Monthly Classroom Conference Calls
All of these calls
are taped and archived on the web for Members to use.
| 2003 CCC Schedule | |
| January
31 Time: 12 Noon PST Speaker: Dennis Sandoval Topic: Understanding the AP RLT Trustee Options (including new options to be released in early 2003) |
February
28 Time: 12 Noon PST Speaker:Dennis Sandoval Topic: Understanding the DAP Distribution to Beneficiairies Options (includes two new options to be released in early 2003) |
| March
28 Time: 12 Noon PST Speaker:Dennis Sandoval Topic: Transferring the Residence for Medicaid Planning |
May
30 Time: 12 Noon PST Speaker:Dennis Sandoval Topic: Using Irrevocable Income Only Trusts for Medicaid Planning |
| June
27 Time: 12 Noon PST Speaker:Dennis Sandoval Topic:TBD |
July
25 Time: 12 Noon PST Speaker:TBA Topic: TBD |
| August
29 Time: 12 Noon PST Speaker:TBA Topic: TBD |
October
31 Time: 12 Noon PST Speaker:TBA Topic:TBD |
| November
21 Time: 12 Noon PST Speaker:TBA Topic:TBD |
| 2002 CCC Schedule | |
| January 25 Time: 12 Noon PST Speaker: Dennis Sandoval Topic: DAP 4.0 RLT Document Review |
February
22 Time: 12 Noon PST Speaker:TBA Topic: DAP 4.0 Special Needs Trusts Document Review |
| March 22 Time: 12 Noon PST Speaker:TBA Topic: DAP 4.0 Simple RLT Document Review |
May 31 Time: 12 Noon PST Speaker:TBA Topic: GRITs, GRATs, GRUTs |
| June 28 Time: 12 Noon PST Speaker:TBA Topic:Funding Under DAP 4.1 |
July 26 Time: 12 Noon PST Speaker:TBA Topic: SCIN/PAT |
| August 30 Time: 12 Noon PST Speaker:TBA Topic: QPRT |
September None Due to Summit |
| October 25 Time: 12 Noon PST Speaker:Steve Hartnett Topic:Charitable Lead Trusts can be a powerful way to benefit charity and leverage the applicable exlusion amount. |
November
22 Time: 12 Noon PST Speaker:Dennis Sandoval Topic: Private Foundations |
“The marketing is ingenious. Stick with the call-to-action marketing at least until you are very well established in the community. It is tried and true and will give you a steady flow of clients. The same is true of the seminar presentation. Whenever another attorney tells me he or she is thinking about doing seminars, I encourage them to do it because I know they will spend a lot of money to get a few people into a seminar where they will give a disjointed, lengthy seminar all the while talking over the heads of the attendees. They will not quote fees or come to a proper close and will realize few if any clients as a result. My results are the complete opposite.
The documents are complete and without rival. The education is superb as is the customer service, collegiality and professionalism.”