Next Event

1. Northern California Forum

   Date: 03/01/2012 - 03/01/2012

   Time: 1:00 - 4:00 pm

   Location: San Francisco, CA

   Price: $35.00

   Location:
   Nikko San Francisco
   222 Mason Street
   San Francisco, CA 94102-2115
   
   If you aren't interested in valet and not sure where to park, compare parking rates and locations near The Nikko at San Francisco parking: www.sf.bestparking.com.

   Speakers

   • Thomas J Ahrens
   • Raymond Sheffield
   Agenda

   Part 1: Planning for the end of the $5,000,000+ Estate & Gift Tax Exemption by Raymond Sheffield
   
   What you will learn

   • Portability –
     o What is it and will it last?
     o Who needs it and who doesn’t?
     o Practical drafting strategies to create flexibility to maximize options for the clients estate plan.
   • Gifting
     o Things to Consider Before Making Gifts – pros and cons of making gifts, now vs. later, family dynamic and lifestyle factors, etc.
     o Why Discounts are the most important thing
     o Why Discounts are not the most important thing
     o Clawback – Is it real and should I be worried? How to plan around it.
     o Where to Start – Clean Up Gifts
     o A Graduated Approach to Gifting
   • And Much Much More

   Part 2: Putting it into Practice: How to Communicate and build referral sources with Professional Study Groups by Thomas Ahrens and Raymond Sheffield
   
   Raymond Sheffield will discuss his experience in forming Study Groups for Professional Advisors and strategies that he will continue to implement in his practice as a way to build relationships and establish expertise using Study Groups. He will compare his approach to that of others who use basic topic Study Groups so you can understand the differences and find a style that works for you and your practice.

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• Event: Northern California Forum
• Date: 03/01/2012 - 03/01/2012
• Time: 1:00 - 4:00 pm
• Location: San Francisco, CA
• Price: $35.00