{"id":3282,"date":"2019-01-29T12:38:29","date_gmt":"2019-01-29T20:38:29","guid":{"rendered":"https:\/\/mcdlawyers.net\/?post_type=tribe_events&#038;p=3282"},"modified":"2019-02-19T10:25:25","modified_gmt":"2019-02-19T18:25:25","slug":"life-insurance-estate-planning","status":"publish","type":"tribe_events","link":"https:\/\/mcdlawyers.net\/?tribe_events=life-insurance-estate-planning","title":{"rendered":"Life Insurance as a Tool for Adv. Estate Planning (6 CE Credits) &#8211; McDowall Cotter San Mateo 3\/27\/19 8:30 AM"},"content":{"rendered":"<p><span class=\"e2ma-style\">Join us on Wednesday 03\/27\/19 from 8:30am to 3:00pm for our CE credited workshop,\u00a0<strong><em>Life Insurance as a Tool for Adv. Estate Planning<\/em><\/strong>. The workshop will happen at McDowall Cotter APC\u00a0San Mateo office located at\u00a02070 Pioneer Court,\u00a0San Mateo.<\/span><\/p>\n<p><strong><em>**This event provides 6 CE credits for Collaborative Advisors, such as CFP&#8217;s, CPA&#8217;s, EA&#8217;s, and Life. Lunch will be provided by McDowall Cotter.<\/em><\/strong><\/p>\n<p>Share our link and RSVP today:\u00a0<a href=\"https:\/\/life-insurance-estate-planning-mcdowall-cotter.eventbrite.com\" target=\"_blank\" rel=\"noopener\">https:\/\/life-insurance-estate-planning-mcdowall-cotter.eventbrite.com<\/a><\/p>\n<p>Advanced Estate Planning Concepts for Building Your Business.<\/p>\n<p>Build on your basic knowledge of estate planning concepts using <strong><u>Life Insurance.<\/u><\/strong><\/p>\n<p>In this workshop you will learn about:<\/p>\n<ul>\n<li>The mechanics of Irrevocable Life Insurance Trusts<\/li>\n<li>Irrevocable Life Insurance Trusts remain relevant here in the bay area where there is significant wealth concentration<\/li>\n<li>Expand your understanding of the many options available to your clients through the use of an Irrevocable Trust;\u00a0the Irrevocable Life Insurance Trusts PLUS<\/li>\n<li>Learn about Advanced Estate Planning Strategies and how they may apply to your clients <strong><u>using Life Insurance<\/u><\/strong><\/li>\n<li>Charitable Remainder Trusts for estate tax reduction, balancing concentrated positions and moving into retirement communities<\/li>\n<li>Charitable Remainder Trusts in combination with Irrevocable Living Insurance Trusts to maximize tax savings and provide a\u00a0reservoir of inheritance for the kids<\/li>\n<li>Learn about the Alphabet Soup of Advanced Estate Planning and how a basic knowledge of that Planning can grow your business.\u00a0 We\u00a0will discuss:<\/li>\n<li>QPRTs\u00a0\u00a0\u00a0\u00a0\u00a0 (Qualified Personal Residence Trusts)<\/li>\n<li>CLTs\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (Charitable Lead Trusts)<\/li>\n<li>GRATs \u00a0\u00a0\u00a0\u00a0 (Grantor Retained Annuity Trusts)<\/li>\n<li>QDOTS\u00a0\u00a0\u00a0\u00a0 (Qualified Domestic Trusts for your international clients)<\/li>\n<li>IDGTs\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 (Intentionally Defective Grantor Trusts)<\/li>\n<li>Learn of wealth preservation strategies through the use of entities including LLC\u2019s and Corporations<\/li>\n<li>Learn How to work with Estate Planning Attorneys and Tax Professionals to maximize your firm\u2019s business and sphere of influence <strong><u>using Life Insurance.<\/u><\/strong><\/li>\n<\/ul>\n<p>The Ins and Outs of Proposition 13 and its progeny<\/p>\n<ul>\n<li>Transferring real estate to the kids without reassessment<\/li>\n<li>The use of Life Insurance in maximizing the benefits of real property transfers<\/li>\n<li>The many Tricks and Traps of Proposition 13<\/li>\n<li>Using entities to maximize property tax saving<\/li>\n<\/ul>\n<p><strong>CE Credits are for Life Insurance agents, CFPs, CPAs and EAs.<\/strong><\/p>\n<p>If you would like to sign up for this class, please contact us at:<\/p>\n<p>2070 Pioneer Court<br \/>\nSan Mateo, CA 94403<br \/>\nTel 650-572-7933<br \/>\nFax 650-572-0834<\/p>\n<p><u><a href=\"https:\/\/mcdlawyers.net\/\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/mcdlawyers.net\/&amp;source=gmail&amp;ust=1550683550986000&amp;usg=AFQjCNEEWX4yaf77kbrzOFYYCWxIaZFNNA\">McDowall Cotter<\/a><\/u>\u00a0provides comprehensive legal services in three areas of practice: civil litigation; business; and wealth preservation. To learn more visit us at\u00a0<u><a href=\"https:\/\/mcdlawyers.net\/\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/mcdlawyers.net\/&amp;source=gmail&amp;ust=1550683550986000&amp;usg=AFQjCNEEWX4yaf77kbrzOFYYCWxIaZFNNA\">https:\/\/mcdlawyers.net<\/a><\/u>. We are a San Mateo based law firm and for more than 50 years, McDowall Cotter\u2019s chief objective has been to deliver exemplary legal services that are personalized, effective and efficient.