How to Incorporate Asset Protection into All of Your Clients’ Plans

Date: Thursday, May 14, 2015
Time: 7:15am - 9:00am
Location: Westlake Village Inn
Speaker: Jonathan A. Mintz, Esq.

How to Incorporate Asset Protection into All of Your Clients’ Plans

When we think of “asset protection” we often think of offshore trusts in exotic locales, or trusts established in states permitting self-settled trusts.  However, these two types of asset protection (foreign and domestic asset protection trusts) are relatively extreme examples.  Regardless of your clients’ concern for creditors, there are other types of asset protection that they frequently want and need.  In this practical session, nationally known expert Jonathan A. Mintz will discuss the different types of asset protection, and how you can help all of your clients incorporate varying degrees of asset protection into their plans.

About Jonathan Mintz:

JONATHAN A. MINTZ, J.D. Partner, Matsen Voorhees Mintz LLP 695 Town Center Drive, 7th Floor Costa Mesa, CA 92626 (714) 384-6580 BACKGROUND Admitted to the California Bar, 1989; U.S. Court of Appeals, 9th Circuit, 1989; U.S. District Court, Central District of California, 1989.

Education: UCLA (BA, Economics (Business Emphasis) 1985). Loyola Law School of Los Angeles, CA (Juris Doctor 1989). Also received a Certificate in International Human Rights and Comparative Civil Rights from the University of San Diego School of Law after studying at Trinity College in Dublin, Ireland (1987). At Loyola Law School, Jonathan was a Staff Member of the Law Review and he received numerous awards including Best Brief in the Moot Court Competition; an American Jurisprudence award for Appellate Advocacy; West’s prestigious Award for Outstanding Achievement at graduation; and Membership in Phi Delta Phi International Legal Honor Society.

EXPERIENCE Partner, Matsen Voorhees Mintz LLP. Provides sophisticated and integrated asset protection, estate, business, charitable and income tax planning solutions to highnet-worth clients and families, including non-U.S.-citizen residents and nonresidents. Regularly develops and implements integrated plans offering increased protection and significant tax savings to families and business owners. Frequent national speaker and author on all areas of sophisticated wealth planning. COO, WealthCounsel, LLC. Responsible for oversight of all aspects of attorney member support organization supporting 1500+-member firms nationwide focusing in estate planning, business planning and related practice areas. Jonathan A. Mintz, J.D. Page Two COO, The Advisors Forum, LLC. Responsible for oversight of all education-based marketing tools and training provided by 500+ member interdisciplinary organization for accountants, attorneys, financial planners, insurance advisors and trust officers. Of Counsel to national estate planning law firm, assisting in all aspects of case design and implementation for ultra-high-net-worth clients and families.

MEMBERSHIP California Bar Association (Member, Sections on Estate Planning, Trust and Probate Law, and Business Law.); Chair Elect, Orange County Chapter of the Society of Trusts and Estates Practitioners (STEP); Senior Fellow of The Estate and Wealth Strategies Institute at Michigan State University; Faculty of The Academy of Multidisciplinary Practice, Inc.; Phi Delta Phi International Legal Honor Society; Fellow of the Esperti Peterson Institute; Former Member: Los Angeles County Bar Association and its Law Student Support Committee.

AUTHOR OR CO-AUTHOR “Collaboration: Why is it so elusive?,” Illinois Bar Association, Trust and Estates Section Newsletter (April 2013). “5 Secrets to Working With CPAs and Lawyers,” National Underwriter (October 2007). “A Primer on Education Planning,” Journal of Financial Service Professionals (January 2003). “How to Work Ethically with Other Professionals,” Broker World (September 2002). “Post-EGTRRA Life Insurance Planning,” The Tax Adviser (August 2002). “Latest Developments on the State of Multidisciplinary Practice,” Estate Planning (June 2002). “Ethical Issues Involving MDPs,” Broker World (May 2002). “The Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on Existing Planning,” Journal of Financial Service Professionals (March 2002). Jonathan A. Mintz, J.D. Page Three “What is MDP & Why is it Relevant to Insurance Professionals?”, Broker World, (March 2002). “Dealing With EGTRRA’s Impact on an Insurance Professional’s Practice, CuttingEdge Current (2001). “Death, Taxes and Dice Rolling: Everything about Your Estate is Up in the Air—So Make Your Plan More Flexible,” Cutting-Edge Current (2001). “Is Your Career About To Be Repealed,” Cutting-Edge Current (2001). “The Impact of Investment Volatility on Wealth Transfer Strategies,” Conspectus Current (Summer 2000). “The Uniform Prudent Investor Act: Trust Drafting and Administration,” Conspectus Current (Spring 2000). “New Planning Opportunities for S Corporations: Tax-Favored ESOPs,” Conspectus Current (Summer 1999).

EDITORIAL REVIEW Irrevocable Trusts: Analysis with Forms (Warren Gorham & Lamont 1998 - 2004 Updates). Strictly Business: Planning Strategies for Privately Owned Businesses (Quantum Press 2001). Protect Your Estate, 2d Ed. (McGraw Hill 2000). The Living Trust Workbook, 2d Ed. (Penguin Books 2000).

PERSONAL Jonathan is active with several local and national charities, including serving on the Orange County Sheriff’s Advisory Council. He also enjoys the outdoors with his wife and two daughters, and he is an avid cyclist (he’s ridden the infamous Tour de France mountains of Alpe d’Huez, Col du Galibier, Col du Tourmalet, and Mt. Ventoux, among others, along with Mt. Evans, CO and Haleakala, HI). 

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