KITSAP COUNTY ESTATE PLANNING COUNCIL

This event is presented in partnership with Kitsap County Estate Planning Council,

Kitsap Community Foundation and Harrison Medical Center Foundation
Sponsored by BNY Mellon

Register Now

January 29, 2015

Register Half-Day Here     Register Full-Day Here
 

What: Seminar will feature regional and local speakers bringing their knowledge to a program designed to improve technique and strategies for all estate planning professionals.

Keynote speaker will be Kevin Rogers of BNY Mellon, “Wealth Sustainability in Families Through Multiple Generations.” This presentation is designed for advisors and their clients.  For no charge, you are welcome to bring clients to the keynote speech.

Pending MCLE, CE, and CPE credits (6.5 credits)

When: January 29, 2015, 8:30 am - 4:30 pm
Where: Harrison Medical Center Silverdale Campus
Cost: Early Registration $75 full day • $45 half day (lunch provided)
         Day of Registration: $100 full day • $50 half day
 

Agenda

8:00am Continental Breakfast
 

8:45 - 10:00 AM Keynote Session
Wealth Sustainability in Families through Multiple Generations

Presented by: Kevin Rogers, Managing Director & Family Wealth Advisor, BNY Mellon

*break*

10:30 - 12:00 PM

Charitable Giving Myths and Fears; How to Overcome Them
Presented by: John Kenney, JD, Luce, Kenney & Associates P.S.; Kelly Nelson, CPA, Bader Martin PS; Tom Deichert

*lunch provided*

12:30 - 1:30 PM

Business & Real Estate Interests in Trusts & Estates
Presented by: Teresa Byers, JD, Garvey Shubert Barer

1:30 - 2:30 PM

Estate Planning, Medicaid, and Elder Law Updates
Presented by: Richard Tizzano, JD, Sherrard, McGonagle & Tizzano

*break*

2:45 - 3:45 PM

Current Issues with Business Valuations in Estate Planning
Presented by: Mark Mitchell, CFA ASA, Partner and Director of Valuation Services, Petersen Sullivan LLP

3:45 - 4:30 PM

Beyond the Fairytale: Estate Planning for Divorce and Blended Families
Presented by: Alexandra (Xan) Gerson, JD, Helsell Fetterman LLP

Registration required: Register Half-Day Here     Register Full-Day Here

Find out more here

or contact Kol Medina at kol@kitsapfoundation.org or (360) 698-3622.