Samuels Yoelin Kantor Seminar Series

COMPLIMENTARY SEMINAR SERIES

Samuels Yoelin Kantor LLP’s seminar series helps keep our clients and colleagues informed on recent developments and industry best practices. The seminars typically take place in our beautiful, state-of-the-art conference room on the 38th floor of the US Bancorp Tower. Seminars are complimentary. Participants qualify for (1) Continuing Professional Education (CPE) credit. To register, please use the links below or call us at 503-226-2966. Seating is limited, so be sure to contact us soon!


LITIGATING CONTESTED GUARDIANSHIPS

Thursday, March 21, 2013
7:30 – 9:00 A.M.
at Samuels Yoelin Kantor LLP offices
Light refreshments will be served

Presented by Victoria Blachly and Denise Gorrell

Guardianships are designed to protect those that cannot protect themselves. Two of our experienced fiduciary litigators, Victoria Blachly and Denise Gorrell, will discuss how trial attorneys balance the need to protect legal and civil rights with the need to protect impaired persons from harm. If you work with elderly clients or have aging family members, then this seminar will provide valuable information about evaluating potential guardianships, and how a fiduciary litigator prepares for a contested guardianship hearing. Learn about ideas for practical resolutions and the complexities that can develop when mental health and family conflict clash in the courtroom.
 

Victoria Blachly’s litigation experience focuses on fiduciary litigation for individual trustees, corporate trustees, beneficiaries, and personal representatives, 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, and contested guardianship and conservatorship cases. Denise Gorrell focuses on real property and commercial law, as well fiduciary litigation. She frequently represents clients on real estate disputes, business dissolution, and trust contests.

To register for this seminar, contact events@samuelslaw.com or call us at 503-226-2966.

Samuels Yoelin Kantor Seminar Series

COMPLIMENTARY SEMINAR SERIES

Samuels Yoelin Kantor LLP’s seminar series helps keep our clients and colleagues informed on recent developments and industry best practices. The seminars typically take place in our beautiful, state-of-the-art conference room on the 38th floor of the US Bancorp Tower. Seminars are complimentary. Participants qualify for (1) Continuing Professional Education (CPE) credit. To register, please use the links below or call us at 503-226-2966. Seating is limited, so be sure to contact us soon!


PLANNING FOR TAX LAW CHANGES FOR 2013 AND BEYOND

Thursday, March 7, 2013
7:30 – 9:00 A.M.
at Samuels Yoelin Kantor LLP offices
Light refreshments will be served


Presented by Glen Goland and Valerie Sasaki

Congress changed estate and income tax calculations dramatically when they passed the American Taxpayer Relief Act on December 33, 2012. The new legislation has given us some stability, as the new rates and tables are about as permanent as things get when dealing with our Congress. We will talk about these changes and discuss the impact the new tax structure has on the families and businesses that we advise.

Glen Goland utilizes his years of experience in the financial and legal sectors to create estate plans that work for his clients and efficiently administer trusts and estates. Valerie Sasaki specializes in jurisdictional tax consulting, working closely with Fortune 50 companies involved in audits before the Oregon or Washington Departments of Revenue.

To register for this seminar, contact events@samuelslaw.com or call us at 503-226-2966.


LITIGATING CONTESTED GUARDIANSHIPS

Thursday, March 21, 2013
7:30 – 9:00 A.M.
at Samuels Yoelin Kantor LLP offices
Light refreshments will be served

 

Presented by Victoria Blachly and Denise Gorrell

Guardianships are designed to protect those that cannot protect themselves. Two of our experienced fiduciary litigators, Victoria Blachly and Denise Gorrell, will discuss how trial attorneys balance the need to protect legal and civil rights with the need to protect impaired persons from harm. If you work with elderly clients or have aging family members, then this seminar will provide valuable information about evaluating potential guardianships, and how a fiduciary litigator prepares for a contested guardianship hearing. Learn about ideas for practical resolutions and the complexities that can develop when mental health and family conflict clash in the courtroom.
 

Victoria Blachly’s litigation experience focuses on fiduciary litigation for individual trustees, corporate trustees, beneficiaries, and personal representatives, 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, and contested guardianship and conservatorship cases. Denise Gorrell focuses on real property and commercial law, as well fiduciary litigation. She frequently represents clients on real estate disputes, business dissolution, and trust contests.

To register for this seminar, contact events@samuelslaw.com or call us at 503-226-2966.

GAO Reports on Guardian Abuse

The United States Government Accountability Office ("GAO") released its 58-page Report to the Chairman, Special Committee on Aging, U.S. Senate:  "Guardianships, Cases of Financial Exploitation, Neglect, and Abuse of Seniors."  (pdf) 

Although the "GAO could not determine whether allegations of financial or physical abuse by guardians are widespread," the report reveals horrific stories of abuse and three common themes:

1.  Abuse may occur when there is a failure by the court to adequately screen potential guardians, such as a failure to identify the proposed guardian’s prior criminal convictions or signficiant financial problems;

2.  Abuse may occur when there is a failure by the court to oversee guardians; and

3.  Abuse may occur when there is ineffective or failed communcation between the courts and federal or state agencies. 

With the U.S. Census reporting that the number of Americans aged 65 and older increasing by 60% by the year 2025, this is an important matter for the financial and physical well-being of our aging population. 

Protect yourself, your family, and your loved ones with preventative estate planning to incorporate Powers of Attorneys, Trusts, Wills, or other legal documents particularly suited to your needs.

And certainly, if you suspect abuse, speak up.  Contact information to report suspected abuse in Oregon was previously posted on this blog.