Asset Protection Planning
Date: Wednesday, February 22, 2012
Time: 4:00 PM - 7:30 PM
Location: Queen City Club
Speaker: Gideon Rothschild
Add to My Outlook Calendar
Add to My Google Calendar
Presents Gideon Rothschild
Asset Protection Planning
February 22, 2012
|
|
|
A Special Thank You
To Our Sponsors
Season Sponsor
|
Hospitality Sponsor |
Continuing Education
Credits Available:
CFP
CPA
Kentucky Insurance
Kentucky Legal
Ohio Insurance
Ohio Legal
Upcoming Events:
May 10, 2012
Best Ideas of 2012
June 11, 2012
Annual Golf Outing
& Casino Night
September 25, 2012
Speaker: Steve Akers
|
|
|
|
Wealth preservation has become an increasingly critical component of estate planning. Every planner must account for the possibility that the client's wealth accumulation plan may be defeated by creditors and predators. This presentation will review the planning considerations for using these vehicles, including the significant estate tax benefits attainable, whether to use domestic or offshore jurisdictions and recent legislative developments and judicial challenges thereto.
|
 Gideon RothschildGIDEON ROTHSCHILD is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. Mr. Rothschild is the Vice-chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers. He is a member of the Advisory Boards of BNA's Tax Management and Trusts and Estates, the Immediate Past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP), and a member of the New York State Bar Association. He is an Adjunct Professor at the University of Miami Law School Graduate Program and has lectured frequently to professional groups including the University of Miami's Philip Heckerling Institute, the New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, and the American Institute of Certified Public Accountants.
|
|
|
Date:
Wednesday, February 22, 2012
Time:
4:00pm-4:30pm Registration
4:30pm-6:00pm Presentation
6:00pm-7:30pm Cocktails & Hors d'oeuvres
Location:
Queen City Club
331East 4th Street
Cincinnati, OH 45202
Meeting Cost:
$30.00 Members
$65.00 Guests
10% Discount for groups registering 10 or more attendees.
Call 513-554-3074 or email cincycouncil@aol.com for registration.
Deadline to Register: Monday, February 20, 2012
|
|
|
See Upcoming Event Calendar
