DEPC Meeting: Choosing Jurisdiction - A Dialogue Regarding Multi-Jurisdictional Practice
The Program:
“Choosing Jurisdiction - A Dialogue Regarding Multi-Jurisdictional Practice”
Wealthgate Trust will be discussing the growing trend of forum shopping. They will cover the general principles of forum shopping, frame the tax and legal considerations to determine when forum shopping may be appropriate for clients to consider, share some typical case studies, and identify key take-aways and implementation principles.
Presented By:
Alex Paul
Founder and CEO of Wealthgate Trust Company, an independent Nevada licensed trust company, Alex is Of Counsel for Harrison and Held, and licensed in Nevada (corporate counsel) and Colorado. He earned his JD from Northwestern and BA, magna cum laude, from Lawrence University.
Prior to his T&E practice, Alex clerked for a justice on the Wisconsin Supreme Court and was in private corporate law and litigation practice. He served as corporate counsel for his family’s public educational software company, Renaissance Learning. He formed and ran a private trust company for his family before converting it to Wealthgate Trust Company, a retail trust company providing true fiduciary services for families with generational capital.
Aaron Hegji
Aaron is Chief Fiduciary Officer and Wealth Strategist for Wealthgate Trust Company. He is licensed in Nevada and California and earned his JD from UNLV and a BS, summa cum laude, from Portland State University.
Aaron practiced trust planning and tax planning for HNW and UHNW clients for over a decade before joining Wealthgate. The overwhelming majority of his practice included jurisdiction selection considerations related to non-Nevada families seeking the benefits afforded by that state.
The meeting begins with breakfast at 7:30 a.m. Free parking is available in the Denver Athletic Club parking garage. Please notify the parking attendant that you are there for the meeting.
Members are invited to bring guests. We do not charge for guests at this time. Printed copies of the presentation will not be available at the meeting. A copy of the presentation will be available on the website prior to the meeting.
You are invited to email our office manager, Stephanie Hill, at denverepc@gmail.com with any questions.
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
​Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Click Register Now on this page or email Stephanie Hill at steph.hill@yahoo.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverepc@gmail.com.
