Mark your calendars!  “Two NorCal presentations coming to you.”

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Post-Mortem Triage For ByPass Trusts

Speaker: Mark Prendergast, CPA, CFP®  

                How the estate planning landscape has changed with tax law changes:  See how rationales and techniques now need reconsideration.

-Fundamental change in Estate Tax planning from orientation of A-B Trust default to techniques to use Portability.

-What should be done for clients with obsolete provisions in their trust documents?

-What can be done after a client dies with obsolete testamentary provisions in their trust documents?

Mark Prendergast is a CPA, and a CERTIFIED FINANCIAL PLANNER™ practitioner. He and his wife own Inspired Financial, a wealth management firm in Huntington Beach, CA that serves women in transitional periods of their lives. At Inspired Financial, he develops tax-efficient strategies in portfolio construction, rebalancing, asset placement, and future distributions to beneficiaries. One of his major duties is working with clients’ estate attorneys in developing a customized estate plan, and maintaining the plan as life changes occur.

Mark is active in FPA. In 2012, he finished a 3-year term on FPA’s national board of directors, and he currently serves on the boards of FPA California and the FPA Orange County chapter.

“NexGen Issues:  Integrating younger planners into established practices.”

Speaker: Caleb Brown, CFP®  

Caleb is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe Certified™ Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other FPA chapters across the nation. Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them.  Brown is a frequent speaker on career development topics pertaining to the hiring and successful integration of new planners into financial planning firms. He has been featured in Investment News, NAPFA Advisor, Financial Planning, Financial Advisor, Virtual Office News, FPA Solutions, and the Journal of Financial Planning regarding his efforts to create a career path for up and coming planners.

Caleb is a member of the FPA New Professionals Advisory Council and the Chairman of NexGen, an FPA community for new financial planners. He was named the Next Generation Influencer by Financial Planning magazine for 2012. He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model.