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Special Issues

Special asset protection issues are discussed here from specific cases or application of law. Florida, California, New York and other stats are discussed.

TAP October 5th & 6th – Doug and Tom Wheelwright 

TAP October 5th & 6th - Doug and Tom Wheelwright  Doug Speaking  October 5th -  Doug arrive around 1pm - 5pm (Reception dinner 5pm - 6:30pm)  October 6th -  Doug arrive 1pm - 5pm 

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Wealcouncil Symposium – September 23rd – 25th 

Wealcouncil Symposium - September 23rd - 25th  Booth only Doug is not speaking - APC dinner

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Webinar – Client – Topic (Taxes) September 22nd

Webinar - Client - Topic (Taxes) September 22nd  Client Webinar topic Taxes and Funding your Planning Correctly 

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MAY 18th – 19th – Doug and Tom Wheelwright 

TAP - MAY 18th - 19th - Doug and Tom Wheelwright  Doug Speaking  May 18th - Doug arrive around 1pm - 5pm (Reception dinner 5pm - 6:30pm) May 19th - Doug arrive 1pm - 5pm 

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WEBINAR – August 12 –  What Really Happens When the Bridge Gets Bridged?

WEBINAR - August 12 -  What Really Happens When the Bridge Gets Bridged? A deep dive into the mechanics most professionals never see: Trigger events Foreign compliance issues IRS reporting requirements Trustee swaps  JDX swaps To register for webinar click the link: https://us06web.zoom.us/meeting/register/h74GofM6RauyzoxbAk5wPg

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Lodmell & Lodmell

Protecting clients since 1997.

Arizona Office
8160 E. Butherus Drive, Suite 4
Scottsdale AZ 85260

Telephone: (602) 230-2014

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