May Half-Day Event

Date: Wednesday, May 2, 2012
Time: 8:00 AM - 12:00 PM
Location: Chef's Table, 2005 South State Street Orem, UT 84097
Speaker: Various

Please join us for our annual May Half-Day event, where we will have four great speakers on four valuable topics:

Special Needs Trusts--When, What, and How

Innovative Strategies for Charitable Giving with Life Insurance and Annuities

Charitable Gifting with Complex, Hard-to Value Assets

If You've Outgrown Your Family Limited Partnerships, Can You Get Out?

The event will run from 8:00 am to 12:00, and Chef’s Table will provide a breakfast buffet at 8:00.  Each speaker will present for approximately 45 minutes, and there will be a short break after the first two speakers.

Additional information on schedule, speakers, and content follows:

8:00 Welcome, Program Overview

8:10: Special Needs Trusts--When, What, and How

Covering circumstances in which special needs trusts might be used, kinds of trusts (including SNAP trusts), and guidelines for administration

Presenter: Bill Heder

Bill is a founding partner of McArthur Heder Mettler, having joined with his law school classmate, Paul MacArthur, in 2003. He graduated from the J. Reuben Clark Law School at BYU in 1998.

Prior to joining Paul at MHM, Bill worked at several different firms in contract, probate, and real estate litigation. He is a member of the National Academy of Elder Law Attorneys, and the Elder Law section of the Utah State Bar, and several boards involving services to seniors and the disabled. His practice includes elder law, estate planning, and probate. Additionally, Paul MacArthur and Bill conduct one of the most active adoption practices in Utah.

Bill is married to his high school sweetheart, Lee Ann Muir. They are the parents of six children and he enjoys spending time with his family. Additionally, Bill has logged over 4,000 miles on mountain bike trails in three countries and six states.

9:00: Innovative Strategies for Charitable Giving with Life Insurance and Annuities

Covering 10 different strategies where life insurance and annuities support charitable and philanthropic giving, maximizing value to the donor, the heirs, and charity.

Presenter: Jerry Borrowman

Jerry is Director of Advanced Markets for Cambridge Financial Center in Salt Lake City, Utah. With 34 years experience he supports agents in all areas of advanced case design, including: estate planning; business owned life insurance; charitable giving; and life insurance as an asset class. He holds a Masters Degree in Financial Services and is a Chartered Financial Consultant.

A best-selling author of historical fiction and co-authored biography, Jerry’s hobby of writing has touched the lives of hundreds of thousand around the world.

9:50-10:05 Break

10:10: Charitable Gifting with Complex, Hard-to Value Assets

Covering charitable gifting and tax planning opportunities with complex assets, such as private company stock, restricted stock, LLC and limited partnership interests.

Presenter: Mark Ricketson

Mark is vice president and charitable planning consultant for Fidelity Charitable Services® (FCS). FCS is a leader in providing charitable solutions to advisors and their clients, helping them to achieve their philanthropic goals. FCS is also the service provider to the Fidelity® Charitable Gift Fund, an independent public charity.

Mark’s primary responsibilities focus on donor outreach through advisors in the Mountain West Region. He educates clients about charitable planning solutions, including the Fidelity® Charitable Gift Fund, which has a donor advised fund program.

Prior to joining FCS in 2004, Mark was an investment representative with Quick and Reilly/Fleet Bank, a regional marketing associate with Putnam Investments and owner/operator of his own firm, Allied Irrigation. Mark, a graduate of the University of Massachusetts, is a Chartered Advisor in Philanthropy (CAP).

11:00 If You've Outgrown Your Family Limited Partnerships, Can You Get Out?

Covering the options available to holders of FLP/FLLC interests when the reasons the entity was formed are no longer as compelling.

Presenter: Geoff N. Germane

Geoff is a member of the Tax & Estate Planning practice section of Kirton McConkie, the largest firm in Utah. His focus is on estate, tax, business, and asset protection planning. He advises individuals and business owners on legally sound strategies to protect their assets and reduce or eliminate taxes. He counsels clients on legacy planning to maximize intergenerational wealth and reduce family stress and tension.

He graduated from BYU’s J. Reuben Clark Law School, cum laude, and was named to the National Order of the Barristers. He is an adjunct professor of Business Law in the Marriott School at Brigham Young University and is an adjunct professor of Business Law and Estate Planning in the Legal Studies Department at Utah Valley University.

See Upcoming Event Calendar