Jeff Instructs Wealth Counsel Attorneys

As the month of August winds down so does Summer. We have had the blessing of spending a lot of quality time with our seven children, six children-in-laws and fifteen grandchildren. My wife, Susan, is remarkable not only in her capacity as a loving wife and mother, but as a much adored grandmother. She has a way of making everybody, whether an adult or child, whether family, friend or casual acquaintance, feel very special. How blessed I am to have her and our great family.

I have several speaking engagements coming up in the next few months. On Friday, September 23rd, I will be making a presentation at 1:00 p.m. at the Brigham Young University Law School in Provo, Utah, entitled “Establishing and Operating a Successful Estate and Business Planning Law Firm in the 21st Century“. On October 19th, I will be presenting a national Webinar for the National Business Institute entitled “An Attorney’s Guide to Asset Protection Planning”. On Friday, October 21st, in San Francisco, and, Friday, December 9th, in Los Angeles, I will be on the faculty of an all day Continuing Education program sponsored by the California Bar on Asset Protection Planning.

I belong to the international association, STEP, (The Society of Trust and Estate Practitioners). This is a professional body for the trust and estate profession worldwide. I have been asked to be on the Board of Directors of the new Orange County Chapter of STEP.

I am grateful for our many clients and friends and the opportunity that I have to assist them with their legacy of preserving, protecting and transferring their assets to the next generation and beyond. What a privilege and honor it is for me to be part of this critical life defining process.