The Orange County Bankruptcy Forum Presents a Hybrid Program (Attend In-Person or via Zoom)

Worlds Collide

Speakers:
Thomas H. Casey, Esq. – The Law Offices of Thomas H. Casey, Inc.
Jeffrey M. Verdon, Esq. – Falcon Rappaport & Berkman LLP

Moderator:
Laila Masud, Esq. – Marshack Hays LLP

Comprehensive estate planning often includes planning for tax efficient generational wealth transfer and asset protection from future unforeseen lawsuit creditors and predators. The taxpayer/debtor who ends up in bankruptcy may find the tax and asset protection planning will not hold up under the scrutiny of the bankruptcy court. The panel of bankruptcy and estate & trust and asset protection practitioners will examine the “why” and “how” of integrated estate planning with asset protection, and just how fragile such planning can be when adjudicated in the bankruptcy forum.

Date/Time:
Thursday, September 14, 2023
Zoom: 12 p.m. – 1 p.m.
or
In-Person Lunch
Check-In and Networking: 11:30 a.m.
Program: 12 p.m. – 1 p.m.

Register Now:
Visit the OCBF website for details and to register.

Questions:
Contact OCBF at (949) 681-8676 or [email protected].