Workshops & Agenda

ANNOUNCEMENT

The Teton Institute Road Show … Memphis:  November 9 & 10, 2012

We are happy to announce that the next Teton Institute Roadshow will be held in Memphis, Tennessee on November 9th and 10th, 2012!  Cecil Smith and Carol Gonnella will host their popular Teton Institute 2-day workshop in Memphis at the Embassy Suites Hotel on Shady Grove Road.  The hotel is across the street from Cecil’s law offices.

Because we had so many attendees request that we offer some Ethics credits, we are including 2 hours of Ethics topics in this year’s workshop.  The Ethics courses will be taught by Bruce Smith, one of Cecil’s partners at Apperson Crump PLC, the oldest law firm in Memphis … having been in continuous operation since 1865.  Bruce, former Hearing Panel Member of Board of Professional Responsibility of the Supreme Court of Tennessee, travels making presentations about Legal Ethics and Professional Responsibility.  Bruce also serves as the Ethics Officer at Apperson Crump.  Attorneys at Apperson Crump consult with Bruce whenever they feel they have a possibility of a conflict or other ethical issue.

This year’s workshop will also include courses on the post-mortem settlement of trusts and estates.  These courses will be taught by Tara Kostakis, who has served as law clerk for our Probate Judges; thus, she knows the ins and outs of Probate and is responsible for most of Apperson Crump’s post-mortem settlement business.

The topics to be covered include:

1.   Asset Protection Above Ground … strategies available to protect you during your lifetime.

2.   Asset Protection Below Ground … strategies available to protect your heirs after your death.

3.   The Seven Tiers of Asset Protection

4.   Worksheet to Analyze Assets Exposed to Seizure

5.   Using LLCs for Asset Protection

A.  The Charging Order

B.  Multi-Member LLCs

C.  New Wyoming Law Extends Charging Order Protection to Single-Member LLCs

D.  Separating Hot Assets from Cool Assets

E.  Separate LLCs … one for each Child, so Children aren’t forced to be in business with each

other after they inherit the LLCs.

6.  Maximizing Discounts for Estate and Gift Tax Savings

7.   Domestic Asset Protection Trusts.

8.   The Cowboy Cocktail (Wyoming LLCs coupled with Wyoming DAPTs).

9.   Choice of Trustees for the DAPT:

A.  Any independent individual who resides in Wyoming.

B.  Any person who is qualified under Wyoming law to serve as a trustee

C.  A regulated Wyoming bank or trust company

D.  The Private Trust Company, which is owned and administered by your client and his family.

10.  The Ultimate Cowboy Cocktail (LLCs coupled with DAPTs using a Private Trust Company as the

Trustee).

12. QPRTs, BERTs, ILITs & Gift Trusts. Are yours protected? If not, how can you beef up the

protection?

13. Strategies to Protect the Personal Residence.

14. Protecting IRAs and other Retirement Plans, before death & after death.

15. The Stand-Alone Retirement Benefits Trust.  Should it be revocable or irrevocable?  How does the Retirement Benefits Trust work?  Each attendee will receive a complimentary copy of Cecil and Carol’s latest book about IRAs, which they coauthored with Bob Keebler.  The book, Don’t Make the Big IRA Mistake, is chocked full of graphic illustrations to help answer the question:  Who should be the beneficiary of my IRA (or other retirement plan.)

It’s Like Flying First Class.

The class will be small.  The pace will be slow.  The interaction between attendees and faculty will be invigorating; thus, the learning experience will be huge.  After Lew Dymond attended the Teton Institute a few years ago, he said “It was like flying first class.”

The goal of this workshop is for you to go home with the knowledge and tools to support and implement practical asset protection strategies that work.  Don’t miss the opportunity to attend this year’s Teton Institute Roadshow.

When? 

Friday & Saturday, November 9th and 10th, 2012.

Where? 

Memphis, Tennessee; Embassy Suites Hotel on Shady Grove Road, a half block off Poplar Avenue.

What Time are the Classes? 

Friday …… 9:00 AM—5:00 PM.

Saturday … 9:00 AM—2:00 PM.

Then go out and enjoy Memphis … Elvis’ Graceland, Sam Phillips’ Sun Studio, Beale Street (Home of the Blues) and the Mississippi River.

Size of Class is Limited.

We are expanding the class this year to include a maximum of 40 attendees.  Registrations will be accepted on a first-come first-serve basis

Where to Stay?

The Embassy Suites has a block of rooms held in the name of Teton Institute. Rooms run around $129—$149 per night.  For those arriving Thursday evening, we will have a welcome reception in the Presidential Suite at the Embassy Suites and those who desire can get together for dinner.  The Embassy Suites is the home of Frank Grisanti’s Italian Restaurant, Memphis’ most popular Italian restaurant, and Ruth Chris’ Steak House is less than a 100 yards from the Embassy Suites.

Cost? 

$395.  This includes seminar materials, a wine and cheese reception Thursday night and lunch Friday.

How to Register?

To register for the workshop, please call Kristen Walker between 8:30 AM – 12:30 PM (Monday through Friday) at (800) 955-0554.  We accept American Express, Visa & MasterCard, as well as checks.

After you register, we’ll send more details.  We look forward to seeing you in Memphis.

Sincerely,

Cecil & Carol

Below are some comments some of last year’s attendees wrote about the workshop

•           Awesome!

•           Very good.  Great content.

•           Great!!!  Amazing group coupled with great content.  I’m looking forward to another seminar in the near future.

•           Cecil & Carol.  This has been a fantastic seminar.  I have been wanting to find this level of quality education.  This is the first seminar in 10 years that exceeded my expectations.  Part of the magic was the experience and collegiality of this wonderful group of attendees.  If that is repeatable, I will want to attend anything you put together.

•           Well thought out – well presented; great value and location.

•           Very helpful for immediate action.  Thank you.

•           It met my expectations … and then some.  I really liked the small size — allowed good collegiality and sharing of ideas. The social evening at Cecil’s house was gracious and relaxing.  Nice touch!

•           I have thoroughly enjoyed the workshop … learned a lot.

•           Loved it.  Was one of the best I have attended.  I actually learned things I can use.

•           Great meeting.  Class operation.

•           Best CE I have attended in 30 years.  Informative, relaxing, enjoyable.  Would absolutely attend another.

•           Wonderful!  So incredibly informative! The presenters and attendees provided a wealth of information and encouraged a fantastic discussion.  I have learned more in these 2 days than I have at any other conference/CE.  I have enjoyed it tremendously!

•           Fantastic experience!  The educational event was superb, the party was lots of fun.  The food, service and facilities were all excellent.  Thank you, Thank you!

•           Excellent!  I’ll come again … anywhere, any time.  This is a very good use of my time.

•           Very informative.  All speakers were great and explained points well.

•           Very informative.  Lots and lots of good ideas!

•           The workshop has been excellent.