Retirement Benefits: Attorney Anastasia Yu Meisner Featured in OSB Elder Law Newsletter

Samuels Yoelin Kantor LLP attorney Anastasia Yu Meisner was recently featured in the Oregon State Bar Elder Law Newsletter. Her piece, SSA Retirement Benefits for Spouses, Domestic Partners, and Divorced Spouses”, was included in the publication.

“When a worker qualifies to receive Social Security retirement benefits, derivative benefits based on the worker’s record may also be available to spouses, certain domestic partners, and ex-spouses. Social Security retirement benefits are available to workers who work at least 40 quarters, and earn a required amount for each quarter of coverage (QC). In 2019 the QC was $1,360. The QC automatically changes each year. In 1978 the QC was $250.

A spouse may receive up to half of the worker’s full retirement age benefit. With respect to this derivative benefit, it does not matter if the worker actually receives retirement benefits that are less than the worker’s full retirement-age amount. And the spouse’s receipt of half of the worker’s retirement benefit does not reduce the amount the worker receives. If a spouse can receive a higher amount from his or her own record, then the spouse will receive that benefit.”

To read the full article, please see the April addition of the Oregon Elder Law Newsletter.

Anastasia (Stacie) Yu Meisner is a member of the SYK Estate Planners practice. Her practice focuses on estate planning, mediation, probate, trust and estate administration. In addition, she also works with guardianships and conservatorships, as well as business transactions and formation. Meisner’s extensive experience in mediation has made her a sought after source of knowledge. She received both her undergraduate and law degree from Willamette University.

Attorneys Blachly & Pasieczny Present on Combating Financial Elder Abuse

Recent Tools to Combat Financial Elder Abuse”: a closer look at mandatory and permissive conduct for Oregon securities professionals.

Today, over 46 million Americans are 65 years of age or older. This accounts for nearly 15{45ef85514356201a9665f05d22c09675e96dde607afc20c57d108fe109b047b6} of the population. According to the Population Reference Bureau, that number is projected to more than double by the year 2060. It will reach an estimated 98 million and 24{45ef85514356201a9665f05d22c09675e96dde607afc20c57d108fe109b047b6} of the U.S. population. Approximately 1 out of every 10 Americans, age 60 and older have experienced some form of elder abuse. Estimates of financial elder abuse and fraud costs range from $2.9 billion to $36.5 billion annually

On Thursday, February 21st, SYK attorneys Victoria Blachly and Darlene Pasieczny will speak to the Oregon State Bar Securities Regulation Section about financial elder abuse in the securities industry. Their program “Recent Tools to Combat Financial Elder Abuse: Mandatory and Permissive Conduct Under FINRA Rules and Oregon Law for Securities Professionals,” will take a closer look at Oregon statues and FINRA rules regarding mandatory and permissive conduct for brokers and investment advisers when there is reasonable suspicion of financial abuse.

Meet the experts – Victoria Blachly and Darlene Pasieczny

Victoria Blachly is a fiduciary litigator, licensed in Oregon and Washington. She represents individual trustees, corporate trustees, beneficiaries, and personal representatives in often difficult and challenging cases including:

  • Trust and estate litigation
  • Will contests
  • Trust disputes
  • Undue influence
  • Capacity cases
  • Claims of fiduciary breach
  • Financial elder abuse cases
  • Petitioning for court instructions
  • Contested guardianship and conservatorship cases.

Darlene Pasieczny is a fiduciary and securities litigator. She represents clients both in Oregon and Washington, with matters regarding trust and estate disputes, financial elder abuse cases, securities litigation, and represents investors nationwide in FINRA arbitration. Her article, New Tools Help Financial Professionals Prevent Elder Abuse, was featured in the January 2019, Oregon State Bar Elder Law Newsletter.

Report abuse

If you suspect someone is being abused, neglected, or financially exploited, please reach out to the Oregon Department of Human Services. Also, you may consider hiring a private attorney to help employ legal tools to prevent harm, or recover financial losses.

