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

 

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