Events Information

The North County Estate Planning Council- San Diego is thrilled to have noted Asset Protection Planning Trust expert Kevin L Day of Day & Associates present on:

 Offshore Trusts - Not Just for Blue Bloods Anymore; AND Domestic Asset Protection Trust Have Their Place As Well

Come learn about the uses and practical application of domestic and international trust for protecting your client’s estate assets. More importantly learn the traps and dangers to the unwary practitioner.  

For those of you who attended our Meeting last year with Jay Adkisson, the noted APT expert, he said this planning and drafting arena is not for the unwary. The nuances of APT planning and drafting is not to be underestimated. A planner that regularly works in this arena is a must: Kevin Day.

Sponsoring this NCEPC-San Diego Meeting is:

Buddy Thomas and Superior Planning, Inc.:

Superior PIanning, Inc.  is a La Jolla based Family Office that has redefined the Family Office Model serving dozens of wealthy families over the past thirty years.

Our clients turn to us for strategic net worth planning and administration that integrates their entire advisory team, and generates an operational path and plan to their most desired outcomes.

An effective Family Office saves the client time, facilitates advisory team coordination, clarifies decision-making, and produces a meaningful return-on-retainer. 

As the proven provider of modern Family Office services in Southern California, Superior Planning is currently seeking discerning client families and capable future staff members.

Superior Planning, Inc. is led by James F. Thomas, Jr. (Buddy), President, Chief Planning Officer, and Kelly Nillson, both Members of the NCEPC-SD.

Superior Planning, Inc. 4275 Executive Square, Suite 990 La Jolla CA, 92037 www.superplan.com

Our Speaker: Kevin Day of Day & Associates:

Attorney Kevin L. Day is an estate planning and complex gifts and trusts attorney. His law firm is recognized nationally in the areas of international asset protection planning and foreign inbound trust planning. Mr. Day holds a BA in Chinese Studies, a MBA in International Business, a Doctorate degree in Jurisprudence and has authored 5 books in the area of estate planning and lawsuit protection. He has advised business owners and private estates on a broad spectrum of estate concerns including planned bequests and charitable gift planning. Mr. Day has enjoyed the opportunity to assist many charitable organizations in their endeavors to make our world a better place.   Is on several foundation Boards and has assisted with estate planning worked with the San Diego Sheriff’s Department since 1997.

QUALIFICATIONS:    Well established experience in Advanced Estate Planning: International and Domestic Corporate and Trust structuring and Advanced Asset Protection and Charitable Planning.

AREAS OF PRACTICE

• Domestic Estate Planning (Will, Trust, Estate Freeze Planning);

• Bequests & Charitable Planning;

• Advanced Asset Protection;

• International Estate Planning for U.S. Citizens;

• Pre-immigration planning for inbound Non-U.S. citizens;

AUTHORSHIP:

BOOKS:

• Lawsuits, Taxes and Asset Protection

• The Offshore Money Strategies

• Privacy in the United States

• Ultra-Privacy Guide

AUDIO TAPE COURSES:

• Golden Parachutes for Business Owners 

• How to Disinherit Uncle Sam

• (How to use Living Trusts, Family Limited Partnerships, Charitable Remainder Trusts and Foundations)

• Taxation of Corporations    

• International Asset Protection Trusts

• Offshore Money Strategies

PROFESSIONAL MEMBERSHIPS (Current):

• State Bar of California

• San Diego Bar Association

• North County Estate Planning Council- San Diego

• Society of Trust & Estate Practitioners (STEP)