Welcome
Coffee, Muffins, and Collegial Greetings

Core Concepts in Estate Planning with Retirement Assets

For many clients, their retirement savings represent a major portion of their wealth. Given this fact, it is especially unfortunate that estate planning with retirement assets can be so fraught with complications. In a post-SECURE Act world, planning with retirement assets has changed; understanding the impacts of SECURE is critical to being able to appropriately advise clients. In addition to unpacking some of the changes and unique planning opportunities presented by the SECURE Act, this presentation is intended to provide foundational background information regarding different types of retirement assets, explaining and demystifying the various important terms and acronyms associated with retirement assets (RMDs, RBDs, EDBs, ghost lives, etc.)

Break

Open Range. Roaming the Trying Territory of Firearms Planning

Part One

• Attorney Awareness of Firearms as Special Asset
• Assisting Agents & Trustees with Firearms Transfers during Owner’s Change of Situation/Incapacity and After Death

Part Two

• Attorney as Counselor – Considerations to discuss with Clients
• Assisting Firearms Owners with Planning

Lunch Break
 

Property Tax Change in Ownership Law – How to Avoid Mistakes and Take Advantage of Favorable Rules

California’s property tax system can be daunting and full of potential hazards.  However, hidden in its many complexities lie creative planning techniques and useful strategies that are likely to set you and your clients apart and offer you a significant professional advantage.  Join us as property tax attorney Greg Broege unveils proactive planning techniques and potential pitfalls to be aware of when advising your clients on real property transactions and future wealth plans. Greg’s presentation will provide insight into what constitutes “ownership” under property tax change in ownership law, the current state of parent to child transfers, legal entity and joint tenancy change in ownership law, and more.

Break
 

Drafting Tid-Bits 40 Years of Pain & Glory

Estate Planning attorneys operate in a vortex of suddenly changing contexts, relationships and circumstances. Each day is a new day with new challenges.  Join us as we go through a WealthCounsel joint ABC trust discussing experiences, planning options and solutions to everyday and unique problems.

Break
 

From Efficiency to Excellence: Harnessing the Power of Artificial Intelligence for Lawyers 

This presentation focuses on building your law firm with the use of artificial intelligence. We will explore new and exciting AI technologies that can be utilized to enhance and improve your practice. We will also discuss the current potential dilemmas with the use of artificial intelligence. 

- A Brief History
- How to Optimize Your Firm with AI
- Using AI for Content Creation
- Potential Dilemmas
- Conclusion