Next Event

1. Arizona Forum Meeting

   Date: 10/15/2010

   Time: 9:00 a.m. - 4:30 p.m.

   Location: Scottsdale , AZ

   Price: $50.00

   Doubletree Paradise Valley

   5401 N. Scottsdale Rd., Scottsdale, Arizona, 85250 Group rate: $159.  For reservations: 1-800-222-8733, cutoff date Sep 28, 2010.

   - $50 fee waived for RLT attendees

   Agenda

   9:00 - 9:10      Welcome Message from Mark Bregman

   9:10 – 11:30  Asset Protection: Practical Planning and Drafting with LLCs, Cecil Smith, JD and  Carol Gonnella, JD.  This session will cover the critical provisions that need to be included in an LLC's Operating Agreement in order for the LLC to provide maximum asset protection.  They will also discuss the critical provisions that need to be in the state statutes in which the LLC was formed.  They will also cover how LLCs can be utilized in an estate plan to protect a client's primary personal residence, second residence, farms & ranches, brokerage accounts, CDs, individually held stocks & bonds, family business, rental properties and how all of this asset protection can now be obtained in a single-member LLC as well as a multi-member LLC.  This session will show you how planning with LLCs and DAPTs will turn into a great profit center for your practice.  The session will wind up with a discussion about protecting the income stream from an LLC by having a Domestic Asset Protection Trust own the LLC units.  

   11:30 – 1:00 Lunch and Forum Business Planning Meeting

   1:00 – 2:30    Developing Client Maintenance Programs, Vincent Bonazzoli, JD.  When a client retains an estate planning attorney to not just design and implement an estate plan, but also to maintain it, the attorney, the client and the client's family all benefit.  Learn from an experienced law firm who has developed and implemented formal "mainte­nance programs."   Although there has been much discussion regarding maintenance programs, very few firms have actually built their businesses around the maintenance program model. There are a few reasons for this. Many firms simply don't know how or where to begin. Some may question how they could maintain financial viability with such an ar­rangement. Still others wonder whether the time and effort required to design and implement a successful mainte­nance program is actually worth it. The purpose of this session is to get beyond the conversation about the concept of a maintenance program and to discuss why a mainte­nance program is essential, workable and worth it.

   2:30 – 2:45 Break

   2:45 – 4:15 WealthDocx Tips & Tricks, Blair Janis, JD.  WealthDocx is a critical tool in your estate planning practice.  Are you using it to it’s full potential?  In this presentation, Blair Janis, Director of Software and Technology, will discuss features, functionality, and ways to more efficiently and effectively use WealthDocx in your practice.  From learning about the new streamline interface in WealthDocx 7, to copying trust information for descendant trusts, to the use of scenarios, to customization, the information in this discussion is relevant for all WealthDocx users, from the newest to the most seasoned.

   4:15 – 4:30 Meeting Wrap-Up

Register to Attend Next Event

• Event: Arizona Forum Meeting
• Date: 10/15/2010
• Time: 9:00 a.m. - 4:30 p.m.
• Location: Scottsdale , AZ
• Price: $50.00

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