Portability:  Taking Advantage of the New Law in Your Clients' Estate Plan

Speaker

Ray Sheffield

Thanks to our Meeting Co-Host 

Meeting Details:

For most estates portability is a huge change in the law and makes us rethink how we do estate planning.  We will discuss the pros and cons of using portability in the planning process, as well as ways to create flexibility in an estate plan to take advantage of uncertainties with the law and the clients' circumstances.

Speaker Bio:

Raymond Sheffield is a noted speaker in the Tax and Estate Planning area. He speaks regularly before numerous professional and charitable organizations on various tax, business, and estate planning topics.  Raymond recently spoke at the Financial Planning Association’s Annual Conference held in Denver, Colorado.  He is an adjunct Professor at Golden Gate University School of Law and teaches the LL.M. tax program.  He focuses his practices on all aspects of trusts, estate planning, probate and trust administration, tax and business planning.
 
Raymond holds a J.D. from the University of Santa Clara School of Law and an LL.M. in Estate Planning from the University of Miami School of Law, which is the number one program in the country.
 
Raymond’s guiding concern is to give clients clear and straightforward advice on complex areas of the law.  He believes that a good lawyer makes things as simple as possible for his clients to understand.  Raymond counsels individuals, families, business owners, trustees, and executors.  He strives to counsel his clients on both the wealth transfer tax issues and the non-monetary issues that revolve around life events.
 
Through personal counseling Raymond is able reduce complex issues for everyone to understand and smoothly lead his clients to implement sophisticated estate plans.  His experiences as a pastor, insurance agent, and stockbroker serve him well in counseling clients regarding the family dynamic and the emotional impact various decisions may have, beyond the financial results.
 
Raymond is on the Executive Committee of the Silicon Valley Bar Association’s Trusts & Estates and Tax Committees of the California State Bar and The American Bar Association.  He is also active in the Pro Bono Project’s Lawyers in the Library program in downtown San Jose.  He is licensed to practice before the United States, Supreme Court of California and the United States Tax Court.
 
Raymond lives with his wife and two daughters in the Almaden Valley of San Jose.  He is a graduate of Leland High School.

Advanced Registration:

$40 - FPA Members
$45 - FPA Non-members

Register Online using your credit card.

Advanced registration ends May 7th.

Note: You may continue to register after May 7th but you will be charged at-the-door pricing. Online registration closes May 9th.

No refunds will be made after May 9th.

At The Door Registration:
(Cash or Check)

$60 - FPA Members
$65 - FPA Non-members

No refunds will be made after May 9th.

1.5 hrs of CE credit has been granted by the CFP Board.

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