• The Gathering 2018
    Networking, Learning, and Advice.

    FEBRUARY 22ND – 23RD

Helping Business Owners – A Better Business, A Better Life

15 Critical and Thought Provoking Topics
29 Thought Leader Experts
9 Different Disciplines

Continuing Education Credits:
CA Dept of Insurance – 9 hours
CFP – 12 hours
CPA – 15 hours
MCLE – 11 hours

Please join us for our 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

Collaboration – Enlightening – Fun – Inclusive – Cutting Edge – Balanced
Crazy Hawaiian Shirt Reception
Unforgettable Memories
Lifelong Friends

The Gathering 2018 will be held at
The Westin San Diego Gaslamp Quarter
910 Broadway Circle
in the heart of historic downtown San Diego.

Use this link to receive the Special Event Room Rate of $209.


The Gaslamp Quarter is home to more than 150 restaurants, shops, galleries, coffeehouses and nightclubs. Our Gaslamp Quarter hotel is conveniently located on the border of this historic district, so you can maximize your experience to stay, play and dine at your leisure. Whether you opt to try some of San Diego’s best restaurants or shop for something a bit off the beaten path, your visit to the Gaslamp Quarter will be a truly unique experience.


The Westin San Diego Gaslamp Quarter
Location 910 Broadway Circle
an Diego, CA, 92101
Phone: 619-239-2200
Hotel Reservations: Special Event Room Rate of $209 or 888-627-8563 “TheGathering2018”

[More Info on Westin Gaslamp]


Featured Speakers and Moderators


David K. Cahoone, Esq. –
Keynote Speaker

Principal, David K. Cahoone, PA; Of Counsel, Johnson, Browning and Clayton; Co-Owner, Laureate Center for Wealth Advisors


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Joe Strazzeri, Esq. – Moderator

Partner, Strazzeri Mancini, LLP; Partner, California Estate and Elder Law; Co-Founder, Laureate Center for Wealth Advisors

www.laureatecenter.com www.strazzerimancini.com www.estate-elderlaw.com www.foundersgroup.com

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Steve Mancini, Esq. – Moderator

Partner, Strazzeri Mancini, LLP; Partner, California Estate and Elder Law; Co-Founder Laureate Center for Wealth Strategies; Principal, The Founders Group

www.laureatecenter.com www.strazzerimancini.com www.estate-elderlaw.com www.foundersgroup.biz

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shelley lightfoot

Shelley Lightfoot –

Executive Director, Southern California Institute; Executive Director, The Founders Group

www.scinstitute.org www.foundergroup.biz

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Ryan Alexeev

Ryan Alexeev, Esq., LL.M.

Partner, Hanscom Alexeev McDaniel LLP


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Steve Barlam, MSW, LCSW, CMC

Chief Professional Officer, LivHome


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Jeffrey Burr, Esq.

Partner, Jeffrey L. Burr, Estate Planning & Probate Attorneys


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Dean DeLisle

Founder & CEO, Forward Progress


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Lew Dymond, Esq., Retired, Consultant


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Cindy Eisenhower

LTC Experts Advisor, Long Term Care Insurance


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Trey Fairman, JD, LL.M.


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Diane Gaswirth

Sales Director, United Healthcare


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Paul Greenwood, Esq.

San Diego County Deputy District Attorney


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christian grupp

Christian Grupp

Founder and COO, Grupp Digital


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matt grupp

Matthew P. Grupp, Esq., LL.M.

Managing Attorney, The Grupp Law Firm, PLLC


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rebecca haines

Rebecca J. Haines, Esq., MBA

Attroney and Counselor at Law, Law Firm of Jeffrey Burr


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Lauren Derstine Humphrey, JD


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Scott Keifer

Private Banker, JP Morgan


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Sean Kenney, Esq.

Partner, Fox Rothschild LLP


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Baruch Littman

Vice President of Development, The Foundation


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Brad Myslinski

Banker, J.P. Morgan Los Angeles Private Bank


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Peter Myers, Esq.

Partner, Fox Rothschild LLP


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Kimberley Robidoux

Kimberley Robidoux, Esq.

Senior Attorney, Maggio + Kattar


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ellen rosen

Ellen Rosen, Esq.

General Counsel, The Foundation


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Ann Rosevear

Ann Rosevear

President & Chief Trust Officer, Dunham Trsut Company


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Joshua Siegel, CPA, JD, LL.M.

