<h2 class="headPresentation">Upcoming Presentations</h2>
<p> </p>
<ul>
<li> 
<ul>
<li><a href="estate-steward-program/upcoming-events/103"><img src="images/icons/building.jpg" alt="image" style="margin-bottom: 150px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a href="estate-steward-program/upcoming-events/103" class="attorney_link">Asset Protection</a></h4>
<p style="text-align: justify;"><br /><span style="color: #123c68;"><em>Thursday, October 18, 2012</em></span><br />The lifetime protection of personal assets, such as homes and retirement plans, is a key concern of many clients.  Effective asset protection requires the timely implementation of the proper legal technique and the well-informed operation of such strategy – and does not involve hiding assets, committing fraud or perjury, or engaging in fraudulent transactions.  This ESP presentation will highlight available statutory exemptions, traditional planning techniques and advanced estate planning instruments as a means by which to legitimately protect assets from future potential creditors.<a href="estate-steward-program/presentations/103"><br />Click here to RSVP</a></p>
</li>
<li><a href="estate-steward-program/upcoming-events/102"><img src="images/icons/pen.jpg" alt="image" style="margin-bottom: 120px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a href="estate-steward-program/upcoming-events/102" class="attorney_link">Estate Planning Workshop</a></h4>
<p style="text-align: justify;"><br /><span style="color: #123c68;"><em>Thursday, December 13, 2012</em></span><br />This ESP Workshop will demonstrate various common problems arising from outdated, improper or non-existent estate plans through an examination of real cases.  These case studies will cover topics including dying intestate, failure to update fiduciary appointments, will contests, and claims of potential beneficiaries.<a href="estate-steward-program/presentations/102"><br />Click here to RSVP</a></p>
</li>
</ul>
<p>........................................................................................................................................................................................</p>
<p> </p>
<p> </p>
<h2 class="headPresentation">Past Presentations</h2>
<ul>
<li><a href="estate-steward-program/upcoming-events/99"><img src="images/icons/glasses.jpg" alt="image" style="margin-bottom: 150px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/duties-responsibilities-fiduciary.pps" class="attorney_link"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/duties-responsibilities-fiduciary.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<h4><a href="estate-steward-program/upcoming-events/99" class="attorney_link">Duties and Responsibilities of a Fiduciary</a></h4>
<p style="text-align: justify;"><br /><br />Many people appoint family members to serve as their fiduciaries, which most often include attorneys-in-fact, trustees, executors and health care agents, and many of those appointed relatives willingly accept such duties without understanding exactly what responsibilities are tied to each fiduciary position.  This ESP presentation will highlight the important duties and responsibilities with which fiduciaries are charged, including compliance with trust terms, disclosure and impartiality to beneficiaries, and safe guarding the trust against loss, dissipation and diminution. <a href="estate-steward-program/presentations/99"><br /></a></p>
</li>
<li><a href="estate-steward-program/upcoming-events/101"><img src="images/icons/gavel.jpg" alt="image" style="margin-bottom: 130px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/ep-retirement.pps" class="attorney_link"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/ep-retirement.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<h4><a target="_blank" href="from_rack/Powerpoint/business-succession-planning.pps" class="attorney_link">Estate Planning for IRA's 401ks and other Retirment Accounts</a></h4>
<p style="text-align: justify;"><br />Many Americans place a substantial portion of their wealth in  tax-deferred retirement accounts such as traditional IRAs,  401(k)s, and  403(b)s. As a general rule receipt of inherited property is usually not  subject to income tax.&nbsp; The major exception to this rule is retirement  account as these accounts represent income which was previously  sheltered from taxation.&nbsp; We will explore the estate planning techniques  available to minimize or eliminate their tax liability.</p>
</li>
<li><a href="estate-steward-program/upcoming-events/101"><img src="images/icons/glasses.jpg" alt="image" style="margin-bottom: 100px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/business-succession.pps" class="attorney_link"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/business-succession.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<h4><a target="_blank" href="from_rack/Powerpoint/business-succession-planning.pps" class="attorney_link">Business Succession Planning</a></h4>
<p style="text-align: justify;"><br />This presentation focuses on the important of estate planning in closely-held or family-owned businesses.  The process of business succession planning requires a commitment of energy and resources, all of which must be guided by an organized strategy over some length of time.  We will explore solutions and strategies are available to business owners, as well as new choices for business entities, traditional and sophisticated estate planning tools, and financial options for the family.</p>
</li>
<li><a href="estate-steward-program/upcoming-events/101"><img src="images/icons/book.jpg" alt="image" style="margin-bottom: 95px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/.pps" class="attorney_link">Top 10 Things you should know about aging and emerging elder care technology</a></h4>
<p style="text-align: justify;"><br />What is asset protection?&nbsp; Is it legal?&nbsp; Is it effective?&nbsp; Do I have to “hide” assets offshore to protect them?&nbsp; These and other related questions are the subject of our asset protection planning seminar, which is designed to convey a fundamental understanding of the legitimate techniques and vehicles used for protecting resources, including statutory property exemptions, corporations, limited liability companies, and trusts.</p>
<ul>
