02 Mar Financial Executives, CPAs and Attorney Learn from Top Pros at the 2016 Trusts & Estates Symposium Press Release
Press Release – FOR IMMEDIATE RELEASE
Contact: Susie Hays
760.458.9201
Financial Executives, CPAs and Attorney Learn from Top Pros at the 2016 Trusts & Estates Symposium
Geiger Law Office Hosts 8th Annual Symposium to Provide the Latest Information and Expert Advice to Attendees June 1, 2016
Carlsbad, California (March 2, 2016) – Geiger Law Office, P.C., one of North County’s leading trusts, estate planning and business planning law firms, is pleased to announce its 8th annual Trusts & Estates Symposium to be held on June 1, 2016 at the Museum of Making Music in Carlsbad, CA. Attending the event provides five hours of Minimum Continuing Legal Education (MCLE) or Continuing Professional Education (CPE) credit. Topics will include Optimizing the Sale of a Family Business; The Ins and Outs of Retirement Plan Trusts for IRA and other Qualified Retirement Plans; The New Age of Trust Protectors and Alternative Dispute Clauses in Estate Planning and The Freeze, Squeeze and Burn Trifecta: Note Sales to Intentionally Defective Grantor Trusts.
“The Trusts & Estates Symposium continues to get bigger and better every year, and we’re excited to bring valued expertise in estate and business planning to San Diego’s financial executives, CPAs and attorneys,” said Brenda Geiger, managing attorney for Geiger Law Office. “The event showcases on-point sessions with the latest information and expert advice from a panel of nationally recognized speakers and industry leaders. Our attendees learn how to further help their clients, seize opportunities from theory to practice and evolve their businesses to become more indispensable in today’s world.”
The symposium’s list of industry experts presenting include:
Peter Heydenrych, Corporate Finance Associates
Mr. Heydenrych has more than 30 years experience in corporate finance and investment 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
Mr. Frees heads his Firm’s Trust, Estate and Wealth Preservation 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 committees. 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.
Phil Kavesh, J.D., Minor & Otis, Inc.
Mr. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning. He has earned significant 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 California State Bar Certified Specialist in Estate Planning, Trust and Probate Law since 1992.
Ann Rosevear, J.D., President of Dunham Trust Company
As President and Chief Trust Officer (CTO) for Dunham Trust Company (DTC), an expert in structuring and administration 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 compliance requirements.
The sponsors for this event include:
- Dunham Trust Company
- Ultimate Estate Planner
- Coastal Tax Advisors
- Museum of Making Music
The cost of the event is $100 for registrations by April 1st and $125 until May 15, 2016. For more information, or to register for the event, call 1-760-448-2220 or visit http://www.geigerlawoffice.com/library/events.cfm
Also available for interviews at the Trusts & Estates Symposium:
Brenda Geiger
Managing Attorney, Geiger Law Office, P.C.
About Geiger Law Office, P.C.
Geiger Law Office, P.C. is among the most highly ranked estate and business Planning law firms in San Diego. The firm’s area of expertise includes Estate Planning, Asset Protection, Trust Administration, Probate, Elder Law, Business Succession Planning, and Business Formation. Geiger Law Office’s mission is to provide elegant legal solutions for estate and business planning clients and to offer continuing legal education to clients, friends and affiliated professionals.
Brenda Geiger, the firm’s managing attorney, founded the firm in 2007. Geiger obtained her law degree from the University of San Diego School of Law where she served as an editor for the San Diego International Law Journal and published a law review article. She has also authored seven books on Trusts, Elder Law and Business Law topics and is an active member of the North County San Diego Bar Association, the North County Estate Planning Council and is a member of the editorial committee for the North County Lawyer Magazine.
####
MEDIA CONTACT: Susie Hays, CMO, Q2Mark