Senior Manager, Merger & Acquisition Tax Services Read More

Michael Shafer, CPA

Principal, Squar Milner Tax Department


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Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA

President, Avenue M Advisors, Inc., Partner, The Founder Group


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scott stewart

Richard Scott Stewart, Esq.

Partner, California Estate and Elder Law


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Dean Thompson

Private Banker, JP Morgan


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Keith Troutman, CPA

Partner, Squar Milner


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  • “If you’re looking to collaborate, if you’re looking for something different, you need to come to The Gathering.”

    - 2017 The Gathering Attendee

  • “Absolutely tremendous event. I have never seen a networking opportunity quite like this.”

    - 2017 The Gathering Attendee

  • “Every year I come away with great ideas and I can put them into action immediately in my practice. I’ve also met some extraordinary people.“

    - 2017 The Gathering Attendee

  • “I’ve learned an incredible amount from the people here, the presenters, and comradery that you create.”

    - 2017 The Gathering Attendee

  • “It’s an opportunity to work on my business and it’s also an opportunity to work on myself.”

    - 2017 The Gathering Attendee

  • “It’s a great way to meet the top experts in these areas.”

    - 2017 The Gathering Attendee

  • “The Gathering has been absolutely incredible.”

    - 2017 The Gathering Attendee

  • “It was phenomenal. I’m gathering so much information for my clients.”

    - 2017 The Gathering Attendee

  • “The Gathering has some of the best financial content I’ve ever seen in the industry

    - 2017 The Gathering Attendee

  • “We’ve learned things you can definitely take home and implement.”

    - 2017 The Gathering Attendee

  • “We’ve learned things you can definitely take home and implement.”

    - 2017 The Gathering Attendee

The Gathering 2018

February 22 & 23, 2018
The Westin San Diego Gaslamp Quarter
910 Broadway Circle
San Diego, CA 92101

Please join us for our 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors, in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarify and direction for their planning needs.

  • Thursday - 7:00am – 8:00am Registration, Breakfast, Meet the Presenters and Sponsors

    The Gathering will begin with registration followed by breakfast during which time attendees will get an opportunity to meet the presenters and sponsors.

  • Thursday - 8:00am – 4:30pm General Session

    At 8:00am we will begin General Session. Scroll down for Agenda

  • Thursday - 5:30pm – 8:00pm Luau

    Thursday’s evening events will consist of the luau.

  • Friday - 7:30am – 8:00am Check-in and Breakfast

    On Friday, check-in and breakfast begins at 7:30am and runs until 8:00am.

  • Friday - 8:00am – 5:15pm General Session

    At 8:00am we will begin general session which runs until 5:15pm on Friday.  Scroll down for Agenda.


Thursday, February 22nd

Topics and Speakers

8:10am – 9:30am

Providing Wisdom, Leadership, and Planning in Tumultuous Times;
presented by David K. Cahoone, Esq.

What a year it’s been since we were last together at the 2017 Laureate Gathering! Our 14th annual Current Developments Session will dig into to the planning opportunities and pitfalls created by the newly minted Tax Cuts and Jobs Act. We’ll focus on the most practical and relevant topics of conversation and planning opportunities for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Finally, we’ll examine how true collaboration among a team of advisors is even more important in the 2018 maelstrom to help our clients discover and implement a critical path to their Enlightened Dreams ™

10:00am – 10:50am

Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know;
presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.

Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.

10:50am – 11:40am

Medi-Cal and Medicare: Who, When, How – and What’s Next?;
presented by Diane Gaswirth and Scott Stewart, Esq.

Scott and Diane will lead a frank and open discussion designed to help you understand the differences and advantages associated with both government benefit programs (as well as the potential effects on both due to government deficits). Confronting the costs of either acute or long-term care or both is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Understand how to help your clients plan through case study examples.

11:40am – 12:30pm

Nevada Trusts in 2018: The NOST, NING, IGIT, & BDIT;
presented by Jeffrey Burr, Esq. and Rebecca Haines, Esq.

Jeff and Rebecca will discuss the advisability, applicability and benefits of creating Nevada Trusts for asset protection, estate tax minimization, and state income tax avoidance. The discussion will include the use of Nevada Domestic Asset Protection Trusts (also known as Nevada On Shore Trusts or “NOSTs”), Nevada Incomplete Gift Non-Grantor Trusts (“NINGS”), Intentionally Defective Grantor Irrevocable Trusts (“IDGTs” or “IGITs”), and Beneficiary Defective Irrevocable Trusts (“BDITs”). In addition, there will be a discussion regarding the California Uniform Voidable Transactions Act (“UVTA”) and its potential impact on Nevada Trusts for California residents.

