logo
February 6 - 8, 2020 | Orlando

Panel Workshop Details

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

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 take advantage and properly prepare for the 2026 sunset
  • 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 crash proof your portfolio in 2020
  • How to plan your estate like the Waltons, Rockefellers, and Kennedys
  • How to avoid paying capital-gains taxes on your appreciated assets that you want to sell
  • How to establish your own tax-free family bank
  • The reasons behind the growing trend for multi-generation dynasty estate planning
  • Common asset protection perils that are easily avoided
  • Jurisdictional diversification: multi-state advantages, jurisdiction independence, offshore & onshore pros and cons
  • Integrating IRAs with your trust under pending new rules
  • When you should update or upgrade your legal documents

$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.

speaker photo
Melodie Durfee

President and Chief Operating Officer

Legacy Global Foundation

speaker photo
Richard Durfee, Jr.

Principal and Founder

Durfee Law Group, PLLC

speaker photo
David Phillips

CEO

Estate Planning Specialists, Inc.

speaker photo
Todd Phillips

President

Estate Planning Specialist, Inc.

Ready to #InvestSmarter?

Register FREE today and get ready to become a more successful investor.

Register Free Now