The Gathering 2018San Diego, CaliforniaHelping Business Owners: A Better Business, A Better Life

Go to www.Gathering2018.com for details!

Laureate Center

F O R W E A L T H A D V I S O R S

Program Location and Accommodations:The Westin San Diego Gaslamp Quarter | San Diego Ballroom, 4th floor | 910 Broadway Circle | San Diego, California 92101(619) 239-2200

Keynote Speaker:David K. Cahoone, Esq.

“The Gathering” Room Rate:$209 if reserved by January 31, 2018 (look for reservation link at www.Gathering2018.com)

Moderators:Steve Mancini, Esq., and Joe Strazzeri, Esq.

Please join us for our 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

15 Critical and Thought Provoking Topics29 Thought Leader Experts

9 Different DisciplinesContinuing Education Credits

Collaborative – Enlightening – Fun – Inclusive – Cutting-Edge – Balanced

Crazy Hawaiian Shirt Reception

Unforgettable Memories

Lifelong Friends

Dates and Times:Thursday, February 22, 2018

Friday, February 23, 2018

7:00am – 8:00am Registration, Breakfast, Meet the Presenters and Sponsors8:00am – 4:30pm General Session5:30pm – 8:30pm Crazy Hawaiian Shirt Luau7:30am – 8:00am Check-in and Breakfast8:00am – 5:15pm General Session5:15pm – 6:30pm Networking Reception

Participation Fee: $420Continuing Education Credits:CFP & CA Insurance – credits applied forCPA & MCLE (approved provider #11857) - credits offered

To Attend: Register on-line at www.Gathering2018.com, or call 858-200-1911

The Gathering 2018 Agenda—Day One

Thursday, February 22: General Session, Day 1

7:00am – 8:00am Registration, Breakfast, Meet the Presenters and Sponsors

8:00am – 8:10am Opening , The Gathering 2018 Sponsors

8:10am – 9:30am Providing Wisdom, Leadership, and Planning in Tumultuous Times; Presented by David K. Cahoone, Esq.

What a year it’s been since we were last together at the 2017 Laureate Gathering! Our 14th annual Current Developments Session will dig into to the planning opportunities and pitfalls created by the newly minted Tax Cuts and Jobs Act. We’ll focus on the most practical and relevant topics of conversation and planning opportunities for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Finally, we’ll examine how true collaboration among a team of advisors is even more important in the 2018 maelstrom to help our clients discover and implement a critical path to their Enlightened Dreams ™

9:30am – 10:00am Break

10:00am – 10:50am Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.

Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.

10:50am – 11:40am Medi-Cal and Medicare: Who, When, How –

and What’s Next?; Presented by Diane Gaswirth and Scott Stewart, Esq.

Scott and Diane will lead a frank and open discussion designed to help you understand the differences and advantages associated with both government benefit programs (as well as the potential effects on both due to government deficits). Confronting the costs of either acute or long-term care or both is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Understand how to help your clients plan through case study examples.

11:40am – 12:30pm Nevada Trusts in 2018: The NOST, NING, IGIT,

& BDIT; Presented by Jeffrey Burr, Esq. and Rebecca Haines, Esq.

Jeff and Rebecca will discuss the advisability, applicability and benefits of creating Nevada Trusts for asset protection, estate tax minimization, and state income tax avoidance. The discussion will include the use of Nevada Domestic Asset Protection Trusts (also known as Nevada On Shore Trusts or “NOSTs”), Nevada Incomplete Gift Non-Grantor Trusts (“NINGS”), Intentionally Defective Grantor Irrevocable Trusts (“IDGTs” or “IGITs”), and Beneficiary Defective Irrevocable Trusts (“BDITs”). In addition, there will be a discussion regarding the California Uniform Voidable Transactions Act (“UVTA”) and its potential impact on Nevada Trusts for California residents.

