(970) 241-2212      

Presented by HopeWest

IN COOPERATION WITH
Colorado West Estate Planning Council

Friday, October 5

Colorado Mesa University

8:00 a.m. – 5:00 p.m.

This day of learning highlights the most recent developments and planning opportunities for professionals.

This seminar addresses technical and ethical topics and is designed to be valuable to any member of a professional advisory team, and nonprofit gift officers.

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Schedule

8:00 – 8:25 am Breakfast

8:25 – 8:30 am Welcome and Introductions
Kim Last

All Group Session
8:30 – 9:45
       

Embarking on Values-Based Charitable Estate Planning
Lorraine del Prado and Charlie Slamar

This interactive session will demonstrate how an estate plan can support: family core values; essential opportunities to launch heirs into productive lives; create flourishing, responsible and resilient heirs; family harmony and cross generational support; a strong and vibrant community; how families can make positive and enduring impact on the lives of others.

9:45 – 9:55 Break

9:55 – 10:45

Gifts in Wills, Trusts, Beneficiary Designations
Scott Claeys and Charlie Slamar

This session will cover how to make charitable gifts in wills, living trusts, retirement plans and other beneficiary designation accounts, and gifts of life insurance.

10:45 – 11:45

Integrating Charitable and Family Legacies
Lorraine del Prado

This session will cover the benefits of charitable planning; philanthropy and training the next generation; simple ways to integrate charitable and family legacies in bequests; real-life case studies using multiple charitable strategies.

11:45 – 1:00 LUNCH with HopeWest Planned Giving Council

All Group Session
1:00 – 2:00

Ethics Panel Discussion: Combating Financial Abuse of Senior Donors
Charlie Slamar, Moderator (Attorney – Gregg Kampf; Non-Profit – Lorraine del Prado; Trust Officer – Debbie Vavak)

This panel discussion will present several relevant case studies and cover the following topics: How to spot signs of declining mental capacity and manifestations of financial abuse; profiles of perpetrators and how they typically operate; value of donor’s proactive planning before diminished capacity; tools and resources for preventing, reporting and combating financial abuse; practical tips and ways to help protect your donors and their charitable legacies.

2:00 – 2:10 BREAK

2:10 – 3:00 Breakout Session A

A1: 7 Ways Professional Advisors can more effectively engage in Philanthropy
Lorraine del Prado

Topics include how to engage clients in conversations about giving, how to help steward your clients’ charitable intentions, how to tell your personal story, how to share passion and expertise about causes you care about, how to incorporate values-based discovery and planning in your practice.

A2: Transferring Complex Business Assets
Charlie Slamar

Learn about how to transfer more complex business assets such as restricted stock, stock options, oil and gas interests, alternative investments, business interests, life interest in charitable gift annuity and charitable remainder trusts

3:10 – 4:00 Breakout Session B

B1:  Estate Planning Strategies for the Family Farm
Charlie Slamar

Learn the options careful charitable estate and succession planning can provide in meeting your client/donor goals. Case studies will be presented.

B2: Donor Advised Fund Panel Discussion
Scott Claeys, Moderator (Financial Advisor – Barbara Traylor Smith; CPA – Chris West; Western Colorado Community Foundation – Kristin Lynch)

Three local experts will explore the advantages of using donor advised funds. What are the most current tax advantages? What does it mean for the donor, their family, their legacy and their charities? How should the non-profit organization handle these gifts?

All Group Session

4:10 – 5:00

Hot Topic Issues in Estate Planning: New Tax Law Pass-Through & How to Structure a Family Business
Questions from the Audience
Lorraine del Prado and Charlie Slamar

An interactive dialogue about the new tax laws and their impact on the family business. Time to bring everything together with case studies and questions from throughout the day.Save

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Sponsors will be billed for their sponsorship amounts. Attendees that are included with sponsorships may be registered in the registrations section at no cost, along with additional attendees, which may be paid for in the billing section.

Scholarships are available. For more information about scholarships or sponsorships contact Joyce at (970) 255-7269 or email JLambert@HopeWestCO.org. Reduced fee scholarships are limited.

