Upcoming Speaking Engagements


How the New Permanent Estate Tax Law May Affect You Thursday, September 26, 2013 5:30 – 6:00 pm Acuity Financial Center 7881 W. Charleston Blvd. RSVP to Debbie @ 579-7000 Drafting Effective Wills & Trusts Monday, October 7, 2013 9:00am – 4:30pm Gold Coast 4000 W Flamingo Rd. Register at www.nbi-sems.com ASDO Caregiver Conference Wednesday, […]
Read More

Trust Funding – What To Do With Your Vehicle?


We always encourage our clients to properly fund their trust.  Ideally a person’s trust should become the new owner on real estate, bank accounts, life insurance, non-qualified retirement investment accounts, and even cars. Naturally, plenty of clients balk at our instruction to transfer title ownership of their cars to the trust.  After all, in Nevada this can […]
Read More