12:30pm – 1:50pm Sponsored Lunch

1:50pm – 2:40pm Immigration for Business Owners, Real Estate Owners, and Family Members; Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.

Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.

2:40pm – 3:30pm Advantages of Working with a Community

Foundation – Business, Real Estate, and Estate Succession Planning; Presented by Baruch Littman and Ellen Rosen, Esq.

In this deep dive presentation, Baruch and Ellen will focus on the value add that charitable planning provides and ways to incorporate these techniques into your exit planning practice for the benefit of your clients. Understand the three key planning areas of: technical/document strategies; advantages of using stock or partnership interests when exiting or refinancing, and the benefit of legacy. Learn how charitable planning may help a business owner have a better, more satisfying life, and a better relationship with their family.

3:30 – 3:50pm Break

3:50 – 4:40pm How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client; Presented by Private Bankers Brad Myslinski, Scott Keifer, and Dean Thompson

4:40pm – 5:00 pm Taking It Home; Presented by Steve Mancini, Esq., David K. Cahoone, Esq., and Joe Strazzeri, Esq.

5:30pm – 8:30pm Crazy Hawaiian Shirt Luau

The Gathering 2018 Agenda—Day Two

Friday, February 22: General Session, Day 1

7:30am – 8:00am Check-in and Breakfast

8:00am – 8:10am Opening

8:10am – 9:00am Marital Deduction Planning in the Current Tax Environment; Presented by Lew Dymond, Esq.

Spend a couple of hours with Lew Dymond discussing reflections, considerations, musings, and cogitations on Marital Deduction Planning in light of portability and high applicable exclusion amount.

9:00am – 9:50am Understanding Elder Financial Abuse – Helping Families; Presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer.

This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.

9:50am – 10:20am Break 10:20am – 11:10am Taxes, Control, and Cash Flow: Personal

Planning Before, During, and After the Sale of a Business; Presented by Peter Myers, Esq. and Sean Kenney, Esq.

11:10am – 12:00pm Give Your Clients “Command” of the Fiduciary Role with their own Private Trust Company; Presented by Matthew Grupp, Esq. and Christian Grupp

What is a Private Trust Company? How does it work? Planning Considerations: The Entole Solution: Governance, Processes, Legal Structures, and Technology

12:00pm – 1:20pm Sponsored Lunch 1:20pm – 2:10pm Exit Planning from an Income Tax

Perspective – Getting Your Bigger Bucket; Presented by Keith Troutman, CPA, Michael Shafer, CPA and Josh Siegel, CPA, JD, LL.M.

Keith and Mike will share their years of experience and insight for building company value and the importance of transaction readiness. Learn ways to help your clients improve their business process accounting systems; retain and reward key personnel; analyze after tax cash flow; structure the transaction; find the right buyer; and understand their tax structuring options upon sale.

2:10pm – 3:00pm Modern Uses for Life Insurance and Long-

Term Care: Protecting Your Future Relationships; Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower

Ok, its back to the future time. Considering the large number of family owned businesses, new tax laws, and possible transitions – practitioners need to understand the uses, benefits, liabilities, and dangers of life insurance, long-term care, and retirement distribution planning. Join experts Trey and Cindy as they de-mystify and explain these potential complications.

3:00pm – 3:30pm Break 3:30pm – 4:20pm How to be a Business Influencer – Your

Pathway to Motivation; Presented by Dean DeLisle and Shelley Lightfoot

Whether you work for an organization or you’re building one, being a business influencer is critical to developing new business. As you seek for you or your brand to be known, there is a lot of noise that can get in the way to the ideal target clients actually finding you in their search. With a plan and a few key steps, we show you how to get started. Join this active workshop where we show you how to jump in, have fun and get started to become an influencer in your professional world.

