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Thursday June 12, 2025 1:00pm - 1:45pm PDT
What does it take to not only accumulate wealth but also preserve and pass it on to future generations? In this enlightening session, Richard E. Durfee Jr. dives into the essentials of estate planning, asset protection, and tax minimization. With a focus on creating a legacy that endures for generations, Rick will provide key insights into effective wealth preservation strategies, from simple wills and trusts to complex dynasty planning for ultra-wealthy families. Whether you're looking to safeguard your family’s financial future or ensure your legacy is built with purpose, this session will guide you through the legal framework to protect and grow your wealth for the long haul.
Speakers
avatar for Rick Durfee

Rick Durfee

Building Legacies
Richard "Rick" Durfee, Jr. is the founding and senior attorney at Durfee Law Group (DLG), with over three decades of experience in estate planning, asset protection, and multi-generational wealth strategies. Based in Mesa, Arizona, Rick’s firm represents clients nationwide, offering... Read More →
Exhibitors
avatar for Durfee Law Group

Durfee Law Group

Durfee Law Group, PLLC: Serving the best clients in the world for Dynasty Estate Planning, Asset Protection, Charitable Planning, Business and Tax Planning, and related matters
Thursday June 12, 2025 1:00pm - 1:45pm PDT
Ventura

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