Check Out The MoneyShow Las Vegas Virtual Expo: Learn More Here

May 10 - 12, 2021 | Las Vegas

Panel Workshop Details

Tues., Aug. 18, 3:00 PM - 5:00 PM

You Can't Take It with You: The Most Powerful Estate-Planning & Asset Protection Strategies*

Your experts are David T. Phillips, best-selling author of Estate Planning Made Easy, The 10 Most Common Estate Planning Mistakes, The Bombshell Battle Plan: How to Defend Against the IRS's Secret Weapon and The Family Bank Strategy; Richard Durfee, author of Your IRA: Asset or Ambush and Why All Trusts Are Not Created Equal; Todd Phillips, author of The Future of Retirement Savings and The Bombshell Battle Plan; and Keith Dorson, president of Wise World Investment Planning.

In this Master Class, you will learn:

  • The revised rules with regard to estate planning, income-tax planning, and asset protection
  • The best opportunities in estate planning under the new law that will allow you to keep your wealth in the family
  • The true financial impact of the SECURE Act to your family
  • How to let someone else pay the tax when converting your IRA/401k
  • How to optimize your IRA Roth conversion and achieve zero income taxes by 2025
  • How to avoid paying capital-gains taxes on your appreciated assets that you want to sell
  • The reasons behind the growing trend for multi-generation dynasty estate planning
  • Jurisdictional diversification: multi-state advantages, jurisdiction independence, offshore & onshore pros and cons
  • Integrating IRAs with your trust under new rules
  • Wealth protection strategies that will ensure you never run out of money

$139 per person if purchased by July 24; $159 per person if purchased after July 24. Includes refreshments.

Please call for more information or to purchase tickets at 800-970-4355.

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Rick Durfee

Principal and Founder

Durfee Law Group, PLLC

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David Phillips


Estate Planning Specialists, Inc.

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Todd Phillips


Estate Planning Specialists, Inc.

Ready to #InvestSmarter?

This interactive event is a unique experience that will connect you with world-class financial experts who will give you clear, concise, and carefully crafted advice to steer you safely through the current environment. But that’s not all, you can also ask them questions and get answers in real time.

Register Now