Strategic Wealth Legal Advisors P.C.

Nuts N’ Bolts Successor Trustee and Beneficiary Training

admin — Wed, 02 Mar 2011 22:59:37 +0000

Title: Nuts N’ Bolts Successor Trustee and Beneficiary Training
Description: This workshop is primarily for successor trustees, agents, representatives and beneficiaries under your plan. We will discuss the various roles and essential information that your helpers and beneficiaries need to know to ensure the success of your plan. Specific details of your plan will not be discussed in this meeting.
Start Time: 6:00
Date: 2011-09-15
End Time: 7:30

Income Tax Update with Michael Mouriski, CPA, MBA

admin — Wed, 02 Mar 2011 22:57:36 +0000

Title: Income Tax Update with Michael Mouriski, CPA, MBA
Description: Are you wondering how the income tax code has changed, or about any new opportunities or deductions that may be available? This workshop is for those who want or need valuable income tax information.
Start Time: 6:00
Date: 2011-11-01
End Time: 7:30

Nuts N’ Bolts Successor Trustee and Beneficiary Training

admin — Wed, 02 Mar 2011 22:56:43 +0000

Revocable Trust Review

admin — Wed, 02 Mar 2011 22:56:08 +0000

Title: Revocable Trust Review
Description: Has it been a long time since the creation of your trust? Have you forgotten some of the benefits or design features that were incorporated in your plan? Then a review of basic trust design and features may be helpful. This workshop will cover all of the basics and give you a forum to get your questions answered.
Start Time: 6:00
Date: 2011-06-14
End Time: 7:30

Bay Area Workshop Day

admin — Wed, 02 Mar 2011 22:55:20 +0000

Title: Bay Area Workshop Day
Description: Charitable Family Endowment Plan & the Wealth Preservation Strategy
Advanced Estate and Asset Protection under 2011 New Laws
Roth Conversion “Strategies and Analysis”
Start Time: 6:00
Date: 2011-05-19
End Time: 8:30

Roth Conversion “Strategies and Analysis”

admin — Wed, 02 Mar 2011 22:54:31 +0000

Title: Roth Conversion “Strategies and Analysis”
Description: In this workshop we will analyze whether a traditional Roth conversion really makes sense for a variety of sample clients (case studies). We will then discuss these same clients and how a tax strategy, coupled with the Roth Conversion, may dramatically improve the analysis. Often, the result, hands down, is to do a conversion….
Start Time: 6:00
Date: 2011-05-10
End Time: 7:30

Advanced Estate and Asset Protection under 2011 New Laws

admin — Wed, 02 Mar 2011 22:53:46 +0000

Title: Advanced Estate and Asset Protection under 2011 New Laws
Description: The new tax laws have provided a virtual period of tax amnesty during which tremendous estate tax savings and asset protection oriented strategies can be implemented and vested (protected from future changes in the tax law). This is a phenomenal opportunity for larger estates ($2M+)
Start Time: 6:00
Date: 2011-04-28
End Time: 7:30

Charitable Family Endowment Plan and the Wealth Preservation Strategy

admin — Wed, 02 Mar 2011 22:52:39 +0000

Title: Charitable Family Endowment Plan and the Wealth Preservation Strategy
Description: This workshop is highlighting two very powerful strategies. Each provides significant wealth transfer and capital gain planning benefits. Additionally, the FEP strategy provides amazing income tax benefits and charitable giving opportunities.
Start Time: 6:00
Date: 2011-04-19
End Time: 7:30

Nuts N Bolts Successor Trustee and Beneficiary Training

admin — Thu, 30 Apr 2009 18:02:50 +0000

Title: Nuts N’ Bolts Successor Trustee and Beneficiary Training
Description: You will receive a confirmation letter one week in advance. All workshops will be held in Sacramento CA; seating will be limited.
Start Time: 18:00
Date: 20091117
End Time: 19:30

Asset Protection Planning

admin — Thu, 30 Apr 2009 18:02:15 +0000

Title: Asset Protection Planning
Description: You will receive a confirmation letter one week in advance. All workshops will be held in Sacramento CA; seating will be limited.
Start Time: 18:00
Date: 2009-10-20
End Time: 19:30