Seats are filling up fast for our upcoming Trusts & Estates Symposium at the University of San Diego. The Symposium will feature three prominent wealth planning attorneys from across the country as our speakers: Richard Oshins, Keith Davis and Diedre Wachbrit Braverman. The Symposium is planned for a half day attendance from 9:30am to 2:00pm with CPE and CFP credits available. Our first speaker will include Richard Oshins, an expert in Dynasty Trust Planning and Asset Protection. Richard is the founding partner of the law firm Oshins & Associates in Nevada. Richard is a sought after speaker for his expertise and he is the creator of the BDIT trust (Beneficiary Defective Inheritors Trust). This type of trust provides asset protection to the transferor but gives the added control over the assets of the trust to the transferor that other types of asset protection vehicles fail to provide. Come learn more about this exciting wealth planning tool.

Also on board for the Symposium is Keith Davis from Colorado. Keith not only holds a J.D. but is also a CPA and has an LLM in tax. Keith is a seasoned tax and wealth planning professional with a very successful practice in Colorado. He is also an instructor for WealthCounsel where he teaches other wealth planning attorneys the latest in estate planning, tax planning and business succession planning.

Last but certainly not least, we have Diedre Wachbrit Braverman with us for the Symposium. Diedre is an expert in trust planning, special needs planning and asset protection planning. She is a frequent speaker (including speaking for WealthCounsel) and has authored a CEB treatise on special needs planning for the California State Bar.

To RSVP now, download our registration form at http://tinyurl.com/GeigerLaw or email barbara@geigerlawoffice.net