Phil Kavesh, J.D., Kavesh, Minor & Otis, Inc.

“The Ins and Outs of Retirement Plan Trusts for IRA and other Qualified Retirement Plans”

Mr. Kavesh is a nationally recognized attor-ney, authority, speaker, educator and tech-

nical innovator in estate planning. He has earned sig-nificant recognition and accolades over his 33 plus years of practice as an estate planning attorney. Phil holds a Master Degree (LL.M.) in Tax Law and has been a Califor-nia State Bar Certified Specialist in Estate Planning, Trust and Probate Law since 1992.

Ann Rosevear, J.D., President of Dunham Trust Company

“The Freeze, Squeeze and Burn Trifecta: Note Sales to Intentionally Defective Grantor Trusts”

As President and Chief Trust Officer (CTO) for Dunham Trust Company (DTC), an expert in structuring and ad-ministration of trusts to DTC’s most complex clients, Ms. Rosevear contributes comprehensive knowledge in trust and estate administration, asset protection and Nevada business planning, as well as overseeing the firm’s adherence to fiduciary, regulatory and compli-ance requirements.

SAVE THE DATEJune 1, 20168:30 am - 4:30 pm

TRUSTS & ESTATESSYMPOSIUM

THE

Peter Heydenrych, Corporate Finance Associates“Optimizing the Sale of a Family Business” Mr. Heydenrych has more than 30 years experience in corporate finance and in-vestment banking, including international

banking and M&A. He draws on a depth of experience and brings important insights to bear on the issues faced by clients, whether when selling their business or when requiring capital.

David M. Frees, III, J.D., Unruh, Turner, Burke & Frees“The 5 Most Powerful Secrets to Building a More Profitable and Less Stressful Professional Practice” and bonus session on “The New Age of Trust Protectors & Alternative Dispute

Clauses In Estate Planning — Preventing and Minimizing Challenges and Family Disputes”

Mr. Frees heads his Firm’s Trust, Estate and Wealth Pres-ervation Section, and Co-chairs the Elder Law Solutions section of the Firm. Mr. Frees serves, or has served, on the boards of multiple trust companies and trust com-mittees. He has appeared on National Public Radio (NPR), and is a frequent speaker in the areas of trust and estate planning and administration and communication and presentation skills.

— Featured Speakers —

GEIGER LAWOFFICE P.C.

presents

5 Hours of MCLE or CPE Credit and A Special Discount for Advance Registration

Museum of Making Music5790 Armada Drive, Carlsbad, CA 92008RSVP: 1 -760-448-2220

2016

Meet Our SponsorsDunham Trust CompanyUltimate Estate PlannerCoastal Tax AdvisorsMuseum of Making Music

2016 TRUSTS & ESTATES SYMPOSIUM

Presented by GEIGER LAW OFFICE P.C.

June 1 8:30 am - 4:30 pm

5 Hours of MCLE or CPE Credit and a Special Discount for Advance Registration

To reserve your place, please sign this form and fax to: 1-760-477-6091

Special Discount Fee If registration received by April 1: $100

Registration after April 1: $125 (Late registration after May 15: $150)

Name: ____________________________________________

Company Name: ___________________________________

Address: __________________________________________

__________________________________________________

Phone Number: ____________________________________

Type of Card: Mastercard ____ Visa ____

American Express ____ Discover ____

Card Number: ______________________________________

Expiration Date: ____________________________________

Card Billing Address: ________________________________

__________________________________________________

__________________________________________________

Exact Name on Card: ________________________________

__________________________________________________

3 or 4 Digit Card Code: _______________________________

Signature: _________________________________________

Date: ____________________________________________

Geiger Law Office, P.C. is a boutique law firm located in Carlsbad, CA focusing on Trusts, Estates, Asset Protection, Elder Law, and Business Planning Law. The mission of the firm is to provide elegant legal solutions for clients and provide continuing legal education to firm clients, friends and affiliated professionals.

Brenda Geiger, J.D., Managing Attorney Geiger Law Office

About Your Host: Geiger Law Office, P.C. 1917 Palomar Oaks Way Suite 160, Carlsbad, CA 92008 (P) 1-760-448-222 – www.GeigerLawOffice.com

Symposium Topics

Session One: 9:30 – 10:45 amPeter Heydenrych, Corporate Finance Associates“Optimizing the Sale of a Family Business” The wealth of many clients is tied up in businesses they own. And that can be a problem when it comes time to retire. Too many owners aren’t prepared for the day when they’ll need to cash out. Advanced planning for the sale of a business is more important than ever and can mean the difference between getting by or fund-ing the golden retirement years of their dreams.

10:45 – 11:00 am Networking Break Session Two: 11:00 am – 12:15 pm

Phil Kavesh, J.D., Kavesh, Minor & Otis, Inc.“The Ins and Outs of Retirement Plan Trusts for IRA and other Qualified Retirement Plans” In 2003, the federal rules changed regarding how a beneficiary can inherit an IRA. A beneficiary can now stretch out an inherited IRA or other qualified retirement account using their own date of birth as the measuring life. This in turn can amount to millions of dollars more to the beneficiary due to the shear power of income tax deferral. Our expert, Phil will discuss the importance of the IRA stretch out through a trust and how a properly drafted Retirement Plan Trust can shield a beneficiary from creditors such as a plaintiff in a predatory lawsuit, a divorcing spouse or even a bankruptcy.

12:15 – 1:15 pm Lunch and Presentation by Dunham Trust Company on NING Trusts

Session Three: 1:15 – 3:00 pmDavid M. Frees, III, J.D., Unruh, Turner, Burke & Frees“The 5 Most Powerful Secrets to Building a More Profita-ble and Less Stressful Professional Practice” and a session on “The New Age of Trust Protectors & Alternative Dispute

Clauses In Estate Planning — Preventing and Minimizing Challenges and Family Disputes” In this session, David will be sharing his top five secrets to successfully growing and sustaining a professional practice all while increas-ing personal happiness and well being. There is no need to reinvent the wheel when you can learn from Dave’s frontline achievement in business and personal life. As an extra benefit, Dave will be teaching us how to use Trust Protectors and arbitration clauses in trusts to plan for an unforeseen change in circumstance in your clients’ estate plans. Dave has had rave reviews on this national presentation he has delivered several times for NBI.

3:00 – 3:15 pm Networking Break

Session Four: 3:15 – 4:30 pm Ann Rosevear, J.D., President of Dunham Trust Company“The Freeze, Squeeze and Burn Trifecta: Note Sales to Intentionally Defective Grantor Trusts” For the client that owns one or more high value assets such as real estate, a family business or large stock accounts, setting up a note sale strategy to an Intentionally Defective Grantor Trust (IDGT) could net millions in estate tax savings. Ann will discuss the valuation discount (squeeze), the income tax burn and the estate tax freeze of this powerful strategy. Ann will also address some of the differences between Nevada and California law with respect to administration of an IDGT.

Museum of Making Music5790 Armada Drive, Carlsbad, CA 8:30 – 9:30 am Registration, Networking, Breakfast Snacks & Coffee