Gold and Silver Investment Law: Metal IRA’s, metal investing, and management of the possession of precious metals

Bruce W. Steckler
Joseph Presti, Esq.
Donald W. Dee
Bruce W. Steckler | Gresham Cochran, PLLC
Joseph Presti, Esq. | Rare Coins of New Hampshire
Donald W. Dee | Rare Coins of New Hampshire

On-Demand: July 20, 2021

Gold and Silver Investment Law: Metal IRA’s, metal investing, and management of the possession of precious metals
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Program Summary

Some subject areas to be covered during this portion of the seminar include what is allowed and not allowed in metals IRA’s and will center on how to avoid some of the pitfalls of investing in physical metals including metals IRA’s. How to spot potential scams for your clients and advise them responsibly.

This program will provide an overview of the credentials and services of RCNH Financial while also outlining best practices for the successful acquisition, management, and liquidation of the physical possession of precious metals.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

Bruce Steckler:

  • Strategy in Precious Metals Scams
  • Collectable Coins
  • SDIRA
  • Claims for recovery

Joseph Presti:

  • What is allowed and not allowed in metals IRA’s
  • How to avoid some of the pitfalls of investing in physical metals including metals IRA’s
  • How to spot potential scams for your clients and advise them responsibly

Donald Dee:

  • Overview of the credentials and services of RCNH Financial
  • Outlining best practices for the successful acquisition, management, and liquidation of the physical possession of precious metals

Date / Time: July 20, 2021

  • 2:00 pm – 3:40 pm Eastern
  • 1:00 pm – 2:40 pm Central
  • 12:00 pm – 1:00 pm Mountain
  • 11:00 am – 12:00 pm Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

Speakers

Bruce W. Steckler_Gresham Cochran, PLLC_myLawCLEBruce W. Steckler | Gresham Cochran, PLLC

Bruce founded Steckler Gresham Cochran, PLLC after two decades of successfully litigating a variety of commercial, securities, mass tort, products liability, consumer, personal injury, and first party insurance cases. He envisioned a law firm where attorneys and employees garnered the trust and full confidence of clients.

Today, he has formed a practice which provides unparalleled client service and personal attention to the needs and objectives of its clients.

He was a partner at three Dallas-based firms and, most recently, was a shareholder and the head of the General Litigation Section of one of the largest plaintiff firms in the United States. He is known as an aggressive advocate willing to take innovative approaches to achieve success for his clients. His legal acumen has won him recognition by D Magazine’s “Best Lawyers under 40” feature in 2002 through 2006, and D Magazine’s “Best Lawyers” in 2007 through 2021, and Thompson Reuters as a “Texas Super Lawyer” in 2004 through 2021.

Mr. Steckler enjoys an “AV Preeminent” rating by Martindale-Hubbell Law Directory, its highest peer rating. He was selected for the Plaintiff’s Hot List in 2011 by the National Law Journal. He was named a finalist for Public Justice Trial Lawyer of the Year 2012, an honor that is awarded to the attorneys who “made the greatest contribution to the public interest within the past year by trying or settling a precedent-setting or socially significant case.”

He has also been named one of the “Top 100 Trial Lawyers” by the National Trial Lawyers from 2013 through 2021, was named a “2015 Top Rated Lawyer in Insurance Law” by American Lawyer Media and Martindale-Hubbell Law Directory, selected to join the American Institute of Trial Lawyers Litigator of the Year and named as one of the Top 100 Trial Lawyers in America in 2015-2021. Most recently, he was again recognized in the 27th edition of The Best Lawyers in America and his firm named one of the Best Law Firms in Texas by U.S. News & World Report.

In law school, Mr. Steckler was the Leading Articles Editor of the Journal of Air Law & Commerce, a recipient of the Journal’s scholarship, a member of the SMU Law Review Association, and a board member of the law school’s Moot Court program. He was appointed by the State Bar of Texas to serve as a member of the State Bar of Texas Grievance Committee and currently serves as an Emeritus member of the Board of Directors of the Dallas Trial Lawyers Association. He received a Certificate of Appreciation in 1996 from the Dallas Bar Association for his pro bono work in the community.

Bruce has authored numerous papers on civil litigation and trial practice and has spoken at several seminars on various civil litigation topics before attorneys, professionals, and the insurance industry. He is a member of the Public Justice Foundation American Association of Justice, Dallas Trial Lawyers Association, and has been admitted to the Million Dollar Advocate Group.

