Report on Jeff’s Recent Activities

1:32 pm Uncategorized

In the last several weeks I have been very busy travelling and speaking at various seminars and working hard in our practice.  During the second week of May, I was back in Alexandria, Virginia, where I have become “Of Counsel” to a law firm established by my good friend and colleague, Rhonda Miller.  Rhonda is both a California and Virginia licensed attorney who has a limited practice here in Orange County, California, with her main practice in Alexandria, Virginia.  I am now “Of Counsel” to Rhonda and her new firm, Matsen & Miller.  I am very excited about this relationship and I am confident that it will be beneficial for both my local practice and our national practice in Asset Protection Planning and high net worth Estate Planning.

Jeff in Lobby Report on Jeff’s Recent Activities On Thursday and Friday, May 12th and 13th, I was at the Fourth Annual STEP (Society of Estate and Trust Planners), Pacific Rim Conference in Santa Monica.  I was a speaker at the Conference last year and so it was nice to renew acquaintances and make new contacts among trust and estate planners from all over the world.

On Thursday, May 19th, I was in San Diego were I was a featured speaker at the 2011 Trust and Estate Symposium at the University of San Diego.  On Saturday, May 21st, I spoke at the California Forum for International Wealth Planning 2011 at the Paradise Point Resort in San Diego.  My topic was “Asset Protection Planning: When To Go Offshore And Why And The Advantages Of Offshore Asset Protection Trusts”.

On June 1st through June 3rd, I will be in attendance at the Family Office Forum at the Park Hyatt Hotel in Chicago.  I will be a featured speaker on the topic of “What Every Financial Advisor And High Net Worth Individual Should Know About Asset Protection Planning”.

I am excited about the continued growth of our practice and the opportunity I have to share some of my experiences and legal knowledge with other attorneys and wealth advisors.

Get started by contacting our Orange County asset protection estate planning law firm as soon as possible.

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