Thank You Sponsors


ANB Financial Services
Chadwick, Steinkirchner, 
Davis & Co., P.C.
Dalby, Wendland & Co., P.C.
Dufford, Waldeck, Milburn & Krohn, LLP
Hoskin, Farina & Kampf, P.C.
Oakley.Wanebo.Love.Mendenhall.Keller Wealth Management Group
of Wells Fargo Advisors


Colorado West Estate Planning Council
Eide Bailly
Elder & Phillips, P.C.
Kain & Burke, PC
Kimberley A. Last Financial Services, Inc.
Bryce Palo/Nugent & Palo
Travis H. Perry, P.C.
Retirement Outfitters, LLC
Stranger, Tallman & Lautz Accounting
US Bank Wealth Management
Western Colorado Community Foundation
Williams, Turner & Holmes, P.C.


SPECIAL THANKS TO THE
HOPEWEST PLANNED GIVING COUNCIL

 

Featured Speakers

Lorraine del Prado
CSPG, CFRE, FCEP
Del Prado Philanthropy Training and Consulting benefits from Lorraine del Prado’s seasoned experience and successful leadership in fund development, legacy planning, transformational philanthropy and professional advisor collaborations. Her practice offers a unique blend of services tailored to the specific needs of clients, including nonprofit organizations, charitable individuals and wealth advisory firms. Services are customized to every client, but they share a common goal: to amplify the philanthropic practices of individuals, families, organizations and wealth advisory firms and make them more inspired, joyful, effective and impactful.

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Charles Slamar, Jr. 
JD, LL.M.
Charlie Slamar is Vice President of Thompson & Associates. In addition to his consulting services with Thompson & Associates, Charlie is an attorney whose private practice includes advising individuals on tax, estate and charitable planning; charitable organizations on governance, gift planning and litigation; and corporate fiduciaries on tax exemption. Currently he is the Dean of The Charitable Estate Planning Institute and a faculty member of the AHP Institute for Healthcare Philanthropy.

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Continuing Education Credits

HopeWest is pleased to offer continuing education credits for busy professionals like you, who are taking part in our Estate Planning Seminar. Credits are being applied for now and we will post more information soon.

CLE (Continuing Legal Education): 8 general credits + 1 ethics credit

CFRE (Certified Fundraising Executive) s: 7.25 points

CTFA (Certified Trust and Financial Advisor): 8 credits
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. 11th Annual Charitable Estate Planning Seminar has been approved for 8 CTFA credits. This statement is not an endorsement of this program or its sponsor.

CFP (Certified Financial Planner)  9.50 hours

CPA/CPE (Certified Public Accountant CPE): 7 credits
HopeWest is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Learning Objectives & Policy CPE for Certified Public Accountants
Learn how to discuss values based charitable estate planning with your clients. This interactive session will demonstrate how an estate plan can support: family core values; essential opportunities to launch heirs into productive lives; create flourishing, responsible and resilient heirs; family harmony and cross generational support; a strong and vibrant community; how families can make positive and enduring impact on the lives of others.

Join Lorraine del Prado, CPGC, FCEP principal at del Prado consulting, Charlie Slaymar, JD, vice president of Thompson & Associates and dean of the Charitable Estate Planning Institute as they present case studies in an engaging and interactive sessions on Charitable Estate Planning and how it can serve your clients and make you a more trusted advisor.

Participants will gain:
A basic understanding of tax implications of charitable giving
Tools to assist in bringing up values-based and charitable discussions with your clients
A basic awareness of opportunities to better serve clients while meeting their goals and objectives

Attendance: In order to be awarded full credit hours, participants must be present and register their attendance on sign-in/sign-out sheets at registration and for each session.

Field of Study: Specialized Knowledge
Prerequisites: None

Who should attend: Professional advisors who work with families and businesses, especially with a focus on estate and succession planning

Advance Preparation: None
Program Level: Basic
Delivery Method: Group Live

REGISTER for this program at: https://www.hopewestco.org/charitable-estate-planning-seminar/  or visit www.HopeWestCO.org, click on Education, and scroll to 11th Annual Charitable Estate Planning Seminar.

For Information regarding refund and cancellation policies, or concerns about the program:  Please contact Debbie Horwitz at dhorwitz@hopewestco.org or call 970-257-2365.