<li><a href="estate-steward-program/upcoming-events/101"><img src="images/icons/gavel.jpg" alt="image" style="margin-bottom: 75px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/assetprotection.pps" class="attorney_link"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/assetprotection.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<h4><a target="_blank" href="from_rack/Powerpoint/assetprotection.pps" class="attorney_link">Asset Protection</a></h4>
<p style="text-align: justify;"><br />What is asset protection?&nbsp; Is it legal?&nbsp; Is it effective?&nbsp; Do I have to “hide” assets offshore to protect them?&nbsp; These and other related questions are the subject of our asset protection planning seminar, which is designed to convey a fundamental understanding of the legitimate techniques and vehicles used for protecting resources, including statutory property exemptions, corporations, limited liability companies, and trusts.</p>
</li>
<li><a href="#"><img src="images/icons/glasses.jpg" alt="image" style="margin-bottom: 145px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/esp-funding-workshop-2011.pps" class="attorney_link"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/esp-funding-workshop-2011.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<h4><a href="from_rack/Powerpoint/esp-funding-workshop-2011.pps" class="attorney_link">Funding Your Revocable Trust</a></h4>
<p style="text-align: justify;"><em>&nbsp;</em><br />The  process of establishing and funding a living trust as the centerpiece  of your estate plan requires a commitment of time and energy that is, in  our view, well worth the effort.  Having taken great care to plan for  the protection and transfer of your resources upon incapacity or death,  you have also set the stage to minimize the delays and costs of probate  administration, unnecessary taxes, and disputes among your  beneficiaries.  In our experience, however, maximum benefits are only  achieved when assets are titled properly in the trust.  This is a  practical presentation, designed to provide answers to FAQs on the fine  points of trust ownership of various types of assets, along with advice  on beneficiary designations and tax traps for the unwary.</p>
</li>
<li><a href="#"><img src="images/icons/inc.jpg" alt="image" style="margin-bottom: 60px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/2010-Tax-Relief.pps" class="attorney_link">Income, Estate and Gift Tax Update<img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/2010-Tax-Relief.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<p style="text-align: justify;"><br />This presentation aims to unravel and clarify the new tax legislation known as the (temporary) Tax Relief Act of 2010.  We will discuss the critical implications of the new law on your current estate and tax planning, as well as the unique opportunities presented during the two-year life span of this temporary “patch.”</p>
</li>
<li><a href="#"><img src="images/icons/building.jpg" alt="image" style="margin-bottom: 165px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/2010-charitable-giving.pps" class="attorney_link">Charitable Giving as Estate Planning<img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/2010-charitable-giving.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<p style="text-align: justify;"><br />Whether your charitable intentions are to create a legacy in support of your values, influence and prioritize social improvement policies, or make a different by fulfilling cultural, civic or religious needs that otherwise would not be met, there are many strategies with various tax outcomes that can be implemented as a part of your comprehensive estate plan.  Whether establishing a charitable remainder trust, purchasing a life insurance policy, donating an IRA or other qualified plan or simply making a direct gift, the tax consequences must be closely analyzed.  When properly planned, the charitably inclined can be sure they are taking full advantage of the income, gift and estate tax deductions available to them, while making a difference for future generations.</p>
<ul>
<li><a href="#"><img src="images/icons/glasses.jpg" alt="image" style="margin-bottom: 95px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/2010-successor-trustee.pps" class="attorney_link">Successor Trustee Training<img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/2010-successor-trustee.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<p style="text-align: justify;"><br />While the selection of a successor trustee for any trust is a challenging task, it is, alas, only the beginning.&nbsp; The assumption of the role of successor trustee involves attention to myriad and time-sensitive duties, deadlines, responsibilities, and decisions.&nbsp; This popular seminar will give your successor trustee with an understanding of the obligations placed upon them in the administration of your trust, and it provides you with an excellent opportunity to share your expectations and advice.</p>
</li>
</ul>
<ul>
<li><a href="#"><img src="images/icons/pen.jpg" alt="image" style="margin-bottom: 150px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a target="_blank" href="from_rack/Powerpoint/2010-IRA-db.pps" class="attorney_link">Drafting Beneficiary Designations<img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="ppt-text" src="images/stories/ppt-text.jpg" height="15" width="75" /></a> <a target="_blank" href="pdfs/pdfpowerpoint/2010-IRA-db.pdf"><img style="border-width: 0px; border-style: none; float: right; margin-right: 0px;" alt="pdf-text" src="images/stories/pdf-text.jpg" height="15" width="36" /></a></h4>
<p style="text-align: justify;"><br />The process of establishing and funding a living trust as the centerpiece of your estate plan requires a commitment of time and energy that is, in our view, well worth the effort.&nbsp; Having taken great care to plan for the protection and transfer of your resources upon incapacity or death, you have also set the stage to minimize the delays and costs of probate administration, unnecessary taxes, and disputes among your beneficiaries.&nbsp; In our experience, however, maximum benefits are only achieved when assets are titled properly in the trust.&nbsp; This is a practical presentation, designed to provide answers to FAQs on the fine points of trust ownership of various types of assets, along with advice on beneficiary designations and tax traps for the unwary.</p>
</li>
</ul>
</li>
</ul>
</li>
</ul>
</li>
</ul>