Special Trusts: Not Special Needs Trust

Date: Thursday, September 7, 2023
Time: 12:00pm - 1:30pm
Location: The Grand Event Center
Speaker: Blaine J. Burch

Blaine J. Burch presents

Special Trusts: Not Special Needs Trust

Some of these trust include; separate trust for kids, tax planning trust, firearms trust, (and my favorite) the pet trust.

Blaine will discuss some of the advance planning strategies such as sub-trust, separate trust for kids, charitable trust, family trust, firearms trust and of course the pet trust. Blaine will also review tax strategies, protecting kids from judgment or divorce, how a trust can help a child with addiction issues, and long-term health issues and documents you need to complete before sending your child to college. He will also touch a bit on how there needs to be special planning for small business owners and certain professionals such as doctors, lawyers & financial advisors.

Blaine J. Burch is a founder and the managing partner of the Orange County, California law firm of BHR Law Group, PC, where he provides personal, dedicated counsel to business owners, professionals and philanthropists with respect to income and estate tax issues that arise in the areas of business succession planning, wealth management, and charitable giving. 

Blaine has been certified as a specialist in Estate Planning, Trust and Probate Law by the California State Bar Board of Legal Specialization.  He developed experience working for the top estate and tax planning law firms in Orange County.

Blaine advises his clients, while drawing on a wealth of knowledge gleaned from years of personal experience as an entrepreneur and business owner. Blaine received his Bachelor of Science in Business Management with an emphasis in Marketing from the Marriott School of Business at Brigham Young University. Blaine quickly became the marketing director of a nationwide agri-business. In that capacity, Blaine helped develop product lines and headed up marketing campaigns with companies like Nestle, Nabisco, and Conagra Foods.  Blaine went on to obtain his Juris Doctor from the George Mason University School of Law (now the Antonin Scalia Law School) in Arlington, Virginia before beginning his career in Southern California. 

Blaine lives in Aliso Viejo with his wife and three beautiful daughters.


Thank you to this month's Speaker Sponsor John Rydell

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