Bonus Program: Beyond Words & Dinner Meeting: Which Jurisdiction is Best for My Trust?...

Date: Tuesday, May 28, 2013
Time: 5:30 PM - 8:00 PM
Location: Santa Ana Country Club / 20382 Newport Boulevard / Santa Ana 92707
Speaker: Dr.'s Janet & Neal Larsen Palmer and Heather Flanagan, JD, LL.M, TEP

Add to My Outlook Calendar

Add to My Google Calendar

Bonus Program - Registration 4 to 4:30 p.m. I Program: 4:30 to 5:30 p.m.

Topic: Beyond Words: Building Your Personal Credibility Through Nonverbal Communication
Speakers: Janet Larsen Palmer, Ph.D. and Neal Larsen Palmer,Ph.D.

Principals of Communication Excellence Institute in San Dimas, CA

Become more successful with clients, prospects, and colleagues! Over 90% of your communication is nonverbal (positive or negative). What messages are YOU sending?

What makes some people able to get their ideas enthusiastically accepted, while others are bypassed? Why are some people more believable than others? How do smart leaders gain people’s confidence? The answer is…by harnessing the power of nonverbal communication! People in your business and professional life are far more influenced—positively or negatively—by how you communicate nonverbally than by the words you say. In this presentation, Dr. Janet Larsen Palmer and Dr. Neal Larsen Palmer, principals of Communication Excellence Institute and nationally known experts on nonverbal communication, share practical techniques you can use to stand, gesture, and reach out to others nonverbally for greater impact and persuasiveness. You’ll be excited to try out everything you learn in this highly interactive presentation.

 Note: This class does not qualify for continuing education credit.

Dinner Program: Registration - 5:30 to 6:15 p.m. I Dinner Program: 6:15 to 8:00 p.m.

Topic: Which Jurisdiction is Best for My Trust? Considering Favorable Trust Laws of Jurisdictions Outside of California

Irrevocable trusts are used by settlors to accomplish a variety of solutions for estate planning.  Delaware and Alaska were among the first states to enact laws for creditor protected self settled trusts in 1997 and now there are currently 15 states that allow for what are termed Asset Protection Trusts.  However, settlors who are doing sophisticated estate planning may also be looking to accomplish other goals like estate and gift tax motivated dynasty planning, the ability to delay notifying beneficiaries of the trust, great flexibility in tailoring a plan using direction language and income tax planning to reduce or eliminate tax in the settlor's home state.  Some state laws are more flexible and offer more advantages than other states and it is important to understand the benefits and pitfalls of planning in various jurisdictions in order to pick the right jurisdiction for the settlor's needs. Learn about trust planning in various states and how setting up trusts in a state outside of California may benefit California residents.

 Note: This program qualifies for 1-hour of Attorney, CFP, CPA, Insurance, Professional Fiduciary and Trust Officer continuing education credit. This program is pending continuing education approval with the CFP Board of Standards and the CA Department of Insurance.

Heather Flanagan, JD, LL.M, TEP
Vice President and Senior Wealth Planner, PNC Delaware Trust Company

Heather Flanagan is a Vice President and Senior Wealth Planner for PNC Delaware Trust Company. She is the Trust Company’s in-house technical expert with regard to Delaware trusts. She is a resource for all of PNC and regularly trains and supports PNC’s client-facing teams, as well as, educates clients and their professionals about the advantages of Delaware trust planning.

Heather has over 8 years of private practice experience as a corporate and estate and trust attorney in Arizona, California, Florida, Nebraska, New York and Pennsylvania. Her non-profit experience includes serving as a Planned Giving Officer, serving on the regional Board of Directors for a national charity and serving on the Advisory Council of a community foundation. Heather also worked as Trust Counsel for a Delaware Trust Company. She has spoken nationally on estate planning topics over the last six years at over one hundred seminars and conferences.

Heather received her undergraduate degree with distinction on academic scholarship from the University of Nebraska at Lincoln, and her masters degree from the University of California, Los Angeles. She earned her law degree cum laude from Creighton University School of Law on full academic scholarship and her Masters of Law in Taxation (LL.M.) from the University of Florida as a graduate tax scholar. Additionally, Heather received her Certified Specialist in Planned Giving Certificate from the American Institute for Philanthropic Studies at California State University, Long Beach.




See Upcoming Event Calendar