Rack & Olansen

Estate Steward Program Upcoming Presentations

• • 

    Estate Planning for IRA's, 401k's and other Retirment Accounts

    
    Thursday, June 14th, 2012
    While the selection of a successor trustee for any trust is a challenging task, it is, alas, only the beginning. The assumption of the role of successor trustee involves attention to myriad and time-sensitive duties, deadlines, responsibilities, and decisions. This popular seminar will give your successor trustee with an understanding of the obligations placed upon them in the administration of your trust, and it provides you with an excellent opportunity to share your expectations and advice.
    Click here to Enroll

  • 

    Duties and Responsibilites of a Fiduciary

    
    Thursday, August 16, 2012
    Many people appoint family members to serve as their fiduciaries, which most often include attorneys-in-fact, trustees, executors and health care agents, and many of those appointed relatives willingly accept such duties without understanding exactly what responsibilities are tied to each fiduciary position. This ESP presentation will highlight the important duties and responsibilities with which fiduciaries are charged, including compliance with trust terms, disclosure and impartiality to beneficiaries, and safe guarding the trust against loss, dissipation and diminution.
    Click here to Enroll

  • 

    Asset Protection

    
    Thursday, October 18, 2012
    The lifetime protection of personal assets, such as homes and retirement plans, is a key concern of many clients. Effective asset protection requires the timely implementation of the proper legal technique and the well-informed operation of such strategy – and does not involve hiding assets, committing fraud or perjury, or engaging in fraudulent transactions. This ESP presentation will highlight available statutory exemptions, traditional planning techniques and advanced estate planning instruments as a means by which to legitimately protect assets from future potential creditors.
    Click here to Enroll

  • 

    Estate Planning Workshop

    
    Thursday, December 13, 2012
    This ESP Workshop will demonstrate various common problems arising from outdated, improper or non-existent estate plans through an examination of real cases. These case studies will cover topics including dying intestate, failure to update fiduciary appointments, will contests, and claims of potential beneficiaries.
    Click here to Enroll

  • ******************************************************************************************************

  Past Presentations

  • 

    Business Succession Planning

    
    Thursday, April 19, 2012
    This presentation focuses on the important of estate planning in closely-held or family-owned businesses. The process of business succession planning requires a commitment of energy and resources, all of which must be guided by an organized strategy over some length of time. We will explore solutions and strategies available to business owners, as well as new choices for business entities, traditional and sophisticated estate planning tools, and financial options for the family.

  • 

    Top 10 Things you should know about aging and emerging elder care technology

    Featuring Guest Speaker: Mark Broughton - Regional Director of SeniorCorp
    
    Thursday, February 23, 2012
    This presentation focuses on the "Top-10" things you need to know about aging, and about your aging parents.  The program content is relevant to both the elderly generation and their adult "baby boomer" children.  Subjects covered during the presentation will include the importance of estate planning documents, home safety, Medicare and Medicaid, Veteran's benefits, in-home help, long-term care options, how to pay for care, managing medications, and more.
    
    We will also explore emerging technologies available to seniors, their families and caregivers.  The presenetation will arm attendees with practical web-based resources to facilitate accurate communication and action with their senior family members and the organizations which care for them.