EPCNN Annual CE Event
ESTATE PLANNING COUNCIL OF NORTHERN NEVADA
SPRING EVENT 2018
INNOVATIVE STRATEGIES FOR 21ST CENTURY ESTATE PLANNING
When: May 31, 2018 at 7:30 a.m. – 12:00 p.m., breakfast will be served
What: Continuing Education for Attorneys, CPAs, CFPs, trust officers
& insurance advisors
Where: Atlantis Hotel & Casino
Who: Eden Rose Brown, J.D.
Cost: Before May 1, 2018: Members $130.00, Guests $160.00
May 1, 2018 or after: Members $160.00, Guests $180.00
Registration: http://www.epcnnevada.org/events/register/15867
Please join us for our annual half-day CE event. We will be offering 4 hours of CE as well as breakfast and networking opportunities.
SPEAKER:
Ms. Brown received her Bachelor of Arts degree from the University of California, Berkeley, and earned her Juris Doctor degree from Northwestern School of Law, Lewis & Clark College. She holds a Laureate in Advanced Wealth Strategies certificate from the Southern California Institute’s two-year Laureate in Wealth Strategies Program
Ms. Brown served as a United States Air Force Judge Advocate and Assistant U.S. Attorney from 1989 to 1993, serving in support of the Gulf War in 1991. During war operations, then Captain Brown supervised the design, drafting, and execution of over 8000 wills, trusts and supporting documents for deploying troops. President George H.W. Bush awarded Captain Brown the United States Meritorious Service Medal for her efforts during the war.
After her active duty tour, Ms. Brown moved home to Salem, Oregon to open her own estate planning firm. Known for her innovative and comprehensive values-based, client-centered practice approach, Ms. Brown concentrates her practice in the areas of wealth preservation, family legacy design, trust administration, and highly customized estate, tax, and charitable planning.
Promoted to the rank of Lieutenant Colonel, Ms. Brown remained active in the Air Force Reserve as a military judge advocate. From 1993 to 2001, she served her state and country as the State Judge Advocate for Air for the Oregon Air National Guard. In 1999 she was appointed to the Pentagon-based Judge Advocate General’s Air National Guard Advisory Council. Her work for the Guard and the Council has taken her throughout the world, including deployment to Central America where she served as a Spanish language translator for medical teams on remote humanitarian missions.
Ms. Brown is the Co-author and -editor of Giving – Philanthropy for Everyone, a comprehensive guide to philanthropy and estate planning, published by Quantum Press (2003, 419 pages).
A frequent lecturer on estate and charitable planning, Ms. Brown has presented to attorneys, allied professionals, corporations, non-profit organizations, spiritual congregations and law schools, including the American Law Institute, American Bar Association, Morgan Stanley, New York Life, WealthCounsel, Edward Jones, the Southern California Tax & Estate Planning Forum, Sacramento Estate Planning Council, Oregon Symphony Association, Wells Fargo Bank, Key Bank, Oregon State Bar, National Network of Estate Planning Attorneys, PBS, Merrill Lynch, American Red Cross, Westminster Presbyterian Church, Portland Jewish Federation, Our Savior’s Lutheran Church, Oregon Society of Tax Consultants, Temple Beth Sholom, University of Oregon School of Law, and Northwestern School of Law, among others.
TOPICS:
As the estate tax exemption continues to grow and our culture continues to change, estate planning professionals must be prepared to counsel their clients in ways that reflect and appreciate the complexities of the modern family. Understanding how 21st Century issues impact estate planning allows the advisor to dig deeper into exploring their client’s values, fears concerns and goals, and provides for meaningful discussions on topics ranging from spirituality and philanthropy, addiction and divorce, gender fluidity, wealth management incapacity and stewardship. Depending upon how they are approached, each of these can influence the family legacy – for good or for bad. To address the impact of our rapidly changing culture and to better serve our clients, we must incorporate forward-thinking, flexible elements into our planning that maximizes control, eliminates chaos, protects assets, and wisely provide for those we love. From trust protectors and IRA Trusts, to disability panels and lifetime inheritance trusts, Eden will provide us with both conceptual and practical tools to navigate our changing world.
