2019 Orange County Tax and Financial Forum

Wednesday
Oct
23
2019

8:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA 92660


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

Agenda

8:00 am Registration and Networking
8:45 am
Welcome and Introductory Remarks
9:00 am
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

10:10 am
Networking
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
12:05 pm Networking
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

(Lunch)

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

 

Speakers


Al W. King III, J.D., LL.M., AEP

TEP Co-Chairman and Co-Chief Executive Officer, South Dakota Trust Company, LLC


Session Title:
The New Tsunami- Charitable Giving with Non-Charitable Trusts: How the Wealthy are Using Modern Trust Structures to Provide Social and Fiscal Responsibility

Bio:

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


Session Title:
Cultivating the Affluent Investor with Cutting Edge Strategies

Bio:

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


Session Title:
It’s All in the Family… What’s a Family? Estate Planning and Trust Management for a Brave New World

Bio:

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.


Larry O’Toole

CEO, Corporate Director, Author, Founder, Yosemite Associates, LLC


Session Title:
Delivering New Value to Your Corporate Clients
Summary:

As the saying goes, “ask the same questions, get the same answers.” Successful financial planners are always looking for new ways to bring value to their corporate clients. The financial needs and desires of these clients are only one important dimension of their personal and professional lives and as their world continues to evolve, so too should the value you deliver. In this session, we’ll look through the lens of corporate clients to understand more about the professional challenges they face and ways in which you can add value as they navigate what’s important to them. Join us as Larry O’Toole, seasoned CEO and Corporate Director, shares with us practical and actionable insights that can help you start delivering new value to your corporate clients.

Level of Complexity: Overview

Continuing Education: 1.0 CPA CPE


Learning Objectives:
  • 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
Bio:

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


Session Title:
Care Options for Loved Ones: Advising Clients about Aging Family Members
Summary:

Because of the medical, legal, and ethical complexity of advanced longevity, your clients look to you for guidance.  You need cutting edge knowledge on today’s care options – both traditional options and tech enabled options. Renowned Gerontologist, Dr. Kerry Burnight, will distill the myriad of care options facing your clients down into a  practical guide that emphasizes dignity, autonomy, and safety.


Bio:

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.



Thank You to Our Sponsors


FPAOC follows the CE guidelines specified by the Certified Financial Planner Board of Standards, Inc., and the California Board of Accountancy. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Dorsey & Whitney LLP is an Accredited CLE Provider in California and New York, and this program will qualify. Dorsey will apply for CLE credit in Colorado, Iowa, Minnesota, North Dakota, Oregon, Texas, Utah, Washington and Wisconsin. For any other state, Dorsey will not be applying for CLE credit.