OCF and Victoria Blachly Presenting: Estate Planning and Elder Law Matters

University Club 1221 SW Sixth Ave., Portland, OR, United States

Aging with dignity and grace is a goal that resonates with everyone, yet our elder population is vulnerable. This seminar provides important information about general elder law issues: wills, trusts, guardianship and capacity issues, as well as Oregon laws regarding elder abuse, signs and types of abuse, resources, and an update on efforts underway by ... Read more

SYK and US Bank Present: Famous People & Their Infamous Wills

Samuels Yoelin Kantor LLP Offices 111 SW 5th Avenue Suite 3800, Portland

Presented by Michael Walker and Rebecca Bibleheimer Few of us will ever make millions on our acting chops or music skills, but our estates may run into the same issues as those of the rich and famous: imperfectly executed or updated documents, substance abuse problems, fighting relatives, and charges of improper influence over Mom or ... Read more

SYK Seminar Series: Prenuptial Agreements – How To Protect Your Family & Family Business

Samuels Yoelin Kantor LLP Offices 111 SW 5th Avenue Suite 3800, Portland

Presented by Stephen Kantor, Chris Costantino, and Emily Clark. Join SYK in a discussion about prenuptial agreements, and their importance in managing family wealth. This presentation provides a mix of perspectives about estate planning, divorce, and family law. Explore all the facets of a prenup - from before you say "I do", and until you ... Read more

SYK Seminar Series: Latest Developments In Financial Elder Abuse

Samuels Yoelin Kantor LLP Offices 111 SW 5th Avenue Suite 3800, Portland

Presented by Victoria Blachly and Bob Banks Losses due to financial elder abuse are estimated to be in the billions of dollars. Regulatory authorities are making changes to address the ever growing crisis. Learn why elder financial abuse is so prevalent today, and what the Financial Industry Regulatory Authority (FINRA) and others are doing to ... Read more

SYK Seminar Series: Spring Cleaning, Part 1

Samuels Yoelin Kantor LLP Offices 111 SW 5th Avenue Suite 3800, Portland

March is almost upon us. That means Spring is coming. And so is Spring cleaning. It’s time for your clients to dust off their estate plans.

Join attorneys Eric Wieland and Anastasia Yu Meisner for an overview and discussion about the importance of having clients review their estate plans. Their “Estate Plan Checklist” will cover topics such as:

- Does your client understand their estate plan?
- Do your client’s supporting documents (Advanced Directives, Powers of Attorney, etc.) meet their needs?
- Are the nominated fiduciaries (Personal Representative, Guardian, Conservator, Trustee, Agent) still appropriate?
- Are the Beneficiary Designations up to date and complete?

This is part one of a two part series regarding estate planning. This first discussion centers around the "today". The second will focus on the future.

SYK Seminar Series: Spring Cleaning, Part 2

Samuels Yoelin Kantor LLP Offices 111 SW 5th Avenue Suite 3800, Portland

Spring has sprung. Estate plans have been dusted and reviewed. Now it’s time to start thinking about the future. Join attorneys Eric Wieland and Anastasia Yu Meisner for a deeper discussion on planning for predictable life changes. The final part in their Spring Cleaning series will focus on the next 3-5 years.

SYK Seminar Series: Legal Tips to Living a Richer Life

Samuels Yoelin Kantor LLP Offices 111 SW 5th Avenue Suite 3800, Portland

          Presented by Victoria Blachly & Chris Costantino Join attorneys Victoria Blachly and Chris Costantino for a lively conversation about the legal tips you should know to help you or your clients protect assets and preserve a legacy. The discussion will touch topics such as: Premarital & Postnuptial Agreements Divorce Estate ... Read more

SYK Seminar Series: Protecting Seniors with New Oregon Laws

Samuels Yoelin Kantor LLP Offices 111 SW 5th Avenue Suite 3800, Portland

The Oregon Legislature passed Senate Bill 95 and House Bill 2622 to amend and create new law regarding reporting by certain securities professionals of suspected financial exploitation by others. For securities professionals, certain financial institutions and trust companies, the new bills allow discretionary temporary holds on disbursements and certain other account activity. FINRA Rules 2165 and 4512 create complementary requirements and discretionary holds for FINRA-registered brokers.

Fiduciary litigator Victoria Blachly and securities litigator/FINRA arbitrator Darlene Pasieczny explain how these new laws and rules seek to empower financial professionals to help their clients. Victoria and Darlene also will address capacity, red flags of potential financial abuse, and the reporting process for suspected exploitation.

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