Events Information

The North County Estate Planning Council - San Diego, welcomes you to our November Meeting where we are thrilled to have one of our favorite Speakers, Tom Rogerson, back to continue with his discussions on what we call “Combating the Shirtsleeves to Shirtsleeves in Three Generations TRUTH”.

Independence is Killing American Families as Well as Their Estate Plans. What can be done? 
&
A "FAST" Solution to Legacy Planning: the Family Advancement Sustainability Trust

Tom Rogerson, President and Chief Learning Officer of GenLeg Co., Inc. (Boston),  will describe how too much independence is separating families to the point of estrangement. In wealthy families, it’s happening even faster, making it harder to maintain family ties and thus family assets. Why should you, as estate planners, care about this trend and what can you do about it?

Marvin Blum, JD, CPA, Founder and Managing Partner of The Blum Firm (Boston), will then discuss a new type of trust dedicated to saving the family called the FAST (Family Advancement Sustainability Trust). A FAST does two things—(1) it sets aside funds to pay for best practices learned from successful families, and (2) it puts a leadership structure in place to make sure these family enrichment activities happen.

See below for detailed speaker bios.

***This Presentation is a great opportunity for your wealthy Families to attend the meeting so they can learn more from THE experts in Family Business Succession Planning and Preparing the Family for the Wealth.****

NCEPC-SD November Meeting Sponsor:

Doug Wilson and Douglas Wilson Companies

Whatever the economic cycle, Douglas Wilson Cos. supports its clients through a closely-knit family of business entities, including a platform devoted exclusively to legacy asset management and real estate-specific issues involving the transition of wealth. Now experiencing a resurgence of workout and receivership assignments, DWC is also developing a portfolio of mid-market senior living communities throughout the Western region.

Founded by Douglas Wilson in 1989 following the completion and sale of Symphony Towers, DWC has also tapped its deep institutional expertise to provide real estate advisory services for large private, public and non-profit institutions. Douglas Wilson can be reached at 619-906-4312; [email protected];  http://www.douglaswilson.com/;

Douglas Wilson Companies
Serving clients throughout the United States
1620 Fifth Ave. Suite 400 San Diego, CA 92101
D 619.906.4312 
O 619.641.1141
http://www.douglaswilson.com/

CONTACT: Jan Percival, 858-414-4715, [email protected]

Our Hot Topic Update on What is Happening Today

Presented by our Hot Topic Ladies:

• Catherine Swafford of Withers Bergman
• Kristan Sheppard of Goodwin Brown, and
• Roberta Robinson of Robinson & Wilson, Attorneys at Law.

Thomas C. Rogerson, GenLeg Co., Inc. 

“Creating Generational Legacy”

As a recognized leader and pioneer in family governance throughout the world, Tom uses his “6 Steps to Healthy Family Governance,” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both financial and human, from one generation to the next.

Prior to starting his private practice Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client facing teams, helping them integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging utilizing both the Challenger Sale and the SPIN model to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth. Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College.

Tom is a much sought-after international speaker on the topic of family governance for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, Tiger 21, Babson College, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Penn State Black School of Business, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.

MARVIN E. BLUM, J.D./C.P.A.  

MARVIN E. BLUM is Founder and Managing Partner of The Blum Firm, P.C. The firm specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning. The Blum Firm, P.C. was established over 38 years ago and has law offices in Fort Worth, Dallas, Austin, and Houston. The firm has grown to be the largest group of estate planning attorneys in the State of Texas.

Mr. Blum is known for creating customized, cutting-edge estate plans, now serving hundreds of high-net-worth families, several with a net worth exceeding $1 billion. He was chosen as one of the “Nation’s Top 100 Attorneys” by New York’s Worth magazine and was also named one of the Top 100 Super Lawyers in Texas by Thomson Reuters. Mr. Blum was selected by his peers for inclusion in The Best Lawyers of America – Trusts & Estates. He twice had the honor of asking questions to Warren Buffett at Berkshire-Hathaway Annual Meetings, attracting international media attention. Mr. Blum is a highly sought-after speaker, has been quoted by The Wall Street Journal and The New York Times for his expertise on estate tax and income tax, and serves on the Editorial Advisory Committee for Trusts & Estates magazine.

Mr. Blum is dedicated to his community and volunteers his time with several non-profit organizations. He is Secretary/Treasurer and one of three Board members (along with Emmitt and Pat Smith) of the Pat & Emmitt Smith Charities, a public charity devoted to creating opportunities for underserved children. Mr. Blum is in his 39th year as Treasurer of the Fort Worth Symphony. He also serves as Treasurer of the Texas Cultural Trust, an organization which works to raise public and legislative awareness of the importance of the arts in Texas. Mr. Blum serves on the Board of Directors for The Multicultural Alliance, formerly called The National Conference of Christians and Jews, a service organization fighting bias, bigotry, and racism and on the Board of Directors for B Sharp Youth Music Program, Inc., a program that fosters positive development of young musicians through emphasis on academic achievement.

Mr. Blum serves on the national Board of Directors of TIGER 21. He is both an attorney and Certified Public Accountant. Mr. Blum is Board Certified in Estate Planning and Probate Law and is a Fellow of the American College of Trust and Estate Counsel. He earned his BBA in Accounting with Highest Honors from the University of Texas in 1975, where he graduated first in his class and was named Ernst & Ernst Outstanding Student in Accounting. He received his law degree with High Honors from The University of Texas School of Law in 1978, where he graduated second in his class and was named the Prentice-Hall Outstanding Student in Taxation.

Mr. Blum and his wife, Laurie, reside in Fort Worth. 

Contact Information: Marvin Blum, THE BLUM FIRM, P.C., 777 Main Street, Suite 700, Fort Worth, Texas 76102, (817) 334-0066

mblum@theblumfirm; www.theblumfirm.com