Lessons from the Dark Side of Real Estate Inheritance

Are You Leaving Them a Gift or Digging Them a Grave?

 

Thursday, September 8, 2011   ●   San Francisco Paralegal Association

"I am thrilled that you addressed our group...I thought your presentation was top drawer!"  --C., San Francisco

 

The Revolution Will Not Be Trustworthy

Seven Keys to Creating and Protecting Wealth Amid Escalating Estate Tax Chaos

 

Thursday, May 5, 2011   ●   8:30 – 9:30 a.m.

"Interesting speaker; not boring!"  --G., San Francisco

 

 

Where Caesar, King Lear and The Donald Went Wrong

The Seven Real Estate Missteps that Hammer Your Net Worth and Nail Your Estate

Stanford University    ●    School of Medicine

 

"At the risk of repeating myself, I have to send you my formal thanks for a job beautifully done.  Thank you

so much for creating and delivering such a thoughtful [real estate & estate planning] program to our guests." 

--M., School of Medicine, Stanford University