<h2 class="headPresentation" style="margin-top: 0px;">Estate Steward Program Presentations</h2>
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<h2 class="headPresentation" style="margin-top: 0px;">Past Presentations</h2>
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<li><a href="estate-steward-program/upcoming-events/103"><img src="images/icons/inc.jpg" alt="image" style="margin-bottom: 145px; 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/upcoming-events/103"><br />Click here to Enroll</a></p>
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<li><a href="estate-steward-program/upcoming-events/103"><img src="images/icons/building.jpg" alt="image" style="margin-bottom: 145px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a href="estate-steward-program/upcoming-events/103" class="attorney_link">Duties and Responsibilites of a Fiduciary</a></h4>
<p style="text-align: justify;"><br /><span style="color: #123c68;"><em>Thursday, August 16, 2012</em></span><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.</p>
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<li><a href="estate-steward-program/upcoming-events/103"><img src="images/icons/gavel.jpg" alt="image" style="margin-bottom: 145px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a href="estate-steward-program/upcoming-events/103" class="attorney_link">Estate Planning for IRA's, 401k's and other Retirment Accounts</a></h4>
<p style="text-align: justify;"><br /><span style="color: #123c68;"><em>Thursday, June 14, 2012</em></span><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.&nbsp;</p>
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<li><a href="estate-steward-program/upcoming-events/103"><img src="images/icons/glasses.jpg" alt="image" style="margin-bottom: 130px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a href="estate-steward-program/upcoming-events/103" class="attorney_link">Business Succession Planning</a></h4>
<p style="text-align: justify;"><br /><span style="color: #123c68;"><em>Thursday, April 19, 2012</em></span><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 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>
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<li><a href="estate-steward-program/upcoming-events/103"><img src="images/icons/book.jpg" alt="image" style="margin-bottom: 255px; margin-top: 5px;" height="40" width="40" /></a>
<h4><a href="estate-steward-program/upcoming-events/103" class="attorney_link">Top 10 Things you should know about aging and emerging elder care technology</a></h4>
<p style="text-align: justify;"><strong>Featuring Guest Speaker: Mark Broughton - Regional Director of SeniorCorp</strong><br /><br /><span style="color: #123c68;"><em>Thursday, February 23, 2012</em></span><br />This presentation focuses on the "Top-10" things you need to know about aging, and about your aging parents.&nbsp; The program content is relevant to both the elderly generation and their adult "baby boomer" children.&nbsp; Subjects covered during the presentation will include the importance of estate planning documents, home safety, Medicare and Medicaid, Veteran's benefits, in-home help, long-term care options, how to pay for care, managing medications, and more. <br /><br />We will also explore emerging technologies available to seniors, their families and caregivers.&nbsp; The presenetation will arm attendees with practical web-based resources to facilitate accurate communication and action with their senior family members and the organizations which care for them.</p>
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