Six Must Changes On Your Trust With Tax Reform Workshop and Dinner at Bonef...

Event Information

Share this event

Date and Time



Bonefish Grill

8701 West Charleston Boulevard

Las Vegas, NV 89117

View Map

Event description


Six Must Changes On Your Trust With Tax Reform

With the Federal Tax Reform in place, many people hold trusts that need to be fixed. Unfortunately, if these changes are not made, it could result in:

A) Your intended heirs not getting what you desire

B) Unnecessary and expensive administration costs

C) Unintended probate due to the wrong property assignment in your trust

D) IRA's and annuities being unnecessarily taxed

We will be teaching the SIX BIGGEST changes your Family Protection and Trust may need under Trump Tax Reform

1) Has your broker or advisor told you about the necessity to have a stand-alone IRA trust to avoid the potential tax explosion on death?

2) Have you removed the A/B provision to remove the potentially expensive and unneeded complexity of multiple trusts?

3) Have you utilized the new Family Protection LLC in conjunction with your trust to take advantage of the new Standard Deduction of $24,000?

4) Have you retitled the beneficiaries of your retirement plans and annuities correctly?

5) Have you utilized the new Uni-Trust provisions to assure your money does not leak outside your bloodline?

6) Has your trust been modified to account for the estate tax limit being rolled back in the year 2025?

The class is intended for those with at least $500,000 in liquid net worth and is an absolute necessity if you have retirement plans or IRA's.

* CPAs, insurance agents, lawyers, investment advisors. Due to the intellectual property and privately designed strategies we require a $1,500 advance fee and an NDA signed prior to attendance. We do check all professional and licensure databases prior to the event and will not admit anyone without the fee and NDA.

** No children, no pets, recording devices, or photography permitted. We do not permit any salespeople or attendees to promote or use this venue to solicit sales. (Respectfully, do not attempt to use this venue to intrude or bother any of the attendees as they are attending this event to learn. You will be escorted out if you attempt to sell any goods or services at this event)

This event is for educational purposes only. We are a fee-only fiduciary advisor and charge hourly for services. We may grant a complimentary introduction without an initial fee depending on the event or venue but no promise herein is made as to the grant of such. You may receive an offer for tax planning, tax preparation, estate planning, business planning, financial planning services but any such offer is not a guarantee that we will accept any person as a client as we use a selective process for client admittance to our systems and processes.

*** Lunch or dinner is provided depending on the venue. The meal has no cash value and cannot be redeemed herein or after such event. If you do not attend the event there is no voucher or meal granted. We will close the doors five minutes after the start time and no further admittance will be allowed to respect those people who were on time and so the event can stay on the time track agreed to with the venue location.

If you have any questions you can contact us at


Jason Meier

We reserve the right to refuse admittance to anyone

Share with friends

Date and Time


Bonefish Grill

8701 West Charleston Boulevard

Las Vegas, NV 89117

View Map

Save This Event

Event Saved