Estate Planning Forum, Presenter & Sponsor

Manchester Grand Hyatt, San Diego
October 17, 2018 to October 20, 2018

Hearthstone is proud of be a sponser of

Act now for special savings for San Diego attorneys and tax professionals.


As a multi-year sponsor, HearthStone has arranged for San Diego area professionals to save $100 when you register using discount code:

Register Today!

Discount only available until September 28, 2018.

2018 Tax & Estate Planning Forum
featuring presentations from nationally known speakers

Get 22 hours of MCLE, including 3 hours Ethics, 1 hour Substance Abuse, and 1 hour Elimination of Bias.

October 17-20, 2018 • Manchester Grand Hyatt, San Diego

Paul Hynes is proud to join these industry leaders and more presenting at this forum

Partial list of speakers:

Karen H. Hester, Chief Executive Officer, Center for Legal Inclusiveness, Denver, CO
Richard P. Green, Richard P. Green & Associates, La Quinta, CA
Sam Donaldson, Georgia State University College of Law, Atlanta, GA
Keith Schiller, Schiller Law Group PLC, Alamo, CA
Jonathan G. Blattmachr, Pioneer Wealth Partners, New York, NY
Phillip Jelsma, Crosbie Gliner Schiffman Southard & Swanson LLP, San Diego, CA
Cynthia D.M. Brown, President, Commonwealth Trust Company, Wilmington, DE
Gerry W. Beyer, Texas Tech University School of Law, Lubbock, TX
Richard W. (Dick) Nenno, Trust Counsel, Wilmington Trust Company, Philadelphia, PA
Nancy H. Welber, Nancy H. Welber P.C., Farmington Hills, MI
Jacqueline Ann Patterson, Buchanan & Patterson LLP, Los Angeles, CA
Paul Hynes, President, HearthStone | Private Wealth Management, San Diego, CA

Partial list of topics:

Sam Donaldson’s 2018 Federal Tax Update
How to Avoid the Tax Inefficiencies with “Irrevocable” Trusts and Estate Plans After The 2017 Tax Act
Structuring Directed Trust Provisions: Granting Powers to Non-Trustees
Cyber Estate Planning and Administration
Trusts as Beneficiaries of Retirement Account or What Could Possibly Go Wrong?
Wall Street’s Secrets - Three Things Most Financial Advisors Don’t Want You To Know


For information and registration:



Phone: 800-332-3755