Asset Protection Specialist attorneys share insight at Educational event in San Diego

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Here at the Strazzeri Mancini offices, we value our team members, family members, clients, and our clients’ family members. With our focus intently concentrated on the betterment of the client, one of the initiatives we put into play is a program we call: The FamilyCare Workshops.

Asset Protection Specialist insights

In this program, our expert attorneys spend some time with all our invities and discuss information pertinent to the current economy, the changes in the law, estate planning, real estate related issues, tax information, and asset protection.

 

Asset Protection Specilalist

 

We feel it is our duty and responsibility to educate and make our clients aware of the changes and things that are happening in our world that could effect their plans.  Our attorneys are usually the keynote speakers, but we also invite other experts around the country (and local experts) to speak on behalf of pertinent topics for our clients.

Here are some insights from the program that you will be able to watch in the video provided:

  • “It’s not how much you make, but its how much you keep…”
  • With asset protection “there’s only so much you can really do BUT most people do not do enough, they don’t do the basics…”
  • “There needs to be some type of balance to this because it should be discussed so that everybody can make their own choice about what they would like to do in this area, how much they would like to protect and risk on what they might have.”
  • Jurisdiction Shopping is a major component to Asset Protection.
  • Fraudulent Conveyance is an issue that many attorneys struggle with, and this kind of thing needs to be planned for in order to avoid this particular legality.  This type of Asset Protection planning has to be done before you think you will need it in that type of situation.
  • Asset Protection should NOT be an event…it’s a process.  The planning has to be done before things happen.

 

 

If you are searching for an Asset Protection Specialist and need further guidance on your particular situation, feel free to give us a call at 858-200-1900 or shoot us a direct message through our contact form HERE

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Strazzeri and Mancini Family Vacation, More Teaching: April Review

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The Strazzeri Mancini law firm experienced another great productive month.  From conference calls mentoring new Wealth Advisors, to more teaching engagement, the firm was business as usual.  

This month, however, saw the Strazzeri AND Mancini go on a family vacation together.  The 2 partner families have a relationship deeper than business.  They truly are family's connected in every way.  Attorney Stephanie Downer and Wendy Wilson, along with Partner Alex Matuk held down the fort to continue casework and client care.  

Here are the highlights of the month of April:

April 3:  Alex Matuk makes appearance at North County Estate Planning meeting

April 3:  Joe Strazzeri and Stephen Mancini conduct Conference Call with David K. Cahoone for Wealth Advisors

April 4- April 16:  Strazzeri and Mancini Family Vacation

April 11:  Alex Matuk teaches a Practice Developer Program at Del Mar Financial: CLIA #5 Series

April 18- April 20:  Joe Strazzeri, Shelley Lightfoot, Stephen Mancini conduct a 3-day session with group from Best Practices of America

April 19:  Joe Strazzeri and Stephen Mancini teach at Thursday Insights for SCI

April 23:  Stephen Mancini makes appearance at dinner event hosted by Wealth Counsel

April 24:  Understanding Your Practice session facilitated by Joe Strazzeri and Shelley Lightfoot

April 24:  Understanding Your Practice session facilitated by Joe Strazzeri and Shelley Lightfoot

April 25:  Understanding Your Practice session facilitated by Alex Matuk and Shelley Lightfoot

April 25:  Alex Matuk teaches Practice Developer Program for MetLife ACE 204

April 25:  Joe Strazzeri teaches Practice Developer Program for MetLife FEC 254

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