February 4 - 6, 2021 | Orlando

Panel Workshop Details

Feb. 8, 8:15 AM - 11:15 AM EST

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

Your experts are David T. Phillips, best-selling author of Estate Planning Made Easy, The 10 Most Common Estate Planning Mistakes, 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 Melodie Durfee, president and COO of the Legacy Global Foundation.

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
  • 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

$139 per person if purchased by January 16; $159 per person if purchased after January 16. Includes refreshments.

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

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Melodie Durfee

President and Chief Operating Officer

Legacy Global Foundation

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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.

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