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Introduction & Summary

The Problem & Solution

Questions & Answers

Capital Gains Bypass Trust

Our Supporters

RALPH ADAMO
President & CEO
Integrity Wealth Management

JOHN D. GLENN
President & Managing Director
The Mentor Group

GREG REESE
President
AmeriEstate Legal Plan, Inc.

JACK JACOUB, M. D.
Medical Oncology & Hematology
OC Blood & Cancer Care

JEFFREY R. HARTMANN
Attorney at Law

DONALD G. GRAVALEC
Attorney at Law

STEPHEN C. NIL
JD, CEO
Charity Channel

DAN MIRGON
President
Dan Mirgon & Associates

JOHN C. ROSS
OnitBooks.com

ALEX CASTELLON
Sapphire Realty

THOMAS BRITAIN

PAUL H. FIEBERG

GUY BAKER
Managing Director
The Wealth Teams Alliance

R. J. KELLY
ChFC, CLU, IAR, CAP, RICP, MSFS
Wealth Legacy Group

NEILIA LaVALLE
President & CEO
Paragon Partners, Ltd.

ROD CHAMBERLIN
MSFS
Chamberlin & Associates

MATTHEW KYLE HESLEY
President
HELSEY Corp

JOANNA AVERETT
Professional Fiduciary

CARL OLSON
Retired
Past President LA Police Protective League

EDDIE JONES
President
Blue Ocean Concepts, Inc.

JERRY D. MACKEY, ESQ.
Lawyer
Shmiesing Blied Stoddart & Mackey

BARRY CUNNINGHAM
President
Cunningham Energy

SUSAN DALLAS HATTAN
Attorney

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PHONE:
949-981-4452
SAN CLEMENTE
903 Calle Amanecer
Suite 230
San Clemente, CA 92673
WASHINGTON D.C.
601 13th Street NW
Suite 950 South
Washington, DC 20005