Advocates Trust News & Events

Friday
Sep182015

Delaware Trust Institute 2015 - November 13

November 13, 2015 | 8:00am-5:00pm
Yale Club of NYC - 50 Vanderbilt Ave., New York, NY 10017

Featured Lunch Speaker - Gideon Rothschild, JD, CPAThis CLE program is designed for attorneys who are currently using “preferred” jurisdictions to situs trusts and better serve their clients, and those who aspire to.  With a focus on Delaware law, our presenters will examine the latest techniques for Asset Protection, Dynasty, Directed and In-Bound Foreign Trusts, as well as the use of Trust Protectors, Distribution Committees, Decanting techniques and Quiet Trusts.  A case study will be used to illustrate automated drafting tools and integration of LLCs to construct a complete “Family Bank” plan.  Don’t miss this unique opportunity to enhance your practice and receive hands-on instruction from national experts.  Register by October 15 for Special Early Bird Pricing!

Speakers Include:
William A. Conway, J.D. - Founding Member & Principal, WealthCounsel
Michael M. Gordon, J.D., LL.M. - Director, Gordon, Fournaris & Mammarella, P.A
Theresa L. Hughes - Chief Fiduciary Officer, Advocates Trust Services
Matthew T. McClintock, J.D. - VP of Education & Supplemental Legal Content, WealthCounsel
Louis W. Pierro, Esq. - President & CEO,  Advocates Planning Group, LLC
Gideon Rothschild, J.D., C.P.A. - Partner, Moses & Singer LLP
Daniel S. Rubin, Esq. - Partner, Moses & Singer LLP
Jane-Marie Schaeffer, Esq. - Vice President, Advocates Planning Group, LLC
 
Tuition Includes Breakfast and Lunch.
6.75-8 CLE Credits Pending (depending on state).

 
Monday
Aug042014

Delaware Trust Camp in NYC - Oct 27, 2014

Third Annual Delaware Trust Camp
October 27, 2014 | 8:00am - 5:00pm
Yale Club of New York City | 50 Vanderbilt Ave, New York, NY 10017

DOWNLOAD TRUST CAMP AGENDA (PDF)

Estate Planning has shifted from reducing estate tax and transferring wealth at death, to protecting assets from predators and creditors during our clients extended life expectancies, and preserving wealth and legacy for future generations.  The ability to customize plans to achieve clients’ goals has been greatly enhanced by the adoption of favorable trust laws in several states,  and Delaware is the gold standard upon which others are judged.  Join us at the 3rd Annual Delaware Trust Camp to learn how clients who create Dynasty, Directed, Asset Protection and other unique trusts in Delaware benefit from the statutes, courts and corporate trustees used by America’s wealthiest families.

This one-day seminar also offers practical advice on how to tailor your practice for high-net-worth clients, and partner with professionals in Delaware for seamless client service.

 

Speakers Include:

Michael Gordon - Director, Gordon, Fournaris & Mammarella, P.A
Daniel Rubin - Partner, Moses & Singer LLP
Liz Loewy - Former Chief of the Elder Abuse Unit of the New York County District Attorney’s Office
Theresa Hughes - Chief Fiduciary Officer, Advocates Trust Services
Jane Marie Schaeffer - Vice President, Advocates Planning Group, LLC
Louis W. Pierro - President & CEO, Advocates Planning Group, LLC

 

Thursday
Apr032014

Delaware Trust Camp New Orleans - May 6, 2014

Join us on May 6, 2014 in New Orleans, Louisiana for a Delaware Trust Camp. The one day seminar will be held at the historic Southern Yacht Club. Attorneys, CPAs and Financial Advisors constantly seek better ways to serve clients, and for Estate Planners that often means shopping for the best venue to create a trust, and the best trustee to administer it.  The Delaware Trust Camp offers a first-hand opportunity to learn from experts how to maximize the unique features of Delaware Law to design and execute state-of-the-art trusts, and put The Delaware Solution to work for your clients. Hosted by Advocates Trust Services & Advocates Planning Group of Louisiana.

Speakers & Topics Include:

May 6, 2014 | 8:00am - 5:00pm | Southern Yacht Club - 105 North Roadway, New Orleans, LA 70124
PDF Seminar Brochure 
For overnight/ weekend guests, there are several hotel options near the Yacht Club.  

Tuition Includes Breakfast and Lunch. CLE & Insurance Credits Pending.
 

Once you complete your payment through PayPal, you will be directed to an online Registration Form to complete the process. If you have any problems, please contact us

 

Wednesday
Jul102013

Delaware Trust Camp 2013 - NYC

Join us on October 11, 2013 in New York City for our Delaware Trust Camp. The one day seminar will be held at the historic Yale Club of New York City at 50 Vanderbilt Ave  New York, NY 10017. Attorneys constantly seek better ways to serve clients, and for Estate Planners that often means shopping for the best venue to create a trust, and the best trustee to administer it.  The Delaware Trust Camp offers a first-hand opportunity to learn from experts how to maximize the unique features of Delaware Law to design and execute state-of-the-art trusts, and put The Delaware Solution to work for your clients.

Speakers & Topics Include:
Daniel S. Rubin, Esq. - Asset Protection Trusts: The Pre-Nuptial Agreement Alternative
Stan Miller, Esq. - Sales to Delaware Trusts for Notes, Self-Canceling Notes and Private Annuities: A Compelling Estate Tax Strategy for Appreciating Portfolios and Owners of Closely-Held Business Interests
Michael M. Gordon, J.D., LL.M. - The Art of Decanting & Delaware Law: Legal Updates and Compliance Issues
Theresa L. Hughes - Administering Delaware Trusts
Louis W. Pierro, Esq. - Is Delaware Right for Your Clients and Growing Your Business?

October 11, 2013 | 8:00am - 5:00pm | Yale Club
PDF Seminar Brochure 
For overnight/ weekend guests, there are several hotel options near the Yale Club.  

Tuition Includes Breakfast and Lunch. CLE Credits Pending.

 

Monday
Jul082013

2013 Planning for the Generations Symposium

Visit Advocates Trust at the 2013 Planning for the Generations Symposium at the Hyatt Regency Denver on July 23 - 26. Stop by Booth #17 for a chance to win a bottle of Champagne or a Delaware Trust Camp tuition in New York City.

We also have special Symposium pricing on the Delaware Trust Camp and Membership in Advocates Trust Group. 

Join Us for Breakfast!

Advocates Trust will be hosting a breakfast on Thursday, July 25 from 7:15am to 8:15am at the Hyatt Regency (Level 3). Seating is limited, please RSVP.