Tim Voorhees,JD, MBA, AEP®: Principal Partner of Family Office Law (Million Voorhees Ziebold LLP) and President of Family Office Services and its affiliated firms. National lecturer, trainer, and author. 39 years of experience providing wealth, estate, and charitable planning for multi-million dollar estates through national wealth planning organizations and financial service companies. Experience includes:Area of expertise: Wealth Counseling and Wealth Blueprinting
Please visit Tim Voorhees' full profile at www.LinkedIn.com/in/TimVoorhees, which contains info such as the following:
* Zero Tax Planning is a simple but powerful concept that integrates well-established non-charitable tools (such as insurance, LLCs, low-interest notes, and irrevocable trusts) with common charitable tools (such as gift annuities, charitable remainder trusts, charitable lead trusts, private foundations, pooled income funds, etc.) to help clients reduce taxes while increasing potential benefits for family and favorite charities. Most clients can zero-out estate, gift and GST taxes through the appropriate leveraging of standard estate and gift tax exemptions. Other charitable and business income tax strategies can be used to zero-out taxes on capital gains income and/or the portion of their income not needed for lifestyle expenses. It is not difficult to zero-out taxes simply by giving wealth to charity. Amazing opportunities arise, however, when the tax benefits of statutory charitable tools are combined with the tax benefits of non-charitable instruments described in the Internal Revenue Code. Family Office Law LLP ("FOL") attorneys and their affiliates do not recommend strategies that lack substantial legal authority.
President, Family Office Services, Inc.
Principal Partner, Million Voorhees Ziebold, LLP
695 Town Center, Suite 700
Costa Mesa, CA 92626
Click book covers to view websites explaining Tim's six books:Click to See Details about Speeches below
One of the nation's leading authorities on wealth planning for affluent families, Tim consistently earns highest audience ratings as a frequent speaker and trainer at professional meetings and events for local, regional, and national groups of affluent families, philanthropic officers, and wealth advisers - including accountants, attorneys, investment advisers, and insurance professionals.
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Tim Voorhees, a principal partner at Million Voorhees Ziebold LLP ("MVZ"), maintains a national wealth planning practice in conjunction with locally licensed attorneys in each jurisdiction where he practices. Tim Voorhees is licensed to practice law in Maryland; his practice is limited to Federal estate and tax planning issues. In California, Gary Million and Mark Ziebold oversee a team of attorneys that draft and help execute legal documents. Tim Voorhees does not practice law in California but manages Voorhees Family Office Services, Inc. ("VFOS"), a Registered Investment Advisory firm. VFOS supports MVZ by providing plan design, reporting, and case coordination services necessary to illustrate and implement the advanced planning techniques described in Tim's books, articles, and speeches.