Upcoming Events

March 8, 2025, 9:00 am, CNBC: Patricia and Howard on CNBC 15-minute interview on Asset Protection Planning (Preview the interview…)

June 14, 2025, Washington, DC: American Academy of Attorney-CPA’s, Annual Meeting and Education Conference:
“Drafting Considerations for the Asset Protection Trust” (Howard)

June 14, 2025, Washington, DC: American Academy of Attorney-CPA’s, Annual Meeting and Education Conference:
“Specialized Planning: Effective Creditor Protection Techniques for Real Estate” (Patricia)