SpeakersYaasha SabbaChief Counsel, Sky Unlimited Legal Advisory PC
James VillanuevaLegal Counsel, Handle Financial
The discussion focuses on intellectual property management tactics for estate planning advisors and administrators. Our speakers will break down these management tactics between the planning phase and administration phase of estate planning, and cover counseling strategies that will not only help estate planners grow their practice, but also make them better asset managers.
Topics • Introduction to IP
• Trust planning for IP and maintenance after death
• How to help clients spot infringers and capitalize on new opportunities
• What about Royalties and Taxes?!
• Advanced techniques about IP Holding Companies and Asset Protection