Estate Planning

Speaker - Rich Dayton
 

Meeting Details:

Client retention strategy 101: The Importance of Generation Skipping Trust (GST) planning PLUS: Special Planning for Clients with Second Marriages in keeping Assets Under Management.
• How GST Trust planning can make an 8 times improvement over an outright inheritance.
• Why should YOU care about second marriage issues?
 

Attorney Richard C. Dayton provides estate planning counsel to couples, families, individuals and businesses and is a Certified Specialist in Estate Planning, Trust, and Probate Law.  Mr. Dayton also teaches Estate Planning for Certified Financial Planners in training.  He earned his Juris Doctor degree from Santa Clara University School of Law and is associated with several professional organizations and advisory Boards.

Advanced Registration:

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends September 6.

Note: You may continue to register after September 6 but you will be charged at-the-door pricing. Online registration closes September 8.

No refunds will be made after September 6.

At The Door Registration:
(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after September 6.

This Meeting Proudly Sponsored By
Dayton Law Firm