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MAY 11, 2009 “Top Estate Planning Techniques” sponsored by NBI (National Business Institute), San Bernardino, CA. Teresa will be instructing lawyers and other legal professionals on the use of Family Limited Liability Companies and Family Limited Partnerships as effective Estate tax planning vehicles, and Grantor Retained Annuity Trusts to transfer wealth to the next generation gift tax-free.

2008 Presentations by Teresa Rhyne

November 14, 2008: “Speaking of Women’s Health” Hosted by Loma Linda University Medical Center. Teresa was a break-out session speaker on “Taking Care of You and Yours: An Estate Planning and Financial Primer for Women.”

November 11, 2008: “Estate Planning for People with Pets” hosted by The Riverside Humane Society Pet Adoptions Center. A lifelong pet lover with a particular fondness for shelter beagles, Teresa believes that taking care of your loved ones means taking care of your companion animals as well. This presentation shared valuable information on providing for your pet both in an emergency and at your death.

June 26, 2008: “Estate Planning Basics: The Living Trust” sponsored by NBI (National Business Institute), Ontario, CA. Teresa was a featured speaking instructing lawyers and other legal professionals on the basics of estate planning using living trusts, health care directives and powers of attorney.

April 21, 2008: “Making the Best Use of Irrevocable Life Insurance Trusts” sponsored by NBI (National Business Institute), San Bernardino, CA. Teresa was a featured speaker instructing other lawyers regarding estate, income and gift tax issues in the use of life insurance trusts.

February 21, 2008: “Estate Planning for YOUR Life” sponsored by Altura Credit Union, Riverside, CA. Teresa was a featured speaker discussing general estate planning matters that everyone should know about at a gathering of over 100 Altura Credit Union members.

Prior Presentations

Over the years, Teresa Rhyne has been a featured speaker at many gatherings, seminars and conferences including: Celebrating Non-Profits Day sponsored by the Resource Center for Non-Profit Management; State Assemblyman Paul Benoit’s Inland Empire Nonprofit Conference; “Tricks or Treats: What a Girl needs t Know so her Future isn’t Scary!” Presented with Eileen Ashwal, CFP Waddell & Reed;

Preserving and Spreading Your Wealth Across the Generations” sponsored by the Altura Credit Union, Palm Desert; and “Getting on Track with Your Financial Planning” sponsored by UC Riverside Foundation.

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