine |
2008 |
| Key Issues Impacting Entity Selection |
National Business Institute Seminars |
2008 |
| TRUSTS, WILLS and POAs:The Basic MUST-HAVE Estate Planning Tools “Explained” |
Dental Association -San Francisco |
2008 |
| Asset Protection Planning |
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs |
2008 |
| Trusts and Asset Transfers |
Breakwater Real Estate Group |
2008 |
| Supercharging Your Estate Plan |
Wealth Startegies Counsel |
2007 |
| Limited Liability Companies: FOUNDATIONAL DRAFTING CONCEPTS |
Wealth Counsel |
2007 |
| HOW TO PREVENT FINANCIAL CAVITIES AND PRESERVE, PROTECT AND EFFECTIVELY TRANSFER YOUR ASSETS TO FUTURE GENERATIONS |
The California Dental Society |
2007 |
| Advanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Estate Planning |
National Business Institute-Los Angeles |
2007 |
| Advanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Asset Protection |
National Business Institute-Los Angeles |
2007 |
| Advanced LLC Issues: Limited Liability Companies |
National Business Institute-Los Angeles |
2007 |
| Family Limited Partnerships in Estate Planning and Asset Protection |
National Business Institute-Los Angeles |
2007 |
| Uses of LLCs as a Framework for Success THE USE OF LIMITED PARTNERSHIPS (“LPs”) AND LIMITED LIABILITY COMPANIES (“LLCs”) IN ASSET PROTECTION PLANNING |
National Business Institute-LLC's-Los Angeles |
2007 |
| Essential Skills for Drafting LLC Agreements: Foundational Drafting Concepts |
National Business Institute-LLC's-Irvine |
2007 |
| Uses of LLCs as a Framework for Success THE USE OF LIMITED PARTNERSHIPS (“LPs”) AND LIMITED LIABILITY COMPANIES (“LLCs”) IN ASSET PROTECTION PLANNING |
National Business Institute-LLC's-Irvine |
2007 |
| Advanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Estate Planning |
National Business Institute-Irvine |
2007 |
| Advanced LLC Issues: Use of Limited Partnerships & Limited Liability Companies in Asset Protection |
National Business Institute-Irvine |
2007 |
| Advanced LLC Issues: Limited Liability Companies |
National Business Institute-Irvine |
2007 |
| Family Limited Partnerships in Estate Planning and Asset Protection |
National Business Institute-Irvine |
2007 |
| Advanced Estate Planning and Asset Protection Techniques |
National Business Institute-Beverly Hills |
2007 |
| An Attorneys Guide to Asset Protection |
National Business Institute-AP-San Bernardino |
2007 |
| An Attorneys Guide to Asset Protection |
National Business Institute-AP-Pasadena |
2007 |
| An Attorneys Guide to Asset Protection |
National Business Institute- AP-Irvine |
2007 |
| Business Assets & Charitable Giving: Brief Introduction to Asset Protection Planning |
LDS Philanthropic Conference |
2007 |
| Lawyering in the International Market: International Trusts and Business Entities |
Center For International Legal Studies-BC Canada |
2007 |
| A Guide for American Lawyers Teaching In European Law Schools |
Center for International Legal Studies |
2007 |
| Domestic Asset Protection Planning Advanced Course Study |
California Bar Association Continuing Education Seminar-Los Angeles |
2007 |
| Domestic Asset Protection Revisited: Use of Legal Entities – LPs and LLC’s |
California Bar Association Continuing Education Seminar-Los Angeles |
2007 |
| Domestic Asset Protection Planning Advanced Course Study |
California Bar Association Continuing Education Seminar-Garden Grove |
2007 |
| Series LLCs |
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs |
2007 |
| Representing The Small Business Owner |
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs |
2007 |
| Multi-Generational Planning Tools |
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs |
2007 |
| LLC v. the S Corp.: Who Wins? |
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs |
2007 |
| Helping your Client Select the Best Business Entity Option |
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs |
2007 |
| Fundamental Estate Planning Considerations |
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs |
2007 |
| Factors Involved in selecting the LLC as the Proper Business Entity |
Business, Estate, & Asset Protection Planning BOOT CAMP for Advisors & CPAs |
2007 |
| HOW TO PREVENT FINANCIAL MELTDOWN AND PRESERVE, PROTECT AND EFFECTIVELY TRANSFER YOUR ASSETS TO FUTURE GENERATIONS |
Asset Protection-Florida CPAs-Tampa |
2007 |
| Advanced LLC Issues: When to Use LLCs and Why |
National Business Institute-Los Angeles |
2006 |
| Advanced LLC Issues: Utililization of LLCs in Estate Planning |
National Business Institute-Los Angeles |
2006 |
| Advanced LLC Issues: The New "Series" LLCs |
National Business Institute-Los Angeles |
2006 |
| Advanced LLC Issues: Asset Protection Utilizing LLCs |
National Business Institute-Los Angeles |
2006 |
| Advanced LLC Issues: When to Use LLCs and Why |
National Business Institute-Irvine |
2006 |
| Advanced LLC Issues: Utililization of LLCs in Estate Planning |
National Business Institute-Irvine |
2006 |
| Advanced LLC Issues: The New "Series" LLCs |
National Business Institute-Irvine |
2006 |
| Advanced LLC Issues: Asset Protection Utilizing LLCs |
National Business Institute-Irvine |
2006 |
| Asset Protection Planning: Bullet Proofing Techniques For Attorneys |
National Business Institute-AP-LA |
2006 |
| Asset Protection Planning: Bullet Proofing Techniques For Attorneys |
National Business Institute-AP-Irvine |
2006 |
| Asset Protection Planning: Use of LLCs and LPs |
National Business Institute- LLC Seminar-Los Angeles |
2006 |
| Asset Protection Planning: Use of LLCs and LPs |
National Business Institute- LLC Seminar-Irvine |
2006 |
| The Ins and Outs of Limited Liability Companies in California |
National Business Institute Seminars |
2005 |
| Better Asset Protection Planning: Understanding the Theory Behind the Methodologies |
National Business Institute |
2005 |
| Joint or Concurrent Ownership of Property: Utilizing Family Limited Partnerships as an Asset Protection Tool |
National Business Institute |
2005 |
| Joint or Concurrent Ownership of Property: Use of Trusts in Asset Protection Planning |
National Business Institute |
2005 |
| Joint or Concurrent Ownership of Property: The Process of Retitling Assets |
National Business Institute |
2005 |
| Joint or Concurrent Ownership of Property: Maximizing the Use of Family Limited Partnership in Estate Planning |
National Business Institute |
2005 |
| Choice of Business Entity |
National Business Institute |
2004 |
| Asset Protection Techniques |
National Business Institute |
2003 |
| A Primer on S-Corporations: Tax and Non-Tax Issues |
Lorman Education Services-Pasadena |
2003 |
| Partnerships, LLCs & LLPs: Organization & Operations |
Lorman Education Services-Los Angeles |
1999 |
| Estate Asset Protection Planning: Emerging Issues |
California Bar Association Continuing Education Seminar |
1999 |
| California Sales & Use Tax: An Overview & update |
Lorman Education Services-Costa Mesa |
1997 |
