ESTATE PLANNING COUNCIL OF SAN DIEGO

The Estate Planning Council of San Diego Presents: 

Date: Tuesday, January 16th , 2018

Time: 5:30 P.M. to 8 P.M.

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Catalina 1

Topic:

We are pleased to present the topic of “The Family Conversation” at our January 2018 meeting. The panelists will address the goals of legacy planning, discuss family dynamics and intergenerational communication, and provide steps as to how we as professionals can further incorporate this concept as part of our practice. By exploring and implementing this concept with clients, some of the potential positives you can experience are better overall client relationships as the clients see the value and dimension you can add, as well as a better quality of communication and more detailed information regarding the clients' objectives and goals. Client retention naturally increases as you incorporate additional family members, collaborate with their team of professionals, and implement your clients' values and goals. The panelists will be presenting the “why’s” of The Family Conversation, and will follow up with a set of “how‐to’s” and some practical take‐away’s that will provide a new skill set or enhance what you are already doing as you work with clients and further differentiate yourself while providing the best end result overall for your client.

Panel Speaker Candise Holmlund: 

Candise Holmlund is a Chartered Financial AnalystB1, CERTIFIED FINANCIAL PLANNERTM professionalA, and a Trust and Estate PractitionerC bringing over 30 years of experience in the financial markets to Weatherly. Candise, a partner at Weatherly, is responsible for the management of client relationships and specializes in financial, tax, and estate planning issues for clients as her primary role at Weatherly.
Additional roles include various analytical functions, oversight of the firm’s covered call strategy, providing client stock option analysis, retirement planning, performance attribution, asset allocation, and investment analysis. Prior to joining Weatherly, Candise was Vice President, Manager of Trading and Investments at First Interstate Investment Services in Los Angeles, California where she managed a portfolio of $5 billion in Domestic and Foreign Investments for large public pension funds including Cal PERS, Oregon PERS, and Nevada PERS. Candise served as a senior member of the investment committee and provided credit, market, and economic analysis. Before joining First Interstate, Candise traded fixed income securities for Merrill Lynch in their Institutional Sales and Trading Division. Candise was responsible for global money market securities, government securities, futures, and derivative products coverage to large money managers on the West Coast. In a previous role at Merrill Lynch, Candise
specialized in restricted stock sales and option execution for key officers of Silicon Valley Companies. Candise is a member of the CFA InstituteB3, the Chartered Financial Analysts Society of San DiegoB3, the Estate Planning Council of San Diegov, North County Estate Planning Councilww and the Financial Planning

Association (FPA)+ 

Candise resides in Rancho Santa Fe, is active in community, civic, and charitable
organizations such as the Children’s Hospital Auxiliaryvv. Candise serves on the Executive Board of the RSF Foundation Women’s Fund+++, the International Bipolar Foundation++++, the Scripps Health Gift Planning Advisory Board (GPAB)^^, and Rady’s Children’s Hospital Foundation Estates and Trusts Council!!. Candise is a member of the Women Advisor’s Forum++, Corporate Directors’ Forum**, and serves on the Fidelity Wealth Advisor Solutions Advisory Boardxx.

** The information provided should not be interpreted as a recommendation, no aspects of your individual financial situation were considered. Always consult a financial professional before implementing any strategies derived from the information above. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Past performance is not necessarily indicative of future results. For detailed biography disclosures, please visit our comprehensive ADV2B http://www.weatherlyassetmgt.com/adv/

Panel Speaker Jennifer M. McGibbons:

Jennifer M. McGibbons is a partner at Sullivan, McGibbons & Associates LLP. Ms.
McGibbons provides the Firm’s clients advice in the areas of estate planning,
estate and trust administration, probate, and charitable planning. Ms. McGibbons
is admitted to practice law in California and received her law degree from the
University of San Diego School of Law in 2001. She received her undergraduate
degree from Cornell University in 1995.

Ms. McGibbons is a member of the California State Bar Association (Trusts
& Estates Section), the San Diego County Bar Association, and the North
County Estate Planning Council. Ms. McGibbons is also a member of the Estates
and Trusts Executive Committee at the Rady Children’s Hospital Foundation.
Ms. McGibbons is a Certified Specialist in Estate Planning, Trust, and Probate
Law by the State Bar of California Board of Legal Specialization. Ms. McGibbons
has been recognized as a California “Super Lawyer” by Super Lawyers® magazine
in the area of estate planning. Ms. McGibbons has also received the rating of AV
Preeminent from the Martindale Hubbell® peer review rating service. Ms.
McGibbons was listed in the San Diego Business Journal’s Best of the Bar and
was selected as a San Diego County Top Attorney in Estate Planning/Probate &
Trust/Tax in The San Diego Daily Transcript. She is a lecturer on estate and trust
topics and has presented for the North County Estate Planning Council and
CEB.

Prior to joining Sullivan, McGibbons & Associates LLP, Ms. McGibbons was a
Partner at Henderson, Caverly, Pum & Charney LLP, in San Diego, and an
associate in the Family Wealth and Exempt Organizations Practice Group at Luce,
Forward, Hamilton & Scripps LLP, in San Diego.

Panel Speaker Kevin L. Day:

Kevin L. Day grew up locally , his law firm; Day & Associates, works in the areas of estate planning, trust administration and entity formation, but most notably  Kevin is recognized as one of the leading international asset protection planning attorneys in the United States.  In addition to his Juris Doctorate, Mr. Day holds a Bachelor Degree in Chinese Studies and an MBA in International Management.  Mr. Day has authored numerous books on the subjects of lawsuit protection, offshore strategies, asset protection and privacy planning.  His extensive expertise in the field of lawsuit protection makes him a frequent guest speaker at conferences throughout the country speaking on the benefits and pitfalls of using domestic & international asset protection planning.  Since entering the international asset protection practice arena in 1992, Mr. Day has been engaged not only by noted actors, athletes, and many high net worth individuals, but also by many small-business entrepreneurs and individuals who need lawsuit protection and privacy on a smaller budget.  Mr. Day has the unique and valuable ability to ascertain the particular needs of each client and to customize client’s estate plan to meet those peculiar privacy, business or pre-marriage planning needs.

Although lawsuit protection planning is very niche, it is still fundamentally estate planning and must inculcate all of those crucial depository issues of addressing family concerns and family transition objectives. Mr. Day has found that special attention must be used to highlight the need for family transitions of estate plans that are aimed at privacy planning. Open communications between the generations early on will avoid confusion, unnecessary dissipation of wealth and enhanced family dysfunction, which post-death disarray seems to exacerbate. 

Menu:

The Classics Buffet

Classic Caesar Salad with Romaine, Parmesan Cheese, 

Croutons, and Caesar Dressing 

The Waldorf Salad with Apples, Celery, Walnuts, Butter Leaf 

Lettuce, and Raisins 

Green Beans Almandine 

Garlic Mashed Potatoes 

Chicken Fricassee with Vermouth 

Grilled New York Steak with Roasted Shallot Glaze 

Rolls and Butter 

New York Style Cheesecake 

Upside Down Pineapple Cake