Asset Protection Planning

Date: Tuesday, February 6, 2018
Time: 11:30am - 1:00pm
Location: Portofino - 249 E. Main Street, Lexington
Speaker: Tom Bunch - Bunch & Brock, Lexington

We would like to welcome Mr. Tom Bunch of Bunch and Brock as our speaker for our February meeting with the topic of “Asset Protection Planning!”  We are also excited to welcome back our friends from the Society of Financial Services Professionals as we meet together for this topic!

 

We live in a litigious society. It is crucial that wealthy individuals use asset protection strategies to protect their estates and the property that they intend to leave to their beneficiaries upon death.  Further, many wealthy individuals who experienced past successes may encounter financial problems in the future that could put their personal estates at significant risk. Therefore, asset protection strategies should be considered as part of an estate and financial plan.

 

Mr. Bunch is an attorney with Bunch & Brock in Lexington.  He began practicing law with his father's law firm in 1989 in the area of bankruptcy and estate planning. He received his Bachelor of Arts from Wake Forest University in 1986 and a J.D. from the University of Kentucky, College of Law, in 1989. Tom practices in Debtor and Creditor Legal Issues arising in Bankruptcy (with extensive experience in Chapter 7, 11, 12 and 13 cases) and non-bankruptcy matters (loan workouts, debt relief and debt settlement).  During the last several years, Tom has played an increasing role at Bunch & Brock in Estate Planning and Estate Administration cases.   Tom’s bankruptcy experience complements his skills in the administration of insolvent probate cases.

  

It is IMPERATIVE that you RSVP by either registering online here - or by replying directly to this email no later than Friday, February 2nd, at 5:00 PM. When accepting, please be sure to provide me with the name of any guest(s) you may be bringing with me so that a nametag can be prepared for them.
  

***If you are a member of both the BGEPC and SFSP, please be sure to RSVP to only one group or the other and not both.  This will help ensure that we have a proper headcount for Portofino’s and eliminate any confusion.***


Cancellations will be accepted until 5:00 PM on Monday, February 5th. If you do not cancel your reservation, you may be billed for the regular meeting fee as the Council becomes financially obligated to cover costs.
 
We look forward to seeing you on
Tuesday, February 6th!

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