
Estate Planning Webcast.com
(EPW, LLC) is an estate & financial planning advisory
practice, providing knowledge and sales ideas that
can be used immediately through our presentation webcasts.
Estate Planning
Webcast.com's mission is to help organizations adopt
and implement world-class estate & financial planning
practices to help better communicate and service their
global stakeholders.
Estate Planning
Webcast.com has created a virtual "live"
experience through the use of the latest technology.
Our estate and financial planning webcasts provide
the experience right from your computer. These presentations
were put together by our team of experienced and passionate
managers. Each member of the team has more than 10
years of experience working in the financial planning
community.
David has captured
his live seminars & lectures and have made them
available for you and your organization to view “On-demand”
with a computer with internet connection anytime
to help keep you and your team updated on the latest
issues, sales techniques and needs for estate planning
by offering seminars, educational lectures, and keynote
speeches for your organization’s people to view
anytime. His proven success with audiences from your
affiliated companies, as well as from others has been
extraordinary, and their financial and insurance product
sales have grown which demonstrates his effective
style of presentation.
We also want to align our unique
style of “on-demand” lectures, presentations,
and continuing education web casts efforts with your
organization by offering you specially designed company
education curriculums using “on-demand”
Host Cast presentations focused on your specific needs
and wants to help support your teams long-term continuing
sales growth! Please contact us at info@estateplanningwebcast.com
Estate planning
can do many things for financial advisors - providing
invaluable services to their clients, enhancing relationships
with professionals in associated fields, while adding
additional services which can improve their own business
efficiencies; yet many financial advisors are missing
this huge opportunity. One of David’s recent
contributions guided NAIFA members in how to use estate
planning in the financial advisor practice, while
providing members with knowledge and sales ideas they
can use immediately. As you may have had the opportunity
to experience David’s live Lectures and Seminars,
his unique and passionate style, allows a practical
use of a variety of educational methodologies as simple
marketing tools which will assist you in aligning
your area of expertise directly to your client’s
individual needs.
David Straus
is a leading speaker and advocate for the National
Association for Insurance and Financial Advisor’s
(NAIFA) with a wide range of current topics from “Basic
Estate Planning Education and Techniques” to
the more advanced topics of “Zero Tax Planning
with Life Insurance,” to “Creditor Protection
with Financial Products.”
David’s
additional focus in his more comprehensive presentations,
keynote speeches, and continuing educational seminars
includes the topics of controlling property while
you are able, disability issues, controlled giving
to “whom, when, what, and where,” avoiding
tax if possible, customization of estates and trusts,
as well as assisting clients in knowing what to look
for when hiring estate planning professionals.
Over the past
10 years David Straus and his law offices have built
a successful practice and continuing education/ lecture
series around the vision of “Forming Alliances”
and “Planning for Life” within the estate
planning industry throughout Nevada and beyond. We
have a proven track record for educating our partners
toward increasing sales of life insurance, annuities,
long-term care insurance, pension planning, and other
retirement vehicles. In addition to David’s
J.D., his LL.M. in taxation and CPA designation have
been valuable resources enhancing connectivity to
his audiences within the financial, insurance, and
legal arenas. Our current continuing education and
past seminar and keynote speaking engagements have
included:
Arthritis Foundation-Keynote
Charles Schwab
Farmers Insurance – Laughlin/Las Vegas
National Institute for Estate Planners
State Farm – Las Vegas
Arthritis Foundation – Keynote
Allstate – Reno/Las Vegas
Meadows Board of Directors
WMA – Las Vegas/Reno
American Express Financial Advisors
Morgan Stanley
American Cancer Society
Merrill Lynch
Kellogg Insurance
Mutual of Omaha– Las Vegas/Reno
Orgil/Singer
Northwestern Mutual
University of Phoenix
Banker’s Life
Community College CE – Accountants
Prudential Insurance
Meadows School
Prudential Securities
Las Vegas Gama – for Insurance Managers
Smith Barney
Reno Bankers Association – Keynote
Met Life
Sun City Anthem – Investment Club
AG Edwards – Keynote
American General Insurance
McFadden Insurance
Lincoln Financial Distributors
NAIFA-Keynote Speaker
Country Insurance Companies
Sutro&Co.
Chavez & Koch CPA Firm
Bartenders Union
Waddell & Reed, Inc
GE Capital – Richmond Virginia
SunAmerica Insurance
Estate Planning
Webcast, LLC (EPW, LLC) is an invaluable resource
for people who are concerned about building, preserving,
or transferring their estate, both now and in the
foreseeable future. My greatest hope is that it will
help them to understand the many advantages and benefits
that can be realized by the use of effective estate
planning techniques. The topics offered in my “on-demand”
seminars are intended to provide guidelines for laypeople
and professionals to ensure proper planning.
The expertise that I bring to EPW LLC is derived from
my legal education, experience in educating professional
advisors, and dedication to providing clients with
cutting-edge estate planning strategies and services.
These strategies include uses of life insurance in
estate planning, charitable planning techniques, generation-skipping
planning, special-needs trusts, domestic and international
asset protection, and estate freeze strategies.
My personal
and professional philosophy is that through knowledge
and understanding, I can achieve excellence. This
philosophy is what motivates me continually to seek
out and to understand the latest in estate planning
techniques and to provide education for our staff
and our clients and their advisors, so that we can
all participate as effectively as possible in the
planning process. I enhance my own knowledge by teaching
continuing education courses in estate planning law
and techniques to accounting, insurance, financial,
and real estate professionals.
My career as
an attorney began in 1990 after I graduated from Whittier
Law School in Los Angeles. In 1991, I earned a master
of laws in taxation from Golden Gate University in
San Francisco. After three years with a prominent
Las Vegas law firm, I decided that I could serve my
clients best by forming my own law practice.
The Law Offices
of David A. Straus provides complete services and
strategies for estate, tax, and asset protection planning
that lead to wealth enhancement and preservation.
My colleagues and I are dedicated to educating our
clients in the steps necessary to accomplish their
estate planning goals and objectives and to providing
the service, professionalism, and expertise necessary
for them to fully realize these intentions.
It is
with this purpose in mind that I am grateful for the
opportunity to participate in this new media to bring
my live seminars conveniently to you. I am certain
that it will become required viewing for anyone who
wishes to further his or her knowledge of estate planning
and the benefits that proper planning can provide.
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