4:20pm – 5:10pm Private Fiduciaries and Trust Companies –

What to Consider from a Client’s Point of View as well as the Advisor’s; Presented by Ann Rosevear, Esq. and Lauren Derstine Humphrey, JD

What are the consideration, advantages, and risks when helping your clients choose between a private fiduciary or a trust company to help administer their estate? Ann and Lauren will discuss the regulations governing each of the two choices and how the roles complement each other, as well as some differences that may cause a choice in one direction or the other. Likewise, are there instances in which professional trustees and private fiduciaries should consider combining forces to carry out the best interest standard and what logistics, documents and/or drafting language would allow them to do so?

5:10pm – 5:15pm Taking It Home; Presented by Steve Mancini,

Esq., David K. Cahoone, Esq., and Joe Strazzeri, Esq.

The Gathering 2018 Presenters David K. Cahoone, Esq., - Keynote

Speaker, Principal, David K. Cahoone, PA,

Of Counsel , Johnson, Browning and

Clayon, Co-Owner , Laureate Center for

Wealth Advisors

Joseph J. Strazzeri, Esq.—Moderator

Partner, Strazzeri Mancini LLP; Partner,

Claifornia Estate and Elder Law; Co-

Founder, Laureate Center for Wealth

Advisors

Stephen J. Mancini, Esq.—Moderator

Partner, Strazzeri Mancini LLP; Partner,

Claifornia Estate and Elder Law; Co-

Founder, Laureate Center for Wealth

Advisors

Shelley Lightfoot—Moderator

Executive Director, Southern California

Institute; Executive Director, The

Founders Group

Steve Barlam, MSW, LCSW, CMC

Chief Professional Officer, LivHome

Ryan Alexeev, Esq., LL.M.

Partner, Hanscom Alexeev McDaniel

LLP

Jeffrey Burr, Esq.

Partner, Jeffrey L. Burr, Estate Planning &

Probate Attorneys

Dean DeLisle

Founder & CEO, Forward Progress

Lew Dymond, Esq., Retired, Consultant

Cindy Eisenhower

LTC Experts Advisor, Long Term Care

Insurance

Trey Fairman. JD, LL.M.

Paul Greenwood, Esq.

San Diego County Deputy District

Attorney

Christian Grupp

Founder and COO, Grupp Digital

Diane Gaswirth

Sales Director, United Healthcare

Matthew P. Grupp, Esq., LL.M.

Managing Attorney, The Grupp Law Firm,

PLLC

Rebecca J. Haines, Esq., MBA

Attorney and Counselor at Law, Law Firm

of Jeffrey Burr

Lauren Derstine Humphrey, JD Scott Keifer

Private Banker, JP Morgan

Sean Kenney, Esq.

Partner, Fox Rothschild LLP

Baruch Littman

Vice President of Development, The

Foundation

Brad Myslinski

Banker, JP Morgan, Los Angeles Private

Banking

Peter Myers, Esq.

Partner, Fox Rothschild LLP

Kimberley Robidoux, Esq.

Senior Attorney, Maggio + Kattar Ellen Rosen, Esq.

General Counsel, The Foundation

Ann Rosevear

President & Chief Trust Officer, Dunham

Trust Company

Joshua Siegel, CPA, JD, LL.M.

Senior Manager, Merger & Acquisition

Tax Services

Michael Shafer, CPA

Principal, Squar Milner Tax Department

Melisa Silverman, JD, CEPA,CEVA, SBA,

CMEA

President Avenue M Advisors, Inc.;

Partner, The Founders Group

Richard Scott Stewart, Esq.

Partner, California Estate and Elder Law

Dean Thompsom

Private Banker, JP Morgan

Keith Troutman, CPA

Partner, Squar Milner

“Achieve quiet confidence to work with wealth families while practicing profitability,

efficiently, and with passion.” - David K. Cahoone, Esq.

Contact us today to find out if the Laureate Program is right for you.

Nathalie Fairfax, Programs Director

connect@laureatecenter.com

858 200-1919

www.laureatecenter.com

© Copyright 2018. Laureate Center for Wealth Strategies. All Rights Reserved