Tuesday, September 17
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; encourages intellectual growth; addresses technical and ethical topics encountered in your advisory relationships; and is designed to be valuable to all members of a client’s professional advisory team.
For more information, please contact Joyce, JLambert@HopeWestCO.org.
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 will be posted as approvals are received.
CLE (Continuing Legal Education) – 7.0 General & 1.0 Ethics
CPE (CPA) – 7.0
CFP (Certified Financial Planner) – 7.0
CTFA (Certified Trust and Financial Advisor) – 7.0
CLU (Life Insurance) – 2.0
Participants must sign in to each session for full credit.
SEMINAR PROGRAM AND SCHEDULE
+ +2.0 22.0
Welcome, Debbie Vavak, Chair, Grand Junction Planned Giving Council
20 min break included
NOTE: Change in Hoyt’s AM Group Session 2nd & 3rd Topics & Objectives.
3.0 CE Credits: CPE, CFP, CLE
Lifetime Charitable Tax Planning with Retirement Assets, Christopher R. Hoyt
Estate Planning for Retirement Assets, Especially for Charitable Uses, Christopher R. Hoyt
10 min break included
2.0 CE Credits: CPE, CFP, CLE 2.0 general + 1.0 ethics
Second Hour: Practical Tips for Trustees Using the CUTC and Ethical Considerations for Attorneys Serving as Trustee. In this hour, special attention will be given to parts of the CUTC that are of particular interest to trustees administering trusts and the persons advising them. Discussion will include the ethical considerations for attorneys serving as trustee, including sample engagement letter language.
1.0 CE Credit: CPE, CLU, CFP
1.0 CE Credit: CPE, CLE, CFP
1.0 CE Credit: CPE, CLU, CFP
1.0 CE Credit: CPE, CLE, CFP
|4:25-4:40 pm||Group Wrap Up & Door Prize, Debbie Vavak, Chair, Grand Junction Planned Giving Council|
Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans.
Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.
Professor Hoyt is the Vice-Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a “Best Lawyer”. He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.
CONSTANCE TOMBLE EYSTER
Constance Tromble Eyster is a Member of Hutchinson Black and Cook, LLC in Boulder, Colorado. Her practice focuses on assisting clients with estate planning and estate and trust administration matters and is a frequent speaker and author on those topics. She is a Fellow of the American College of Trust and Estate Counsel and is an active member of the Colorado Bar Association Trust and Estate Section.
Connie is a Past Chair of the Trust and Estate Section and currently serves as Chair of the subcommittee reviewing Part 5 of the Uniform Trust Code. She has taught the Wills and Trust course at the University of Colorado School of Law as adjunct professor and enjoys the opportunity to continue as a guest lecturer for that course.
E Wholesaler, Pacific Life Insurance Company
Jordon Scott brings more than 14 years’ experience in the life insurance and financial services industries.
He specializes in helping financial professionals use creative strategies to help address their clients pressing concerns by utilizing life insurance. He can help to simplify ideas and present them in a style that is clear and compelling.
Jordon attended the University of Nebraska at Omaha, currently holds series 6 and 63 securities licenses, and is licensed in life and health lines of authority as well as the ASRI designation.
CRYSTAL J. MCDONOUGH, ESQ.
Crystal J. McDonough is the founder of McDonough Law, a corporate law firm with a business, energy, utilities, and natural resources practice serving clients throughout Colorado and Wyoming. She provides legal representation to companies of all sizes, and they rely on her to guide them through business cycle phases including formation, growth, and sales. Crystal’s comprehensive understanding of the commercial environment, in a variety of industries including renewable energy, utilities, oil and gas, real estate, and construction, have made her a trusted legal advisor for business owners.
Crystal received her Juris Doctor, at the University of Wyoming College of Law; her Master of Arts in Energy, Environment and Natural Resources, at the University of Wyoming, Haub School of Environment and Natural Resources; a Bachelor of Arts in English Literature, at the University of Northern Colorado and an Associate of Arts in Piano Performance, at Cottey College.
LINDSAY CIGLER, JD
Senior Analyst, Advanced Designs Unit, Pacific Life Insurance Company
Lindsay Cigler is a Senior Analyst for Pacific Life’s Advanced Designs Unit, a highly recognized team of advanced market experts, comprised of five attorneys who specialize in advanced planning concepts that involve the sale of life insurance. She serves as a resource for life insurance producers and financial professionals in answering questions and assisting with the structuring of advanced planning concepts involving life insurance. Lindsay also conducts research and creates marketing materials on advanced planning strategies, as well as prepares presentations ad speaks on advanced planning topics, including estate and business planning.
Prior to joining Pacific Life, Lindsay was an associate attorney at a law firm in Newport Beach, California, focusing on advanced estate planning for high net worth individuals.
