May 2019

Monte Schatz will be presenting and facilitating a panel discussion on the topic “The Financial Advisor and Incapacity: Legal and Ethical Responsibilities to Clients with Potential Mental Capacity Issues” to the Financial Planning Association of Nebraska on Thursday, May 16^th. The objective of the program is to assist financial advisors and others in an advisory capacity to identify potential mental capacity issues that might place a client at financial or personal risk and/or personal abuse and undue influence.

Mary Vandenack hosted a Webinar for the Purposeful Planning Institute on the Future of Estate Planning Practice on May 14. The webinar focused on how to create a sustainable estate planning practice with innovation, service and collaborative professional practices that serve clients in the spirit of a concierge level service model.

Mary Vandenack attended the New York State Bar Book Launch of “50 Lessons for Women Lawyers – From Women Lawyers: Career and Life Lessons From 50 Successful Women Lawyers” on May 3 at . Mary is a contributing author to the book and sat on the panel for the event.