November Luncheon

Date: Tuesday, November 13, 2018
Time: 11:30am - 1:00pm
Location: Charlotte Harbor Yacht Club
Speaker: David Holmes, Esq.

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Asset Protection for You and Your Clients.   David Holmes, Esq. with the Farr Law Firm will be our guest speaker. 

His talk is entitled "Integrating Estate and Asset Protection Planning in Florida”

David will cover the fundamentals of asset protection in Florida including exemption planning, limited liability entities, and protective trusts, with emphasis on creation of a unified structure that serves estate planning and asset protection objectives.

David Holmes is a business lawyer and has practiced law in Charlotte county for 25 years.

He counsels and advocates for business owners and their businesses across a broad range of matters including initial organization, governing documents, operations and contracting, acquisition, disposition, and finance. David also advises clients on planning and strategy and advocates for them in commercial litigation matters.

In the area of Asset Protection, he assists clients in identifying assets that are exposed to the risks of litigation and implements protection strategies that are consistent with existing financial and estate plans, including family limited partnerships and asset protection trusts.

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