2019 Orange County Tax and Financial Forum
Don’t Miss This Event!
You are invited to the second annual Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base. The 2018 Forum sold out, so reserve your spot today!
Cost: FPA Members $50, Non-Members $70
Lunch, Wine Reception, Continuing Education Credits, and Parking are included.
We anticipate offering 4.0 hours CFP® CE (pending), 5. 0 hours CPA CPE, and MCLE (pending).
RSVP: By Wednesday, October 11, 2019
|8:00 am||Registration and Networking|
||Welcome and Introductory Remarks|
||Al W. King, JD, LL.M, TEP, CEO, South Dakota Trust Company
The New Tsunami – Charitable Giving with Non-Charitable Trusts: How the Wealthy are Using Modern Trust Structures to Provide Social and Fiscal Responsibility
|10:30 am||Jonathan G. Blattmachr, JD, TEP, AEP (Distinguished), Retired Partner, Milbank, Tweed, Hadley & McCloy, Director of Estate Planning for Peak Trust Company, Director of Pioneer Wealth Partners, LLC
Cultivating the Affluent Investor with Cutting Edge Strategies
|11:40 am||Presentation of the Lauren Dunton Award|
|12:15 pm||R. Hugh Magill, Executive Vice President, Chief Fiduciary Officer, Northern Trust Company
It’s All in the Family… What’s a Family? Estate Planning and Trust Management for a Brave New World
|1:15 pm||Larry O’Toole, CEO, Corporate Director, Author, Keynote Speaker, Founder, Yosemite Associates, LLC
Delivering New Value to Your Corporate Clients
|2:15 pm||Networking and Dessert|
|2:45 pm||Dr. Kerry Burnight, Chief Gerontologist at GrandPad, Founder of Ageless Alliance: United Against Elder Abuse, Former Director of Elder Abuse Forensic Center, Past Professor of Geriatric Medicine and Gerontology at the University of California, Irvine School of Medicine
Care Options for Loved Ones: Advising Clients about Aging Family Members
|3:45 pm||Concluding Remarks and Raffle Drawing|
|4:00 pm||Wine Reception|
Al W. King III, J.D., LL.M., AEP
TEP Co-Chairman and Co-Chief Executive Officer, South Dakota Trust Company, LLC
Al W. King III is the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company, LLC (SDTC) and based in the New York City office. SDTC is a national trust boutique for the wealthy headquartered out of Sioux Falls, South Dakota, serving clients nationally and internationally.
Mr. King was previously Managing Director and National Director of Estate Planning for Citigroup. Mr. King was also the Co-Founder and Vice Chairman of Citicorp Trust South Dakota. Mr. King also previously served as Director of Financial and Estate Planning for Coopers and Lybrand in Stamford, Connecticut.
Mr. King is the Co-Vice Chairman of the Editorial Board of Trusts & Estates Magazine. He has been a member of the Editorial Board for 20 years. Mr. King has been inducted into the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner (AEP), Distinguished. In addition, Mr. King currently serves on the Board of Directors for NAEPC and is the Chairman of the NAEPC Foundation Advisory Board.
Mr. King received a Bachelor of Arts cum laude from Holy Cross College, a Juris Doctor from Syracuse University Law School and an LL.M. in Tax Law from Boston University School of Law.
Jonathan G. Blattmachr, JD, TEP, AEP
(Distinguished), Retired Partner, Milbank, Tweed, Hadley & McCloy, Director of Estate Planning for Peak Trust Company, Director of Pioneer Wealth Partners, LLC
Jonathan G. Blattmachr is director of estate planning for Peak Trust Company, formerly Alaska Trust Company, and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisory firm in Manhattan. He is a retired member of Milbank, Tweed, Hadley & McCloy and of the New York, California, and New York bars.
He is the author and co-author of eight books and over 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel. He is co-developer of Wealth Transfer Planning, a computerized system for lawyers that automatically generates estate planning documents, such as wills and trusts, and provides specific client advice using a form of artificial intelligence.
Jonathan served two years of active duty in the US Army, rising to the rank of Captain and was awarded the Army Commendation Medal. He is an instrument rated land and seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.
