Friday, July 31, 2009

Next Asset Protection Society Meeting

The next meeting of the Asset Protection society in Orange County will be on Tuesday, September 22 at 7:00 PM. The speaker will be David Shaver of Ferruzzo and Ferruzzo, LLP. David Shaver's bio can be found here: ( ). David is the partner in the firm that handles all of our trust, estate, and fiduciary litigation and he will be speaking to the CPA's, Financial advisors, and any other advisor who regularly works with trustees and others who are in fiduciary roles such as these about common mistakes that people in these positions make that generate liability not only for the trust, estate, or other entity, but also for the person individually and possibly for the other advisors.

If you advise fiduciaries, trustees, executors, administrators, conservators, guardians, or anyone else who has these increased duties, then you will not want to miss this presentation. Individuals who are acting in these capacities for family members may also want to attend as there will be a time for questions and answers on what they should and should not be doing in these roles. If you are interested in attending, please feel free to contact me at to RSVP for this event.

Thursday, July 23, 2009

Speaking at NBI Seminar in Irvine on December 9, 2009

I have been asked to speak at a continuing education event on December 9, 2009, in Irvine, California on the Top Ten Estate Planning Techniques. This is held by National Business Institute ( and it should be a good event. I will be speaking on Charitable Giving and Grantor Retained Annuity Trusts. More information on this event will be published later as I am told where it will be held.

Monday, July 20, 2009

Other websites

Some people have asked where they can find out more information about my background and other things about me. You can find more information on these websites:

That should get you started if you are wondering if I would be a good fit to work with on your tax or estate planning matter.

3rd meeting of the Orange County chapter of the Asset Protection Society

Tomorrow evening at my office we are hosting the third meeting of the Orange County Asset Protection Society chapter. If you are interested in attending or would like to find out more about our meetings feel free to contact me at