David Phillips
ESTATE PLANNING
CEO
Estate Planning Specialists, Inc.
David Phillips is CEO and founder of Estate Planning Specialists, LLC. His companies have assisted thousands of Americans for 40 years disinherit the IRS through properly planning their estates. Mr. Phillips and his company have been recommended by Dr. Mark Skousen, Dr. David Eifrig, Terry Savage, Robert Carlson, John Mauldin, and Tony Sagami. He is the author of the bestselling books Estate Planning Made Easy, The Ten Most Common Estate Planning Mistakes, The Family Bank Strategy, Answers to Today's Long-Term-Care Crisis, and The Bombshell Battle Plan. He has been a frequent guest on Fox News, The Financial Advisors, Bloomberg, and CNBC.
Speaker Schedule
The 10 Most Common Estate Planning Mistakes and How to Avoid Them - Post Trump's Tax Cut and Jobs Act
February 8, 2019, 12:15 pm - 1:00 pm
Focus: ESTATE PLANNING
Trump's 2018 Tax Reform: The New Rules of Engagement*
February 9, 2019, 8:15 am - 11:15 am
Focus: ESTATE PLANNING
MASTER CLASS