But I went to a seminar, had a nice lunch and Fred the seminar guy said . . . .
It is very important that you understand that unless you get something in writing from the speaker (not likely) than the advise you receive may or may not be correct. Many times people will tell me what they heard at a seminar and what they heard is simply wrong. I would never rely on what somebody said at a seminar. Here the phrase “you get what you pay for” is very true. Further, even if you clearly remember what somebody told you, unless what you were told is in writing, the speaker can always simply say that “that is not what I said” or “that is not what I meant.” Therefore, if you have questions and you need to rely on the advice received, set up an appointment with Matthew Linde at Cody & Linde, PLLC. Generally, with potential estate planning clients, I provide a 15 minute free consultation.