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  • EP Professionals Luncheon - "A Team Approach to Estate Planning" with Speaker David Gaw

EP Professionals Luncheon - "A Team Approach to Estate Planning" with Speaker David Gaw

  • Thursday, January 09, 2020
  • 11:30 AM - 1:30 PM
  • Randy Peters Event Center, 105 Vernon Street, Roseville

Registration

  • Chicken Marsala plated lunch will be provided; a vegetarian option of Risotto is available. Be sure to check the box during registration if you want the vegetarian option. There is no charge for this lunch as it is generously sponsored by Placer Community Foundation.

Register


Come join us for lunch at Randy Peters Event Center and listen to an enjoyable presentation by David Gaw

January 9, 2020



This session will offer you information to:

  • Create added value for your clients by utilizing a team approach to your services
  • Create a Credit Trust?  Income Tax vs. Estate Tax.  Q-TIP a Credit Trust? Use a “Delaware Tax Trap”?
  • Educate your clients about the flexible charitable giving options a community foundation can provide

Who should attend:  Estate Planning Attorneys, CPA's and Financial Planners. 


Earn one hour general MCLE credit or one hour MCLE Estate Planning specialty credit, California Board of Accountancy CE credit or Certifie Financial Planner Board of Standards CE credit.


ABOUT DAVID….


Dave graduated sixth in his class of more than 350 students at Hastings College of Law and could have practiced in virtually any community, but chose Napa and has never left. During his 45-year career practicing, Dave has become one of California’s most recognized and trusted estate planning lawyers.  Co-founding Gaw Van Male (GVM) in the early 70’s, his practice focused exclusively on the areas of law that are his passion – Estate Planning, Trust Administration and Elder Law. In 2018 he launched Gaw Estate Planning – a boutique law firm dedicated exclusively to estate planning and related areas of the law.


Dave is a Certified Specialist in Estate Planning, Probate and Trust Law, designated by the State Bar of California Board of Legal Specialization.  He is a former member of the Executive Committee of the Trusts and Estates Section of the State Bar.


He speaks extensively throughout California and the nation on a variety of estate planning and administration topics, and is among the most respected attorneys in his field.  One of the highest achievements for an estate planning lawyer in California is to become a Certified Specialist. From 2007 until 2017, CA State Bar Trusts and Estates Section chose Dave as an instructor preparing attorneys for this specialization exam. 


There is no charge to attend this lunch as it is generously sponsored by:





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