The
Gathering
will be held
February 7-8, 2008
at
The Marriott
San Diego
La Jolla
Make Sure to Book Your Room!
The Marriott
San Diego
La Jolla
4240 La Jolla Village
La Jolla, CA 92087
(858) 587-1414 Local
(800) 228-9290
Toll-Free
Call today to book your
room!
|
The
Gathering 2008
February
7th & 8th
San
Diego, CA
Barry S. Engel, Esq. - Presentation on
The World of Asset Protection Planning in
2008
Friday at The Gathering:
Review the foundations of asset protection planning, including an overview of asset protection,
legal principles, a discussion of the differences between “fraud” and “fraudulent transfers” as well as the
“Engel Ladder of Available Planning Tools.” Mr. Engel will then delve into topics pertaining to world-wide due
diligence information, know your client information and tax and anti-money laundering compliance issues as a result of the current state of global
affairs. Mr. Engel’s presentation concludes with an analysis of civil, criminal and ethical
considerations, of which all asset protection attorneys need to be aware.
Please join us at
The
Gathering in February and/or as a Member of The Laureate in Wealth Strategies Program.
The
Gathering 2008
Please join us
on February 7th & 8th. Let’s gather together to share insights, education and collegiality. The
Gathering is a yearly event primarily for advisors in Estate and Business planning. In today’s world no one person can be an expert in all
areas of estate, business, tax, and wealth planning.
The Gathering Agenda
The Gathering Registration Form
Come and Learn:
- What’s New – The Heckerling Update
- Retirement Planning Update
- New IRS Appraiser & Appraisal Requirements
- ILIT Rescue Strategies
- Online Client Data Access
- Putting Heckerling Into Our Wealth Plans
- World Class Retail and Wholesale Seminars
- Corporate Trustee Advantages & Opportunities
- Asset Protection Planning in 2008
- "Circle of
Friends" Black-Tie Optional Gala
To RSVP, please call Jennifer Hartwell, Programs Director, at (858) 200-1911 ext. 117 or send an email to
jrh@scinstitute.org. Please visit our Website at www.scinstitute.org or click here to view more information regarding The Gathering and past
agendas.
Warmly,
Jennifer Hartwell
Programs Director
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