Legacy Leaders

Eric Raines: Navigating the Complexities of Tax Planning


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Eric Raines received his law degree from Yale Law School and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He earned his undergraduate degree at the University of Texas. His practice is focused on estate planning, business succession planning, charitable giving, trust administration, and probate. Prior to joining the firm, he founded his own trust and estates law firm, worked at Gibson, Dunn & Crutcher, LLP, and prosecuted cases as a Deputy District Attorney in Las Vegas. He teaches a class on Estate Planning at the University of California, Irvine, and has created and run a 501(c)(3) nonprofit organization. He is admitted to practice in California and Nevada.

Listen to this informative Legacy Leaders episode with Eric Raines about The Importance of Visual Communication in Estate Planning, Tailoring Communication to Different Clients, Simplifying Complex Concepts, Ideal Clients & Understanding Clients' Sensitive Pressure Points and The Importance of Consulting an Estate Planning Attorney.


Here is what to expect on this week’s show:

●    Learn innovative estate planning concepts and strategies to enhance your practice and better serve your clients

●    Discover effective communication techniques that will empower you to connect with your estate planning clients on a deeper level

●    Master the art of tax planning in order to navigate the complexities of the tax code and maximize benefits for your clients

●    Explore the emotional challenges associated with estate planning and gain valuable insights on how to support your clients through the process

●    Understand the importance of continuous learning and professional development in the ever-evolving field of estate planning

 

Connect with Eric Raines:

Website: https://albrechtbarney.com/

LinkedIn: https://www.linkedin.com/in/eraines/

Email: [email protected] 

 

With your Guest Host: Allen Yee

Allen Yee is a Certified Financial Planner and an expert in financial and retirement planning. He is the founder and President of Guidant Planning, a comprehensive multi-generational wealth management firm. Through its holistic planning approach, Guidant Planning is devoted to truly understanding the goals and values of their clients and utilizes an arsenal of strategies to help achieve them. Additionally, Allen and his team specialize in different areas to create depth of knowledge and expertise. The multi-generation aspect of the firm provides continuity of wealth management through their clients' advancing age for decades to come. 

 

Connect with Allen Yee:

Website: https://www.guidantplanning.com/

LinkedIn: https://www.linkedin.com/in/guidantplanning/

Facebook: https://www.facebook.com/AllenYee.Guidant

Phone: (626) 396-1650

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Legacy LeadersBy Stan Miller & Katie Beth Hand

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