Learn why you need to protect your business and personal assets through a living trust.

1. Estate Planning & Wealth Preservation Planning using REVOCABLE LIVING TRUSTS Speaker Kevin L. Day, Esq. Solana Beach, California This material is Copyrighted and may be reproduced only with the owners written consent

2. This presentation does not constitute the rendering of legal advice or services. The information being presented is intended for informational use only and is not a substitute for legal advice. State, national and international laws vary, as do individual circumstances; so always consult a qualified attorney on all legal matters. Legal Notice and Disclaimer This material is Copyrighted and may be reproduced only with the owners written consent

3. Kevin L. Day, Esq. is one of the leading estate planning and international asset protection planning attorneys in the United States and is President of the law firm of Day & Associates Incorporated in Solana Beach, California. Mr. Day’s Bachelor Degree is in Chinese Studies, and he holds both a Masters of Business Administration in International Management and Doctor of Jurisprudence degree.

5. What is a Trust In general terms all Trusts behave the same… Trustee Legal Owner Beneficial Owner Trust Deed Beneficiary Assets Settlors

6. Grantor Trustee Beneficiary Trust What Is A Trust? Grantor Trustee Beneficiary

7. Revocable vs. Irrevocable Revocable vs. Irrevocable Revocable vs. Irrevocable Revocable vs. Irrevocable What Is A Trust? Settlor Trustee Trust Beneficiary

12. How a Funded Revocable Living Trust Works Co-Owned Property of Husband & Wife At 1st Death No Probate Husband’s Separate Property Wife’s Separate Property Surviving Spouse’s Trust: $1,000,000 in 2014 Estate Tax Exclusion Amount Decedent’s Bypass Trust: $5,000,000 in 2011 Estate Tax Exclusion Amount At 2nd Death No Probate Outright to Children Revocable Living Trust of Husband & Wife

14. Uncle Sam Wants His Inheritance Paid Within 9 Months

17. Your choice successor You You You REVOCABLE TRUSTS (“Living Trusts”) Who Can Hold Which Position? Grantor Trustee Beneficiary Trust

19. Do It Your Self Estate Planning? Completing a questionnaire does not make an estate plan. You are making permanent decisions about your assets. Moving your assets and funding your plan has consequences.

20. Your Next Step I Need a Trust Don’t wait another day. Call 1-800-648-0966 and receive $500 off the cost of a Complete Trust Package. Call 1-800-648-0966 and the first 5 people will received a FREE Trust review. A $125 Value. I Already Have A Trust

21. 1-800-648-0966 & DAY ASSOCIATES I N C O R P O R A T E D Estate Planning & International Asset Protection Law