CONTACTS
Tel: (760) 931-9923
rich@legacy-legal.com
AREAS OF PRACTICE
Wealth Management / Legacy Planning →
Tax Law →
Probate →
Wills & Trusts →
EDUCATION
J.D. Southwestern University School of Law
LL.M. Master of Laws – Taxation – Denver University School of Law
Rich brings a unique learning environment to legacy planning allowing people to experience and explore new possibilities for themselves and their families. Rich holds workshops in a fun and provocative way where people are actively participating in building a secure future for themselves and their family. In a way, these techniques are breaking down the walls in how families are talking about money, bringing them together, fostering opportunity to create a common family vision and making their wealth last for generations.
EDUCATION & COURT ADMISSIONS
Rich proudly served two years as the chairperson of the North San Diego County Bar Association’s Tax Section and has testified as an expert witness in court. From 2000-2002, he was a Board Member and Treasurer of a prominent San Diego charitable organization.
Rich conducts public and private seminars, and has presented talks before such distinguished groups as the CPA/LAW Forum, the North Coastal Estate Planning Council, the California Society of Enrolled Agents and the North San Diego County Bar Estate Planning and Probate Section.
Learn more about Rich Gaines’ Foundations For Success Workshops and Education Events, contact us.
Literature
Recently Published Resources From Rich Gaines
When it comes to retirement planning – Do you take shelter or risk it? We…
THE DOUBLE WHAMMY Today’s Straight Talk is special. There is so much going on and…
The word that conjures up guys in polyester pants selling life insurance. Sales. For processionals…
Prices and conditions are not fixed. To negotiate is to come to agreement with the…
If you have the qualities of a leader. If you are a person well-liked, trusted,…
What is meant by adding massive value? What is its purpose? If you think about…