Mr. Steckler has been appointed by both federal and state court judges to lead some of the most significant cases in the United States. He was appointed by the Honorable Eldon Fallon in the United States District Court for the Eastern District of Louisiana to serve on the Plaintiffs’ Steering Committee for the Chinese Drywall MDL and served as a member of the Plaintiffs’ Executive Committee for Bank Overdraft Litigation appointed by the Honorable Lawrence King in the United States District Court for the Southern District of Florida. He was co-lead counsel in the case against JP Morgan Chase in In Re Checking Account Overdraft Litigation.

Most recently, Mr. Steckler was honored to be appointed by the Honorable Judge Cote in the Southern District of New York to serve as co-lead counsel in In re Inclusive Access Course Materials Antitrust Litigation MDL 2946. He was also recently selected to serve as liaison counsel in In re Toyota Hybrid Brake Litigation Consolidated Case No.: 4:20-cv-00127 in the United States District Court for Eastern District of Texas by the Honorable Judge Mazzant.

The Honorable Judge Douglas P. Woodlock appointed Mr. Steckler to serve as a member of Plaintiffs’ Steering committee for MDL 2428: In Re: Fresenius Granuflo/Naturalyte Dialysate Products Liability Litigation in the United States District Court for Massachusetts. He also was appointed by the Honorable Judge Kenneth M. Karas in United States District Court for the Southern District of New York to serve on the Plaintiffs’ Steering Committee for the In re: Ford Fusion and C-Max Fuel Economy Litigation. He was appointed lead counsel by the Honorable Judge Anthony Battaglia in the In Re: Easysaver Rewards Litigation in the Southern District of California.

He serves as liaison counsel and lead counsel in In Re: Texas State Silica Products Liability Litigation. He was also appointed lead counsel in the following Texas State cases: In re: Electronic Data Systems Class Action Litigation, Cause No. 366-01078-2008 (366th Judicial District Court of Collin County, Texas), City of St. Clair Shores Police and Fire Retirement System, Individually and on Behalf of All Others Similarly Situated v. Affiliated Computer Services, Inc., et al; Cause No. CC-09-07377-C (County Court at Law No. 3 Dallas County, Texas), and In re Silicosis Litigation, Texas State MDL Cause No. 200470000/GN002797 (State District Court Houston, Texas).

He is a member of the State Bars of Texas, Louisiana, New York, Pennsylvania and Missouri, U.S. District Courts – Northern District of Texas, Eastern District of Texas and Southern District of Texas, Eastern District of Louisiana and Western District of Louisiana, United States Court of Appeals for the Ninth Circuit, and the Federal Court of Claims in Washington, D.C.

Joseph Presti, Esq._Rare Coins of New Hampshire_myLawCLEJoseph Presti, Esq. | Rare Coins of New Hampshire

Joseph has been a numismatist since 1980 and is COO and buyer for Rare Coins of New Hampshire as well as their corporate attorney. He is also involved with consumer protection, assisting individuals to recover funds who have fallen victim to coin and metal scammers.

Donald W. Dee_Rare Coins of New Hampshire_myLawCLEDonald W. Dee | Rare Coins of New Hampshire

Donald is the Director of the Financial Services Division of Rare Coins of New Hampshire, the noted numismatic and precious metals firm recognized for its unrivaled technical expertise and consumer protection practices.

Don has worked exclusively in the precious metals and numismatic markets since graduating from the University of Massachusetts. Working with financial professionals for over 25 years, RCNH Financial is approved and has been fully vetted by many broker dealers, RIA’s, portfolio management firms and estate planning attorneys.

A published author and contributor to Life Insurance Selling Magazine, Donald has also opened markets for the placement of premium quality rare coin and precious metals investment portfolios throughout the United States, Canada and Saudi Arabia.

Don is a frequent invited guest speaker at numerous financial educational forums in the United States and Canada on the subjects of precious metals and numismatic investments.

Agenda

I. Strategy in Precious Metals Scams | 2:00-2:10
II. Collectable Coins | 2:10-2:20
III. SDIRA | 2:20-2:30
IV. Claims for recovery | 2:30-2:40
V. What is allowed and not allowed in metals IRA’s | 2:40-2:50
VI. How to avoid some of the pitfalls of investing in physical metals including metals IRA’s | 2:50-3:00

VII. Break | 3:00-3:10

VIII. How to spot potential scams for your clients and advise them responsibly | 3:10-3:20
IX. Overview of the credentials and services of RCNH Financial | 3:20-3:30
X. Outlining best practices for the successful acquisition, management, and liquidation of the physical possession of precious metals | 3:30-3:40