Facebook page link LinkedIn Page link

Past Meeting Topics


Past speakers over the last 12 months have included:


Asset Protection Fundamentals presented by Karen L. Brady, Esq., Law Offices of Karen Brady, P.C. Ms. Brady discussed what asset protection is, and what it is not. Entities, Trusts, and other asset protection techniques were covered, as well as other smart strategies for clients interested in protecting their assets. Ms. Brady busted some asset protection myths and discuss the timing of utilizing asset protection strategies.


2017 Tax Update presented by Cathie Asmus, CPA, EA, Coet2 PC CPA's. Ms. Asmus provided an overview of 2017 income tax changes, specifically regulatory, judicial, and legislative changes, as well as a brief overview of the 2018 income tax changes.


Mike Shea, Esq., Law Offices of Michael L. Shea, LLC, presented Benefits Available to Elderly Veterans and Families

Mike is a retired military officer and an attorney accredited to practice before the Veterans Administration and the Court of Appeals for Veterans Claims. Mike discussed the benefits available to elderly veterans and to their families through the U.S. Department of Veterans Affairs and the rules governing the requirements for qualification.


Julie M. Karavas, J.D., LLM-Tax preseneted Succession Planning for Farmers and Ranchers Estate planning for farmers and ranchers requires specialized knowledge in legal and business matters. In addition to general estate planning, it is necessary to consider succession planning of the ag operation to preserve the farm or ranch and other assets the clients have worked their entire lives to acquire and build. Succession planning requires consideration of legal and financial issues, along with family dynamics. In addition to being knowledgeable as to the appropriate estate planning documents, it is necessary to understand estate and income taxes, entity structures, real estate issues, and the use of contracts and leases, and various agricultural issues. The goal is to reconcile personal and business planning to ensure the family farm or ranch will transfer and evolve as the client intends.


Liz Tredennick, Medicare Specialist, and Rose Mary Zapor, Esq., presented Understanding the Basics of Medicare and Long Term Care Medicaid.There are 10,000 people a day in the United States turning 65, the age of Medicare enrollment. Medicare and Medicaid are confusing and complex subjects. They discussed the basics of Medicare and the products that help fill the gaps in coverage, so that you can make the most of your Medicare and discussed the Medicaid programs available, planning for Medicaid, and the eligibility and enrollment rules.


C. Jean Stewart, Esq., Jean Stewart LLC, presented Recognizing and Representing Clients Whose Capacity is Diminishing. Jean Stewart was the Presiding Judge of the Denver Probate Court for 16 years, and now provides private alternative dispute resolution services. Ms. Stewart will explore the ways in which advisors can recognize signs of diminishing capacity in their existing and new clients, and will discuss the ethical rules governing the representation of clients with diminishing capacity as well as the ways that advisors may need to protect clients who have become vulnerable to exploitation and abuse.


Sybil Praski of The Williams Group, and Erica Johnson, Esq., a Partner at Ambler Keenan Mitchell Johnson, gave a presentation on preparing heirs. They will be discussing what is considered a successful transfer, why most fail, and what you as a professional can do about it. "The greatest wealth transfer in our lifetime is underway, are you, your clients, and more importantly their heirs prepared?"


In April Kristin Pineiro, Esq. gave a presentation on business succession planning.