8:00 am – 9:15 am
Final Journey
A practical guide for bringing care and comfort at the end of life. Learn how to help your clients help themselves in planning for the demise of a loved one. This best selling author is back by popular demand to share her experiences on this final journey.
Maggie Callanan, Author
9:15 am – 9:30 am / Questions and Answers
9:30 am – 9:45 am / Break
9:45 am – 10:45 am
Attention All Wealth Transfer Advisors: Watch What You Say in Your Emails!The use of emails has fast become the method of preferred communication with clients and other wealth transfer advisors. Learn what you should and should not say in your emails. Better understand how "Big Brother" has access to all of your emails and how they can be used to undermine any wealth transfer strategy.
John T. Rogers, Jr, Attorney
Peter Iannone, CPA and Forensic Computer Expert
10:45 am – 11:45 am
Current Trends in Life Insurance Planning and Creative Funding SolutionsA walk through in the world of life insurance planning with one of the country's leading experts. Keep abreast of the most current trends while learning basic and advanced methods of planning and funding solutions.
Jon Gallo, Attorney
11:45 am – 12:00 pm / Questions and Answers
12:00 pm – 1:30 pm / Luncheon: Peak Performance for Wealth Transfer Advisors
An exciting opportunity for all wealth transfer advisors to better understand yourself and how to better serve your clients. Learn how to perform to the best of your abilities.
Dr. Kerry L. Johnson
1:30 pm – 2:20 pm / Tracks:
Please make your track selection
Fiduciary Track
Everything You Wanted To Know About Trust Administration and Creative Sub–Trust Funding Solutions
A comprehensive review of the various issues concerning trust administration with an emphasis on funding sub–trusts after the first and second deaths. Learn all the tricks of the trade, complete with case studies, forms and checklists.
David B. Gaw, Attorney
Financial & Tax Track
Powerful Planning Opportunities Using LLCs for Your Client's Business and Real Estate Activities
Review the various tax and design attributes that make LLCs such flexible and powerful planning tools when compared to corporations. The use of multiple classes of member interests, including "profits interests" to compensate service providers and/or to transition ownership of the business, the use of LLCs as a means to avoid many of the limitations applicable to S corporations, the tax and corporate consequences of converting a C corporation to an LLC, and much more will be explored.
Harmon A. Brown, Attorney
Robert R. Pluth, Jr., Attorney
Life Insurance Track
How To Effectively Communicate Complex Life Insurance Funding Solutions to Your ClientsAs an adjunct to Jon Gallo's presentation, this workshop will demonstrate in "layman's" terms how to present and illustrate to your clients a variety of estate planning techniques that can be utilized to either fund large life insurance premiums upfront or as an exit strategy to financed premiums. The workshop will look at a case study to compare if and when you should consider utilizing: premium financing; a net gift transaction; gifts to grantor retained annuity trusts; and sales to "defective" trusts.
Robert J. Kelly, Jr., CFP
Kyle DeVries, CLU
2:20 pm – 2:30 pm / Questions and Answers
2:30 pm – 3:30 pm / Tracks:
Please make your track selection
Fiduciary Track
Words of Wisdom; How To Become a Complete Wealth Transfer AdvisorThis wrap up session will touch upon the many issues addressed throughout the week but will focus on the essentials and secrets of the wealth transfer advisor's client relationship. Learn from this nationally acclaimed speaker with over 40 years experience in what clients really want and expect from their Wealth Transfer Advisors.
Roy M. Adams, Attorney
(Presented Remotely)
Financial & Tax Track
Unique Issues of Like–Kind Exchanges in a Tight Credit Market and New Reporting Requirements for Non US Citizens
Exchanging real property in a tight credit market raises unique and sometimes problematic issues that need to be creatively resolved. Understand what hidden traps are waiting for the unwary and learn about the new reporting requirements for Non–U.S. Citizens.
Jeffrey A. Mannisto, Attorney
Robert N. Duran, Attorney
Life Insurance Track
Exciting New Developments Affecting Planning in the Life Insurance IndustryWith financial regulations and unprecedented changes upon us, learn about the new developments affecting estate and financial planning using life insurance products.
Randy Zipse, Attorney
