Description

Inefficient estate planning can be disastrous for your clients. Give them peace of mind and security – learn the most successful estate planning techniques at this value-added seminar. From traditional wills to family limited partnerships, estate planning is a complex process, but a must for everyone, regardless of income level. Learn to navigate planning methods with ease at this cutting-edge seminar. You will learn to help your clients through the sensitive but necessary steps of planning by giving them suitable options that incorporate tax-reducing strategies. This seminar will teach you to efficiently plan to avoid mishaps in estate administration, structure and effectively use trusts to your client’s advantage and use tax-advantaged techniques for transferring assets to future generations. The key essentials of business succession and charitable planning will also be discussed.

David Allen Hiersekorn, Esq.

David Allen Hiersekorn, Esq., is a founding principal of the Red Hill Law Group located in Tustin. Mr. Hiersekorn’s practice is focused on asset protection and tax planning for high net worth families and business owners. In addition to being a frequent speaker, he co-wrote an estate planning practice guide used by more than 1,500 law firms throughout the country. Mr. Hiersekorn earned his J.D. degree, cum laude, from Trinity Law School, where he received the dean’s award as the most outstanding student in the graduating class. Prior to his career in estate planning, he served with distinction in the Marine Corps. In 1992 Mr. Hiersekorn received the Thomas Jefferson Award from the Department of Defense. He can be reached at 866-967-7683 or at david@redhilllawgroup.com.

Diedre Dennis Wachbrit, Esq.

Diedre Dennis Wachbrit, Esq., is a board certified specialist in estate planning, trust and probate law, focusing her practice on estate planning, special needs planning and asset protection. She has been quoted in The Wall Street Journal, The New York Times and Time magazine. Ms. Wachbrit is a frequent speaker and author nationally and locally. Ms. Wachbrit is a principal of the National Academy of Special Needs Planners. She is licensed to practice law in all California state courts, the California Supreme Court, the U.S. Tax Court and the U.S. Supreme Court. Ms. Wachbrit received her B.A. degree, magna cum laude, from the University of California, Irvine, and her J.D. degree from Stanford Law School, where she was chair of the Journal of Law, Business and Finance. Prior to opening her law practice seven years ago, she was a senior associate at the international consulting firm McKinsey & Company, where she provided strategic business advice to some of the nation’s largest and best-known firms. She can be reached at 805-778-0600 or at diedre@wachbrit.com.