Articles by SYK Attorneys Nelson and Pasieczny featured in the OSB Elder Law Newsletter

Protective Proceedings and New Tools Help Financial Professionals: two SYK attorneys contribute to the OSB Elder Law Newsletter.

The January 2019, Volume 22 issue of the OSB Elder Law Newsletter featured articles by two of SYK’s outstanding attorneys. Laura Nelson, whose practice includes estate planning, trust administration, and guardianship and conservatorship cases was featured on the first page of the newsletter. Her article, co-authored by Rachel Brooks, Protective Proceedings: A Sister (State) Act, examines the differences between the way in which Oregon and Washington handle cases involving protected persons.

SYK attorney Darlene Pasieczny’s article, New Tools Help Financial Professionals Prevent Elder Abuse, examines mandatory and permissive conduct for Oregon securities professionals when there is reasonable suspicion of financial abuse. Pasieczny is a fiduciary and securities litigator. She represents clients in both Oregon and Washington in trust and estate disputes, elder financial abuse, securities litigation, and investors nationwide in FINRA arbitration.

To read both of these articles, please see the January publication of the Oregon State Bar Elder Law Newsletter.

SYK Attorney Darlene Pasieczny to Moderate “Hybrid Advisers” Panel

Hybrid Advisers: Regulation and Claims Regarding Dual‐Registered Brokers and RIAs

Moderator, Darlene Pasieczny, Samuels Yoelin Kantor LLP; Speakers Jeffery Schaff, Ardor Fiduciary Services, Ltd., and James Wrona, VP and Associate General Counsel, FINRA.  This panel will explore issues in regulation and customer dispute resolution when a culpable financial adviser “wears two hats” as both a FINRA‐licensed broker and SEC‐licensed registered investment adviser. When is the brokerage firm responsible for conduct by its dual‐registered associated person? How do FINRA and the SEC parse enforcement issues for these hybrid advisers? The panel will discuss trends in customer arbitration cases, recent case law decisions, compliance and enforcement.

Tuesday, October 9, 2018

Securities Law Seminar at the 27th PIABA Annual Meeting

Bonita Springs, Florida

Find registration information here.

Darlene Pasieczny’s practice at Samuels Yoelin Kantor LLP focuses on all stages of corporate and securities law issues, securities litigation and FINRA arbitration, as well as fiduciary litigation in trust and estate disputes, and elder financial abuse.

SYK Authors – Administering Trusts in Oregon

The 2018 edition of Administering Trusts in Oregon is set to be released this month, and many of the authors are familiar. Of the prestigious group of contributors for this new edition, Samuels Yoelin Kantor was well represented. Attorneys Eric Wieland, Walker Clark, Caitlin Wong, and Valerie Sasaki were all contributing authors, and both Stephen Kantor and Jeffrey Cheyne, prior to his passing, were editors for this edition.

The new version of Administering Trusts in Oregon is a guide for lawyers in the areas of estate planning, elder law, family law, and general practice. This is the first update since the last edition was released in 2012.

Additionally, Michael Walker has also recently been exercising his writing and business skills. The new additions to Advising Oregon Businesses were published earlier this year. Michael authored the Partnerships chapter for the publication. The newly released volumes provide attorneys tools to better assist their business clients when choosing and organizing business entities. Both volumes 1 and 2 have been completely revised.

Administering Trusts in Oregon is now available for pre-order from the Oregon State Bar.

Letter to the Editor: BOLD Action for Alzheimer’s

SYK attorney, and commissioner on senior services, Victoria Blachly is an outspoken advocate for the Oregon Alzheimer’s Association, and the people whose lives have been touched by Alzheimer’s.

Today Victoria’s letter to the editor was published, with a call to action for Congress to protect those effected by Alzheimer’s.

“Today, there are more than 5 million Americans living with Alzheimer’s and more than 15 million serving as unpaid caregivers. Too often Alzheimer’s is treated as an aging issue, ignoring the public health consequences of a disease that someone in the United States develops every 66 seconds… Alzheimer’s is the most expensive disease in America at an estimated cost of $259 billion annually. And with Medicare and Medicaid covering two-thirds of its annual costs, Alzheimer’s demands more attention from our government.”

