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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. CPA 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!
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 the state legislature to support aging Oregonians. Victoria graduated from Washington State University with a B.S. in Biology, then received her J.D. at Lewis and…Find out more »
Victoria Blachly and Jeff Cheyne will be presenting at the OSCPA Estate & Trust Conference. Their talk will cover digital assets in estates. Register with the OSCPA online for this event!Find out more »
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 Dad. This discussion will illustrate the practical lessons we can learn from the estates of Presidents, Princesses and Rock Stars. We’ll provide the audience with…Find out more »
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 say "I don't". Stephen E. Kantor is an accomplished business, estate, and trust attorney and educator with over 35 years of experience in the planning…Find out more »
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 combat abuses. What are your responsibilities to your clients to recognize and report potential abuse? What can fiduciaries, victims and their advocates do when elder…Find out more »
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.Find out more »
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.Find out more »
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 Planning Digital Assets (Facebook, Bitcoin & others) Legal Capacity/Dementia Guardians & Conservators Victoria Blachly is a fiduciary litigator. She is a trial attorney who represents…Find out more »
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.Find out more »