Past Meeting Topics
Past speakers over the last 12 months have included:
Barry S. Engel, Esq. will present "Asset Protection and Integrated Estate Planning: The State of the Art for 2012."
Sheryl L. Brake, CPA and Jim Thomas, Esq. of Minor & Brown, presented on Business Succession Planning: Helpful Tool or Necessary Evil.
Learn the importance of business valuation and succession planning, why to start the process early and what it can tell you.
John Warnick, Esq. and Courtney Pullen presented "Purposeful Trusts, Values Estate Planning and Family Wealth Counseling."
Five Suggestions from the World of Purposeful Planning - presentation notes
Understanding Financial and Medical Powers of Attorney and Other Advance Directives for Health Care
Attorneys Carl Glatstein and Arlene Barringer of Glatstein & O'Brien LLP will review financial powers of attorney and the law governing those powers which became effective in Colorado on January 1, 2010. They will also present the legal and practical considerations of advance directives for health care, including a discussion of decisional capacity, informed consent, proxy authority, medical powers of attorney, living wills, CPR directives, Do Not Resuscitate orders and Medical Orders for Scope of Treatment (MOST).
Trust Planning for Individuals with Disabilities or On Public Benefits
Special needs planning is often overlooked as families are creating their estate plans. Families and people with disabilities are frequently unaware of planning options as they deal with excess resources and maintaining eligibility for government benefits. Presenters Lisa Eastin, Esq., and Megan Brand, Executive Director of the Colorado Fund for People with Disabilities, will provide the nuts and bolts of special needs funding and administration. They will include real life examples of enhancing quality of life through Special Needs Trusts.
Art Succession Planning
Richard Hartmann, J.D., CLU, ChFC, a values-based wealth succession advisor to high net worth families and large private companies, and founder and owner of Benefit Concepts, Inc. will educate attendees on the unique and complex considerations of Art Succession Planning. He will provide insight into the top ten questions collectors and their professional advisors should ask when planning for their art, antiques and collectibles.
Charitable Planned Giving Strategies and Domestic Abuse Agencies
Presented by Jeneen Klippel-Worden and Maria Lopez
Education about the realities of domestic violence, including the cycle of violence, the characteristics of the abuser, why women stay, and the importance of supporting battered women and their children. Also, a discussion on how to approach and educate clients on their planned giving to non-profit agencies, including agencies that work with victims of domestic violence.
Tax Update
Presented by Fran Coet
The WEPC January program will review the legislative, judicial, and regulatory changes generated in 2011 in a rapid-fire presentation by Fran Coet, CPA/CFF, CVA, CFP, CFFA, a tax professional for 40 years. Fasten your seat belts and hold on tight!Opportunities for Educational Gifting
Presented by Kelly R Berg, attorney at Tuthill and Hughes, LLP. There are several vehicles your clients can use to make educational and scholarship gifts, including private foundations, donor advised funds, and gifts made directly to educational institutions. This presentation will focus on the advantages and disadvantages of each, along with the tax benefits of making such gifts, either during life or at death.