Inciting Passion With Creative, Cutting-Edge Estate Planning
My colleagues and I have been building a successful estate planning, charitable planning, tax planning and asset protection practice in Las Vegas since 1994. I also frequently speak at conferences, seminars and in continuing education sessions around the vision of “Forming Alliances” and “Planning for Life” within the estate planning industry, throughout Nevada and across the United States.
My passion for customized estate planning and proven strategies comes across powerfully as I inform audiences consisting of a variety of professions and backgrounds on methodologies, tools of the practice and encouraging clients’ informed decision-making.
In my more comprehensive presentations, keynote speeches and continuing educational seminars, I include topics of:
- Controlling property while you are able
- Disability issues
- Controlled giving to “whom, when, what and where”
- Avoiding tax if possible
- Customization of estates and trusts
- Assisting clients in knowing what to look for when hiring estate planning professionals
- Individual and corporate taxation
- Estate and gift taxation
- Wills and trusts
- Accounting for lawyers
I began my legal career in 1990, obtained certified public accountant (CPA) certification in Illinois only in 1990, obtained a Master of Laws (LL.M.) in taxation in 1991 and in entertainment and media law in 2016. I am also the author and co-author of five books on estate planning.
Current And Past Seminar And Keynote Partners
|Bank of America
|Arthritis Foundation — keynote
|National Institute for Estate Planners
|State Farm — Las Vegas
|Allstate — Reno/Las Vegas
|The Meadows School Board of Trustees
|WMA — Las Vegas/Reno
|American Cancer Society
|Mutual of Omaha — Las Vegas/Reno
|University of Phoenix
|Community College CE — Accountants
|Las Vegas Gama — for Insurance Managers
|Reno Bankers Association — keynote
|AG Edwards — keynote
|American General Insurance
|Lincoln Financial Distributors
|NAIFA — keynote
|Sun City Anthem — Investment Club
|Sutro & Co.
|Country Insurance Companies
|Waddell & Reed, Inc.
|GE Capital — Richmond, Virginia
|Chavez & Koch CPA Firm
|U.S. Trust, Bank of America — Private Wealth Management
|Foresters Life Insurance