Qc estate Planning Council Annual Meeting Agenda

QC Estate Planning Council

Annual Meeting Agenda

May 14, 2015 Short Hills Country Club, East Moline, IL

5:00pm Call Annual Meeting to Order

Opening Remarks:

Welcome New Members: Kyle Day

Trista Foster

Angelique Lund

Ann Neumann

Donald Olsen

John Pavelka

Victoria Wing

Welcome Guests: David Perry (Guest of Josh Robinson)

Treasurer’s Report:

New Business:

Election of Officers: Mike Drymiller exiting Board as Immediate Past President

(all effective Sept. 1, 2015) Molly O’Meara Schnell completed 1 year term as President

Nancy Baker moves to President

Cody Allen moves to Vice President

Steven Lynch moves to Secretary

Sam Skorepa has been nominated for Treasurer

Request for 2015-2016 Standing Rules Approval (no change from 2014-2015)

Announce Incoming Vice President Cody Allen to attend NAEPC 52^nd Annual Conference in Amelia Island, FL Nov. 18– 20, 2015

National Estate Planning Awareness Week Oct. 19-25, 2015 - Proposal for celebration of QCEPC Anniversary: dinner, no formal program, past Board & Members story sharing

Announce QCEstatePlan.org Website Upgrade

Closing Comments & Adjournment:

5:15pm Social

5:30pm Dinner

QC Estate Planning Council

Meet the 2015-2016 Board!

President: Nancy Baker, CPA

CPA, McGladrey, LLC

Vice President: Cody Allen, CRSP

Trust Officer, Northwest Bank & Trust

Secretary: Steven Lynch, CLU

Financial Advisor, CSB Investments

Treasurer: (as nominated) Sam Skorepa, JD

Attorney, Lane & Waterman

Immediate Past President: Molly O’Meara Schnell, JD

Attorney, Schnell & Hancock, PC

Please visit http://qcestateplan.org/

to view the calendar for Upcoming Membership Year Programs

and Local Council information

 

QCEPC Annual Meeting & Joint Program offering with IPPP

 Thursday, May 14, 2015 1:30pm - 6:30pm Short Hills Country Club East Moline, IL

1:30pm to 2:30pm: Johni Hays, JD, Sr. VP of Thompson & Associates, Johnston, IA  

"Life Income Interests in the Context of Charitable Estate Planning: CGAs and CRTs" 

2:30 to 2:45pm break

2:45 pm to 5pm (w/ 15 min break): Prof. Josephine Gittler & Prof. Kathleen C. Buckwalter

"Assessing & Communicating with the Older Client"

5pm to 5:15pm:

FOR QCEPC MEMBERS ONLY: Annual Meeting; join Social immediately following

5pm to 5:30pm:

FOR IPPP MEMBERS & GUESTS: Social 

5:30pm to 6:30pm:

Dinner
Johni Hays, JD Senior Vice President Thompson & Associates

Author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. Johni serves on the Editorial Advisory Board for the books Tax Facts on Investments and Tax Facts on Insurance and Employee Benefits. Johni has been quoted in the Wall Street Journal and has published charitable planning articles in Estate Planning Magazine, Planned Giving Today, Fundraising Success, and other national magazines.

Prior to joining Thompson & Associates, Johni served as the Senior Gift Planning Consultant for The Stelter Company and as the Executive Director of the Greater Des Moines Community Foundation Planned Giving Institute.

Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude in 1988.

Johni serves as the president of the Charitable Estate Planning Institute, serves on the national board of PPP and on the Technical Advisory Board for the Stelter Company. She is a charter member of PPP’s Leadership Institute and a member of the Mid-Iowa Planned Giving Council and the Mid-Iowa Estate and Financial Planners Council (president 2007-2008). Johni has been a member of both the Iowa Bar and the Florida Bar since 1993. She resides in Johnston, Iowa, with her husband, Dave Schlindwein.

Kathleen C. Buckwalter, PhD, RN, FAAN Co-Director of the National Health Law and Policy Resource Center

Professor Emerita at the University of Iowa College of Nursing with a secondary appointment at the College of Law. Prior to assuming emerita status, Professor Buckwalter was the Sally Mathis Hartwig Professor in Gerontological Nursing. She also was the Director of the John A. Hartford Center of Geriatric Nursing Excellence and the Associate Director of the Gerontological Nursing Interventions Research Center at the University of Iowa College of Nursing; she was the Co-Director of the University of Iowa Center on Aging; and she was the University of Iowa Associate Provost for Health Sciences.

She is an internationally recognized expert on issues related to aging and the care of the elderly. She has written extensively in the field of gerontology, authoring over 250 articles, over 85 book chapters, 8 health policy and commission papers, over 50 monographs and videos, and over 90 editorials, reviews and commentaries, and she has edited eight books. She is an elected member of the Institute of Medicine, and she has served and is serving on numerous review committees, editorial boards, and advisory groups. In recognition of her professional achievements and contributions, she has received 37 honors and awards.

Josephine Gittler Wiley B. Rutledge Professor of Law

Josephine Gittler received her law degree from Northwestern University School of Law. When Professor Gittler joined the University of Iowa College of Law in 1973, she became the first female member of the faculty.

Professor Gittler is also a Professor of Health Management and Policy at the University of Iowa College of Public Health and a Professor of Pediatrics at the University of Iowa College of Medicine (secondary appointments). She also holds an appointment in the University of Iowa College of Nursing where she is Director of Policy for the Hartford Center on Excellence in Geriatric Nursing.
The focus of Professor Gittler’s teaching, scholarship, and service is health law and policy, children, families and the law (child maltreatment, juvenile delinquency and the child welfare and juvenile justice systems), alternate dispute resolution (interest-based negotiation and mediation), and the legislative process and drafting.
She is the author, co-author, or co-editor of over 60 publications. These publications deal primarily with issues regarding health care law and regulation, and the organization, financing and delivery of health and health related services. They also deal with juvenile delinquency, child maltreatment, and the organization, financing, and delivery of services for children and families.
In 1981, Professor Gittler, founded, with Dr. John C. MacQueen, the National Health Law and Policy Resource Center (formerly the National Maternal and Child Health Resource Center), which is a nationally recognized "think tank" that conducts interdisciplinary research, provides education and training and furnishes technical assistance to public health agencies, and other agencies, institutions and organizations. The Resource Center has a program on maternal and child health, a program on aging and an institute on conflict management. The Center is supported with federal and private foundation grants, contracts and subcontracts, consulting fees and donations.
In her capacity as Co-Director and Director of the Resource Center, Professor Gitttler has administrated a number of federally funded projects primarily related to maternal and child health and children with special needs and their families. In connection with these projects, she has provided education and training to health care agencies, programs and facilities in over thirty states and the District of Columbia.
She has extensive training and experience in conflict management, particularly interest-based/problem-solving negotiation and mediation. She has served as a staff mediator for the Justice System of Atlanta and provided mediation services in cases referred by state courts in the metropolitan Atlanta area, and in special education disputes throughout the country.
Because of Professor Gittler’s experience with respect to the legislative process and statutory drafting and legislative advocacy, she has played a major role in the enactment of legislation at the federal and state levels. She has served as chief counsel of a subcommittee of the U.S. Senate Judiciary Committee, and she served as special counsel to a study committee of the Iowa General Assembly. She also has been a consultant to members of Congress and their staffs, as well as members of the Iowa General Assembly and their staff. In addition she has served as a member of a number of federal and state commissions, committees and task forces. Professor Gittler received two awards from the Association of Maternal and Child Health for her leadership in national advocacy efforts on behalf of maternal and child health.