Lindsay graduated from Pepperdine University’s Seaver College with an undergraduate degree in Public Relations and a concentration in Psychology. During her undergraduate studies, Lindsay spent a summer taking classes in Washington, D.C. and working in Congress. Lindsay earned her Juris Doctor degree from Pepperdine University’s School of Law. While at the School of Law, she worked at the Pepperdine Legal Aid Clinic and participated in the London Program, spending a semester studying in London.
Lindsay is a member of the State Bar of California, US District Court (Central District of California), American Bar Association, and the Orange County Bar Association.
Outside of work, Lindsay enjoys traveling, cooking, and spending time with her family and friends.
CAROL FOWLER, MD
Dr. Fowler has been practicing medicine in Grand Junction since 1987 and is board certified in Hospice and Palliative Medicine and in Family Medicine.
She began working for HopeWest in 2009 after having a family member in hospice services. Dr. Fowler has also been employed at St. Mary’s Hospital since 2015 and is currently the palliative care physician for their inpatient multidisciplinary Palliative Care Service. In addition to palliative care and hospice work, she has a special interest in the medical care of persons with intellectual disabilities.
Dr. Fowler is a recipient of the St. Mary’s Hospital Saccomanno Life Time Achievement Award, the St. Mary’s Hospital Physician of the Year Award and is a past recipient of the HopeWest Heart of Hope award.
She received her undergraduate degree in anthropology from Yale College in New Haven, Connecticut, and her medical degree from the University of Colorado School of Medicine in Denver, Colorado. She completed Family Practice Residency at St. Mary’s Hospital in Grand Junction where she has resided with her family since 1985.
Prior to receiving her medical degree, Dr. Fowler was an archeologist for 9 years. She has been knitting since she was 8 years old and enjoys spinning yarn, weaving, and playing the piano.
SUSAN BARTON, CHAPLAIN
Susan graduated from Texas Christian University with a double major in Religion Studies and Psychology. She went on to get a Master of Divinity degree from Brite Divinity. She completed a residency in Clinical Pastoral Education in St. Louis, MO. She has specialized in working with older adults in her career. She has served as an Associate Pastor, Senior Pastor and now works as a Palliative Care Chaplain at St. Mary’s Hospital. In her role on the Palliative Care Service she has become a specialist in end of life conversations.
Program Title: HopeWest Estate Planning Seminar, September 17, 2019
Program Description & Objectives: This interactive seminar will provide information and tools for navigating and guiding clients in the following areas:
Retirement accounts and assets in 2nd marriages, income tax liability of trusts, and new rules for tax savings from charitable gifts;
Colorado Uniform Trust Code new definitions and mechanisms for nonjudicial settlement agreements and trust modification, plus tips for trustees administering trusts and the persons advising them;
Business succession and exit planning using different sources of funding including life insurance and potential solutions to avoid tax traps in working with business owners that may involve the use of life insurance and annuity products;
Blockchain technologies and how they can be used in business and finance, the legal and policy implications, and impact for estate planners, CPA’s and financial planners;
Advance Care Planning dilemmas that arise when medical decisions must be made when patients lack decision making capacity and have no documents expressing their wishes, what documents/directives are most and least useful at various stages of life and health, and what to expect for the future with new statewide laws on archiving documents.
Who should attend: Professional advisors who work with families and businesses, especially with a focus on estate and succession planning.
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.
Advance Preparation: None
CPE Field of Study: Specialized Knowledge
Prerequisites: Background knowledge of estate planning
Program Level: Intermediate
Delivery Method: Group Live
Register for this program: https://www.hopewestco.org/charitable-estate-planning-seminar/
For Information regarding refund and cancellation policies, or concerns about the program: Please contact Debbie Horwitz at firstname.lastname@example.org or call 970-257-2365
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.
ANB Financial Services
Chadwick, Steinkirchner, Davis & Co., P.C.
Dalby, Wendland & Co., P.C.
Dufford, Waldeck, Milburn & Krohn, LLP
Hoskin, Farina & Kampf, P.C.
Wanebo.Love.Keller.Mendenhall.Smith Wealth Management Group of Wells Fargo Advisors
Colorado West Estate Planning Council
Elder & Phillips, P.C.
Kimberley A. Last Financial Services, Inc.
Montrose Planned Giving Council
Bryce Palo/Nugent & Palo, LLC
Travis H. Perry, LLC
Retirement Outfitters, LLC
US Bank Wealth Management
Western Colorado Community Foundation
Williams, Turner & Holmes, P.C.
SPECIAL THANKS TO THE
GRAND JUNCTION HOPEWEST PLANNED GIVING COUNCIL