08/30/2026
I am going to describe my November conference the way I wish every event described itself: what you walk in with, what you walk out with, and nothing vague in between.
You walk in with something you already own and probably undervalue: relationships with clients who have real assets and real exposure.
That is the scarce ingredient in this entire model, and you have spent years building it.
You walk out with the rest.
Three days at The Westin Kierland in Scottsdale, November 15 to 18, learning the model my firm has run for thirty years.
You learn the three phases of every lawsuit and where plans fail. You learn the structure that holds in court, layer by layer, meaning the LLC, the Asset Management LP, and the Bridge Trust.
You learn the co-counsel model that lets you share in asset protection fees lawfully under Arizona's 2021 statute, with no law license and no legal liability.
And you learn the exact words to use with a client, which is where most professionals fumble the entire opportunity.
Put those two things together and you have a new revenue line inside a book of business you already serve, plus a client who now cannot replace you, because you are the one who protected everything they built.
Fifty seats total, 20 remaining, six experts in the room including Tom Wheelwright, MCLE and CPA CE available.
Seats are confirmed on a short call, not a checkout, and the application is four questions:
Three days in Scottsdale with the attorney who invented the Bridge Trust. Learn the lawful asset protection model your clients need, and how to add it as a revenue line without practicing law. MCLE and CPE available. 50 seats. Nov 15 to 18, 2026.
