Trust Jurisdiction Planning: When to Plan Beyond California

Date: Wednesday, November 15, 2017
Time: 11:45am - 1:15pm
Location: City Club - downtown
Speaker: Elizabeth R. Glasgow and Daniel Lorenzen

Elizabeth R. Glasgow and Daniel Lorenzen of Venable LLP will present on "Trust Jurisdiction Planning: When to Plan Beyond California." This presentation will focus on income tax planning techniques, RAP issues, silent trusts, and domestic asset protection planning.

Elizabeth R. Glasgow concentrates her practice on estate planning and wealth management. She works with business owners, entrepreneurs, real estate investors, and other high-net worth individuals to implement strategies that maximize the preservation of wealth by mitigating income, estate, gift and generation-skipping transfer taxes and managing the exposure of a family’s wealth and business assets to future creditors.

Daniel Lorenzen counsels clients on all aspects of their estate planning, including the preparation of trusts and wills, tax planning, business succession planning, and family wealth transfers. His clients own businesses in a cross section of California industries, including entertainment, fashion and apparel, Silicon Valley/Beach, real estate, biotech, oil and gas, and agriculture.

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