Learn how tax efficiency, asset protection, and dynasty estate planning are all the same. If you do one right, you have done them all. Discover practical solutions to age-old challenges that destroy wealth. Identify the predators and how to protect against them. Attorney Rick Durfee will share secrets and strategies he has developed in decades of guiding high-income and high-net-worth clients in the art of long-term wealth preservation and growth combined with tax minimization. 

Now what? Given that President Biden will no longer be the 47th president, what could possibly happen to taxes come November? Will income tax brackets remain or be increased? Will capital gains tax be changed? Will the federal estate tax credit be increased or decreased? Will the federal lifetime gift allowance remain the highest in history, or will it be reduced to pre-2006 levels? Will the onerous Stealth Estate Tax on retirement accounts remain? Will the Tax Cut and Jobs Act be repealed? Will the Tax Doomsday of December 31, 2025, become a reality?

All of these questions, plus many more relevant estate, income, charitable, and asset protection questions, will be answered by our team of experts, David T. Phillips, CEO of Estate Planning Specialists, Rick Durfee, founder and senior partner of one of the premiere estate planning law firms in the country, and Todd Phillips, safe money authority and president of Estate Planning Specialists.

Each attendee will also receive a complimentary copy of 10 Most Common Estate Planning Mistakes and How to Avoid Them, by David T. Phillips, as well as a 50% discount on all of our publications, including The Family Bank Strategy and Trust Issues, Rick Durfee’s new book, and Todd Phillips’ latest edition of his book, The Future of Retirement Savings.