BUILDING YOUR FAMILY DYNASTY
PROTECT YOUR FAMILY'S ASSETS
FOR THE NEXT 100+ YEARS

Upcoming Program Schedule for Radio Show 2007
Past Program Schedule for Radio Show
July 21 How to Use Charitable Gifting to Save Taxes: Gifting laws; Mini-Rockefeller Foundation; Charitable Remainder Trust; Charitable annuities; Charitable Lead Trust
July 28 Professional Advisors as Bumble Bees: How to work with a CPA, life insurance advisor, property and casualty insurance advisor, financial planner, attorney
Aug 4 Preventive Law and How It Protects Your Family: Philosophy; Examples of Preventive Law
Aug 11 Where Therešs a Will, There May Not Be a Way: Probate consequences; Wills; funeral and burial instructions; personal property; Statement of Wishes
Aug 18 Our Preventive Law Flagship - the Family Fortress Dynasty Trust: History of Trusts; Probate protection; estate tax protection; preventing spoiled children; client's objectives; Statement of Wishes and protection
Aug 25 Make Sure All of Your Asset Cows Are in the Corral before Nightfall: History of funding Trusts; how to transfer your assets; coordinating your retirement plans; documents to use for transferring assets
Sept 1 Are You Legally Prepared When You Arrive Unconscious at the Hospital: Living Will, Medical Power of Attorney, HIPAA (Health Insurance Portability and Accountability Act), Mental Health Care Power of Attorney, General Power of Attorney, Babysitter medical consents
Sept 8 When Itšs Time to Perform a Life Insurance Ectomy Operation and Create an Irrevocable Family Fortress Trust: When to use the Irrevocable Trust for gifting life insurance; How the Irrevocable Trust is used to provide for children and grandchildren
Sept 15 Achieving Family Harmony for Many Generations: the Integrity Agreement; Preventing misunderstandings; the Confidentiality Agreement
Sept 22 How to Create a Noble Soul for a Family: Prepare a Family Constitution; Creating family culture
Sept 29 Protecting Your Investments in a Limited Partnership: Investment criteria; Dangerous assets; Ownership and control; Family bank
Oct 6 Gifting and dealing with spoiled children: Tax free gifting techniques
Oct 13 Bad Marriage Can Destroy a Dynasty: Pre-Marriage Agreement; Post-Marriage Agreement; Dealing with divorce

If you miss a show you may order a CD by sending an email to:
prevlaw@gmfdlaw.com or call 602 252-5110