Victoria raises her voice for those suffering from Alzheimer’s. She is asking Congress to pass the Building Our Largest Dementia (BOLD) Infrastructure for Alzheimer’s Act. And she is asking for Sens. Ron Wyden and Jeff Merkley and Rep. Greg Walden to fight for the millions of Americans affected by Alzheimer’s.

To learn more about BOLD and about the effect Alzheimer’s has on millions of Americans, visit www.alz.org.

Victoria Blachly is a partner at SYK, and an experienced fiduciary litigator that works with many elderly clients, cases or causes, she is also a proud Board Member for the Oregon Alzheimer’s Association Chapter.

 

Pasieczny Elected to PIABA Board of Directors & Recognized for Outstanding Service

SYK Attorney Darlene Pasieczny receives Outstanding Service Award and is elected to PIABA Board of Directors.

Congratulations to SYK litigator Darlene Pasieczny. Darlene was recently awarded an Outstanding Service Award from the Public Investors Arbitration Bar Association (PIABA) for 2017, as co-chair of the PIABA Self-Regulatory Organization (SRO) Committee. As well as the award, Darlene was also elected to the PIABA Board of Directors, a position she will serve for a three year term.

PIABA is an international bar association, whose members represent investors in disputes with the securities industry. The SRO Committee reviews rule proposals and regulatory notices issued by the Financial Industry Regulatory Authority (FINRA) and the SEC, and drafts comment letters that related to PIABA’s mission of promoting the interests of the public investor in securities arbitration. FINRA is the self-regulatory organization that regulates and licenses securities brokerage firms and individual brokers across the country. FINRA arbitration is the main forum in the securities industry for resolution of legal disputes between investors and these industry professionals.

Darlene is a sought-after speaker, moderator and panelist, and is praised for her unique ability to provide clear explanations about complex legal processes. Darlene’s practice at Samuels Yoelin Kantor focuses on all stages of corporate and securities law issues, securities litigation and FINRA arbitration, fiduciary litigation in trust and estate disputes, and complex civil litigation. Darlene’s practice also includes representing investors nationwide in investment disputes.

For more information on the types of securities disputes that Darlene and the SYK securities litigation team work on, visit www.investordefenders.com.

Play it Forward for Houston!

Play it Forward received a call for help from Kelly Wells, former Portlander and current Houston resident, when Kingwood High was flooded by Hurricane Harvey and their music program was completely destroyed.
Join us as we answer the call to replace their instruments, raise money and…
Play it Forward for Houston!

Tuesday, November 21, 2017 | 7:30 pm
The Old Church |1422 SW 11th Avenue, Portland, OR 97201
Purchase Tickets Now!

SYK attorney Stephen Kantor recently accepted a position on the Board of Play it Forward, a local organization that provides musical instruments to students who otherwise would not have access. SYK attorney Victoria Blachly, another advocate for the organization, serves as an Advisory Board Member. Stephen and Victoria, along with the rest of SYK, encourage you to purchase a ticket and join Play it Forward for a memorable evening of great music and community spirit.

Portland stars at the event will include:
Michael Allen Harrison,
Tom Grant, Julianne Johnson,
Mac & Hailey Potts, Renato Coranto,
Haley Johnson, Andrew Woodworth, Brian Harrison,
The Brown Sisters, John Nilsen, Bill Lamb and
Play It Forward Kids

2017 Chambers High Net Worth Again Recognizes SYK & Two of Our Partners

Stephen Kantor and Victoria Blachly

Friday, Chambers and Partners released their annual rankings for their Chambers High Net Worth publication. Chambers HNW is objective, independent and research-based; the guide recognizes the world’s leading high net worth advisers.

SYK is proud to again be recognized as a firm, as well as to celebrate the individual recognition received by SYK partners Steve Kantor – estate and tax planner extraordinaire – and Victoria Blachly – ferocious fiduciary litigator.

Cheers!