1:50pm – 2:40pm

Immigration for Business Owners, Real Estate Owners, and Family Members;
presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.

Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.

2:40pm – 3:30pm

Advantages of Working with a Community Foundation – Business, Real Estate, and Estate Succession Planning;
presented by Baruch Littman and Ellen Rosen, Esq.

In this deep dive presentation, Baruch and Ellen will focus on the value add that charitable planning provides and ways to incorporate these techniques into your exit planning practice for the benefit of your clients. Understand the three key planning areas of: technical/document strategies; advantages of using stock or partnership interests when exiting or refinancing, and the benefit of legacy. Learn how charitable planning may help a business owner have a better, more satisfying life, and a better relationship with their family.

3:50pm – 4:40pm

How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client;
presented by Private Bankers Brad Myslinski, Scott Keifer, and Dean Thompson


Friday, February 23rd

Topics and Speakers

8:10am – 9:00am

Marital Deduction Planning in the Current Tax Environment;
presented by Lew Dymond, Esq.

Spend a couple of hours with Lew Dymond discussing reflections, considerations, musings, and cogitations on Marital Deduction Planning in light of portability and high applicable exclusion amount.

9:00am – 9:50am

Understanding Elder Financial Abuse – Helping Families;
presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer

This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.

10:20am – 11:10am

Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business;
presented by Peter Myers, Esq. and Sean Kenney, Esq.

11:10am – 12:00pm

Give Your Clients “Command” of the Fiduciary Role with their own Private Trust Company;
presented by Matthew Grupp, Esq. and Christian Grupp

What is a Private Trust Company? How does it work? Planning Considerations: The Entole Solution: Governance, Processes, Legal Structures, and Technology

1:20pm – 2:10pm

Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket;
presented by Keith Troutman, CPA, Michael Shafer, CPA, and Joshua Siegel, CPA, JD, LL.M.

Keith and Mike will share their years of experience and insight for building company value and the importance of transaction readiness. Learn ways to help your clients improve their business process accounting systems; retain and reward key personnel; analyze after tax cash flow; structure the transaction; find the right buyer; and understand their tax structuring options upon sale.

2:10pm – 3:00pm

Modern Uses for Life Insurance and Long-Term Care: Protecting Your Future Relationships;
presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower

Ok, its back to the future time. Considering the large number of family owned businesses, new tax laws, and possible transitions – practitioners need to understand the uses, benefits, liabilities, and dangers of life insurance, long-term care, and retirement distribution planning. Join experts Trey and Cindy as they de-mystify and explain these potential complications.

3:30pm – 4:20pm

How to be a Business Influencer – Your Pathway to Motivation;
presented by Dean DeLisle and Shelley Lightfoot

Whether you work for an organization or you’re building one, being a business influencer is critical to developing new business. As you seek for you or your brand to be known, there is a lot of noise that can get in the way to the ideal target clients actually finding you in their search. With a plan and a few key steps, we show you how to get started. Join this active workshop where we show you how to jump in, have fun and get started to become an influencer in your professional world.

4:20pm – 5:10pm

Private Fiduciaries and Trust Companies – What to Consider from a Client’s Point of View as well as the Advisor’s;
presented by Anne Rosevear, Esq. and Lauren Derstine Humphrey, JD

What are the consideration, advantages, and risks when helping your clients choose between a private fiduciary or a trust company to help administer their estate? Ann and Lauren will discuss the regulations governing each of the two choices and how the roles complement each other, as well as some differences that may cause a choice in one direction or the other. Likewise, are there instances in which professional trustees and private fiduciaries should consider combining forces to carry out the best interest standard and what logistics, documents and/or drafting language would allow them to do so?

Memories from Past Gatherings


Interested in becoming a sponsor?


Sponsorship Options

Proudly sponsored by

peak trust
san diego estate planning attorneys
Founders Group
strazzeri mancini
SCI logo_website
Laureate Center

Interested in becoming a sponsor?

Sponsorship Options

Don’t Miss Out on The Gathering 2018


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Continuing Education

CFP & CA Insurance – credits applied for

CPA & MCLE (approved by provider #11857 – credits offered)

What are you waiting for? Register for The Gathering 2018




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