SEMINARS
Upcoming Seminars
FIND A SEMINAR IN YOUR AREA:
Estate Planning 101
Area: Denver, Colorado
Date: Saturday, March 13, 2010
Time: 10:00 AM - 11:30 AM
Location: Schlessman Family YMCA
Address:
3901 Easy Yale Ave.
Denver, CO 80210
**Seminar will be held in building facing Colorado Blvd.**
Description
You may have taken the first steps to do your estate planning, but, for whatever reason, you weren’t able to complete the process. This discussion, lead by Philip V. Keenan, is designed to educate you on the importance of estate planning and bring you up to date on what you can do to protect your family in the event of your death or incapacity. Proper planning will ensure that your legacy—both your wealth and your stories, values, faith, and wisdom—is safely transferred to your loved ones. Sign up for this free educational seminar to learn more.
Private Pay to Medicaid
Area: Northglenn, Colorado
Date: Thursday, March 18, 2010
Time: 06:00 PM - 07:30 PM
Location: Crossroads
Address: 451 Malley Drive
Northglenn, CO 80233
Description
A discussion of how to transition from private pay in assisted living or skilled nursing to Medicaid, including income and asset requirements, gifting, penalty periods, the look-back period, and more.
Private Pay to Medicaid
Area: Denver, Colorado
Date: Wednesday, March 24, 2010
Time: 06:00 PM - 07:30 PM
Location: Day Spring Villa
Address:
3777 W. 26th Ave.
Denver, CO 80211
Description
A discussion of how to transition from private pay in assisted living or skilled nursing to Medicaid, including income and asset requirements, gifting, penalty periods, the look-back period, and more.
Medicaid Eligibility
Area: Denver, Colorado
Date: Thursday, March 25, 2010
Time: 11:00 AM - 12:30 PM
Location: Eastern Star Masonic Retirement Community
Address: 2445 S. Quebec Street
Denver, CO 80231
Description
An in-depth review of Medicaid Eligiblity. This seminar is designed both for professional care-givers as well as the public. This look at Medicaid planning will review common mistakes that families make that can prevent future Medicaid eligibility, as well as reviewing the rules for Medicaid Eligibility.
Using Medicaid to Pay for Nursing Home Expenses
Area: Denver, Colorado
Date: Saturday, April 10, 2010
Time: 10:00 AM - 11:30 AM
Location: Hampden Branch Library
Address: 9755 E. Girard Ave. @ S. Dayton St.
Denver, CO 80246
Description
When savings are exhausted, many families count on Medicaid to pay for nursing home expenses, but don’t realize they may have done something to become ineligible.
This presentation by Elizabeth D. Mitchell, J.D., will discuss the income and asset requirements for Medicaid qualification, as well as estate recovery, gifting, penalty periods, and the look back period.
Valuation for Estate Tax Purposes-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, April 13, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
Estate tax is based upon the value of the assets owned by the decedent. This presentation reviews which assets are includible, the correct was to value assets, and examines possible discounts available.
Elder Abuse-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, May 11, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
If you have concerns regarding your ability to identify and handle potentially abusive situations for your elderly clients, this course will assist you in identifying warning signs. Beth Mitchell will discuss physical and financial abuse of the elderly and lead a discussion to help you address these issues with your clients.
Buy-Sell Agreements-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, June 08, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
Erica Johnson will discuss the basics of buy-sell agreements. What does a buy-sell do? What contingencies does a buy-sell cover? What triggers the buy-sell? How is a business valued for the buy-sell? What are the different ways to fund a buy-sell?
Estate Planning for Non-Citizens-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, July 13, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
The presentation looks at estate planning and estate taxes for non-citizens residing in the United States. It will emphasize the difference in the rules when the surviving spouse is not a US citizen.
Making Medical Decisions-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, August 10, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
Beth Mitchell will discuss the Health Care Proxy Decision Makers Act, Powers of Attorney, Guardianships, Living Wills, and HIPAA Releases, and the difference between each of these methods for making medical decisions for someone else. She will also discuss incapacity and how it may impact your client.
Importance of Trust Reviews-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, September 14, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
As with any estate planning document, a revocable living trust needs to be reviewed and kept current. A good trust review will remind the client to consider changes in the client’s life, as well as changes to the law. Other issues to consider are whether the trust was funded correctly, and if new assets have been funded into the trust. Finally, a trust review can shed light on whether the trust utilizes the most up-to-date drafting techniques to make the trust more ‘user friendly’.
Federal Estate Tax Return-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, October 12, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
This presentation looks at IRS Form 706, We will look at the information requested, the questions asked by the IRS, and how the tax is calculated.
Basic Estate Planning-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, November 09, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
This general review of wills, beneficiary designations, probate, estate taxes, trusts, and powers of attorney is a good reminder for the experienced advisor and a great place to start for newer advisors. Beth Mitchell will discuss why it is important to establish a will and other estate planning documents and how Colorado law will impact your clients who have not done thier planning.
Making Gifts to Minors-Continuing Education Seminar
Area: Denver, Colorado
Date: Tuesday, December 14, 2010
Time: 12:00 PM - 01:00 PM
Location: Cherry Tower
Address: 950 South Cherry Street Conference Room, G-Floor, Denver, Colorado 80246
Description
Erica Johnson will discuss issues to be considered before making gifts to minors. She will also summarize various gifting techniques including gifts to UTMA/UGMA accounts, 2503(c) trusts, Crummey Trusts and 529 plans.