<\/p>\n<p>McDowall Cotter routinely provides such interpretation in the form of coverage opinions. We understand the anatomy of <a href=\"https:\/\/mcdlawyers.net\/expertise\/civil-litigation\/insurance-defense\/\" target=\"_blank\" rel=\"noopener\">insurance policies<\/a> and which provisions tend to cause trouble for their issuers. Our\u00a0estate planning process includes planning for incapacity without probate, and consultations for making well-reasoned decisions whether you are married, have children, are single, or are part of a blended family. Our goal is to provide you with an estate plan that provides for dignity and privacy in the event of incapacity and provides for the efficient and\u00a0cost effective\u00a0transfer estate assets in the event of death.<\/p>\n<hr \/>\n<p>Your Organizer:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cdn.evbuc.com\/eventlogos\/195812699\/mclogo.jpg\" alt=\"McDowall Cotter Attorneys San Mateo\" \/><\/p>\n<p><a href=\"https:\/\/mcdlawyers.net\/\" target=\"_blank\" rel=\"noopener\">McDowall Cotter<\/a>\u2019s chief objective is to deliver exemplary legal services that are personalized, effective, and efficient. Legal matters can be confusing and intimidating; we make it our business to provide clients with the assistance they need to understand the law and with the services they desire to make it work for them.<\/p>\n<p><a href=\"https:\/\/mcdlawyers.net\/\" target=\"_blank\" rel=\"noopener\">McDowall Cotter<\/a>\u00a0provides comprehensive legal services in three areas of practice: civil litigation; business; and wealth preservation.<\/p>\n<p>We pride ourselves on our knowledge, experience, commitment and compassion. We strive, for every client and under every circumstance, to conduct ourselves in ways that combine the care and creativity that make us excellent wealth preservation planners with the determination, teamwork and attention to detail that explain our enduring success as business counselors and litigators.<\/p>\n<p>Check our website at:\u00a0<a href=\"https:\/\/mcdlawyers.net\/\" target=\"_blank\" rel=\"noopener\">https:\/\/mcdlawyers.net\/<\/a><\/p>\n<p>For more information about our services, contact us at:<br \/>\n2070 Pioneer Court<br \/>\nSan Mateo, CA 94403<br \/>\nTel 650-572-7933<br \/>\nFax 650-572-0834<\/p>\n<p>Mountain View &#8211; Satellite Office<br \/>\n<span class=\"collab-selectable-content-wrapper\">800 W El Camino Real, Suite 180,<br \/>\nMountain View, CA 9040<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Join us on Wednesday 03\/27\/19 from 8:30am to 3:00pm for our CE credited workshop,\u00a0Life Insurance as a Tool for Adv. Estate Planning. The workshop will happen at McDowall Cotter APC\u00a0San [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":3283,"template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"_tribe_events_status":"","_tribe_events_status_reason":"","footnotes":""},"tags":[118,125,124,28,70,95,119,115,116,123],"tribe_events_cat":[64,62],"class_list":["post-3282","tribe_events","type-tribe_events","status-publish","has-post-thumbnail","hentry","tag-attorneys","tag-ce-credits","tag-credits","tag-estate-planning","tag-law","tag-laws","tag-lawyers","tag-life-insurance","tag-planning","tag-tools","tribe_events_cat-san-mateo","tribe_events_cat-workshop","cat_san-mateo","cat_workshop"],"_links":{"self":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/tribe_events\/3282","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/tribe_events"}],"about":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/types\/tribe_events"}],"author":[{"embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/users\/13"}],"version-history":[{"count":0,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/tribe_events\/3282\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/media\/3283"}],"wp:attachment":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3282"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3282"},{"taxonomy":"tribe_events_cat","embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftribe_events_cat&post=3282"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}