R. Hugh Magill
Executive Vice President, Chief Fiduciary Officer, Northern Trust Company
R. Hugh Magill is an Executive Vice President of Northern Trust Corporation, Chicago, where he serves as Chief Fiduciary Officer and Global Director of Trust Services. In this capacity he is responsible for Northern’s fiduciary services to clients nationally and internationally.
Prior to joining Northern Trust in September 1989, Hugh practiced law privately in Chicago, and worked in the Trust Department at The First National Bank of Chicago where he served as Assistant to the Chief Investment Officer. Magill received a B.A. degree from St. Olaf College in Northfield, Minnesota, and a J.D. degree from the University of Minnesota Law School, where he was named a distinguished alumnus in 2005.
Hugh is a member of the Chicago, Illinois and American Bar Associations, the Chicago Estate Planning Council, and the Christian Legal Society. He is licensed to practice law in Illinois and Minnesota and admitted to practice before the United States Tax Court. He is a Fellow of the American College of Trust and Estate Counsel and a faculty member of the American Bankers Association National Trust School.
He is a trustee of the Covenant Board of Pensions and Benefits, and he serves on the Boards of the Block Museum of Art, Ministry Mentors, The Chicago Sunday Evening Club and several foundations. He serves on the Editorial Board of Trusts & Estates magazine, has authored articles for Trusts & Estates, Trust & Investments, and Wealth magazines, and in 2017 was inducted into the NAEPC Estate Planning Hall of Fame where he holds the designation of Accredited Estate Planner ® (Distinguished). Hugh is an Eagle Scout and has served as a Scoutmaster with the Boy Scouts of America. He and his wife are the parents of three adult children and reside in Winnetka, Illinois.
CEO, Corporate Director, Author, Founder, Yosemite Associates, LLC
- How technological trends may affect corporate client businesses and tips to help facilitate their preparations
- Effective techniques for creating strategic plans so corporate clients have greater confidence that their planning is building future enterprise value
Larry O’Toole has served over 20 years as CEO of manufacturing and service companies in industries ranging from Aerospace & Defense, Safety & Security and Architectural Building Systems. His experience spans large public corporations to smaller and mid-market privately held businesses. In his most recent CEO role, Larry led a privately held manufacturing and engineering company through the process of preparing for exit, successfully delivering several hundred million dollars, exceeding the owner’s expectations.
Larry is an active Corporate Director & Advisor for a variety of profit and not-for-profit organizations. His current Director and Advisory roles have him working with business owners and executives in Aerospace & Defense, Bio-pharma, and Facility Security. In the non-profit sector, Larry’s experience includes the Volunteer Center of Orange County (now OneOC) and currently the Marc Sanders Foundation, NY, NY.
A frequent guest speaker to industry organizations and universities, Larry has created the Bank Your Moment™ series designed for business owners and executives looking to optimize their business performance. His writing and speaking engagements are filled with insights relating to Game-Changing Business Planning, Trends-Are You Prepared and Optimizing Your Business for Successful Exit.
Larry earned his B.S. degree from Central Connecticut State University, and his M.B.A. from University of Hartford.
In 2018, Larry founded an organization with the sole passion of leveraging his personal CEO experience that now enables business owners and executive teams on their journey of building and executing strategies that will one day optimize shareholder value.
Dr. Kerry Burnight
Chief Gerontologist at GrandPad, Founder of Ageless Alliance: United Against Elder Abuse, Former Director of Elder Abuse Forensic Center, Past Professor of Geriatric Medicine and Gerontology at the University of California, Irvine School of Medicine
Dr. Kerry Burnight has spent her entire professional career on a mission to improve the lives of seniors. She was a professor of Geriatric Medicine and Gerontology at the University of California Irvine, and she is the founder and director of the nation’s first Elder Abuse Forensic Center and national non-profit, Ageless Alliance: United Against Elder Abuse. Kerry has spoken at The White House and continues to call for solutions to prevent elder abuse. She joined GrandPad because of the firm’s ability to prevent one of the most significant risk factors for elders: social isolation.
Dr. Kerry Burnight has appeared on television to speak as an expert on shows such as The Dr. Phil Show, CBS news, Money Matters, and The Doctors.