Cain & Cain Estate Planners for Life™ and ChappleWood Financial Services Present:

Tax Traps and Trusts

Featuring guest presenters:

Mitch Janik, J.D. and Damon King, CFP

Featured Topics:

• Building a Solid Estate Plan

• Sneaky Tax Traps to Avoid

October 14 6:30 to 8:00 pm

LOCATION: ChappelWood Financial Services - Edmond, OK

Register For October 14 in Edmond at ChappelWood Financial

Seating limited to first 10 guests who RSVP:

office@chappelwood.com or 405-348-0909

Cain & Cain Estate Planners for Life™ and ChappleWood Financial Services Present:

Tax Traps and Trusts

Featuring guest presenters:

Mitch Janik, J.D. and Damon King, CFP

Featured Topics:

• Building a Solid Estate Plan

• Sneaky Tax Traps to Avoid

October 12 6:30 to 8:00 pm

LOCATION: Cain & Cain Office, Norman OK

Register for October 12 in Norman at Cain & Cain

Seating limited to first 10 guests who RSVP:

office@chappelwood.com or 405-348-0909

Estate Planners for Life™ Members:

The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!

Estate Planners for Life™ Members:

The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!

Estate Planners for Life™ Members:

The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!

Estate Planners for Life™ Members:

The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!

Estate Planners for Life™ Members:

The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!

Estate Planners for Life™ Members:

The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!

Estate Planners for Life™ Members:

The Annual Family Reunion is an important part of our maintenance program that allows us to mutually exchange the information necessary for consistently up-to-date estate plans. We have big updates to share this year with a significant change in federal law and a new technique we are using called a “Trust Distribution Protector”. If you are a client and you have not yet received your invitation to the Annual Family Reunion with additional information in the mail please contact us to let us know!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  Bring your Blue Books - you will be receiving the latest version of materials for this organizer to assist you and your helpers.

*Seating will be limited to 22 in our Learning Center

*Our parking lot is also limited to 14 spots, so we ask spouses and family members to car pool if possible

Remember to bring your Blue Books!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  Bring your Blue Books - you will be receiving the latest version of materials for this organizer to assist you and your helpers.

*Seating will be limited to 22 in our Learning Center

*Our parking lot is also limited to 14 spots, so we ask spouses and family members to car pool if possible

Remember to bring your Blue Books!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  Bring your Blue Books - you will be receiving the latest version of materials for this organizer to assist you and your helpers.

*Seating will be limited to 22 in our Learning Center

*Our parking lot is also limited to 14 spots, so we ask spouses and family members to car pool if possible

Remember to bring your Blue Books!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  Bring your Blue Books - you will be receiving the latest version of materials for this organizer to assist you and your helpers.

*Seating will be limited to 22 in our Learning Center

*Our parking lot is also limited to 14 spots, so we ask spouses and family members to car pool if possible

Remember to bring your Blue Books!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  Bring your Blue Books - you will be receiving the latest version of materials for this organizer to assist you and your helpers.

*Seating will be limited to 22 in our Learning Center

*Our parking lot is also limited to 14 spots, so we ask spouses and family members to car pool if possible

Remember to bring your Blue Books!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  Bring your Blue Books - you will be receiving the latest version of materials for this organizer to assist you and your helpers.

*Seating will be limited to 22 in our Learning Center

*Our parking lot is also limited to 14 spots, so we ask spouses and family members to car pool if possible

Remember to bring your Blue Books!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  Bring your Blue Books - you will be receiving the latest version of materials for this organizer to assist you and your helpers.

*Seating will be limited to 22 in our Learning Center

*Our parking lot is also limited to 14 spots, so we ask spouses and family members to car pool if possible

Remember to bring your Blue Books!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  You are always free to invite any of your family members or helpers to the Annual Family Reunion. 

 Please Choose One of the following:

(All meetings will be at our office)

1)      Saturday, March 9 from 10:00 am to 12:00 pm

2)      Tuesday, March 26 from 3:00 pm to 5:00 pm

3)      Tuesday, April 16 from 6:00 pm to 8:00 pm

4)      Tuesday, April 30 from 3:00 pm to 5:00 pm

5)      Thursday, May 16 from 10:00 am to 12:00 pm

6)      Tuesday, June 4 from 6:00 pm to 8:00 pm

*Seating will be limited to 22 in our Learning Center so register early

*Our parking lot is also limited to 14 spots, so please car pool if possible

 Please register early to attend your preferred date and let us know how many will be attending with you. 

Remember to bring your Blue Books!

2019 Annual Family Reunion

As part of your Estate Planners for Life™ membership, you have committed to attend one Annual Family Reunion each year.  This is a very important part of our Empowered Legacy Program™.  You are always free to invite any of your family members or helpers to the Annual Family Reunion. 

 Please Choose One of the following:

(All meetings will be at our office)

1)      Saturday, March 9 from 10:00 am to 12:00 pm

2)      Tuesday, March 26 from 3:00 pm to 5:00 pm

3)      Tuesday, April 16 from 6:00 pm to 8:00 pm

4)      Tuesday, April 30 from 3:00 pm to 5:00 pm

5)      Thursday, May 16 from 10:00 am to 12:00 pm

6)      Tuesday, June 4 from 6:00 pm to 8:00 pm

*Seating will be limited to 22 in our Learning Center so register early

*Our parking lot is also limited to 14 spots, so please car pool if possible

 Please register early to attend your preferred date and let us know how many will be attending with you. 

Remember to bring your Blue Books!

We invite our clients to join us for a Family Legacy event every year close to Thanksgiving. This time of year many people will spend more time with their close friends and family. We would love for this event to become an occasion (or an excuse!) for friends and family to come together for an enjoyable evening. The theme of this years Family Legacy Event is based on the movie “The Ultimate Gift” (James Garner, Drew Fuller).

Legacy Events focus on coming up with ideas for the things you want to leave your family and loved ones that cannot be written into any legal documents. Your wealth is much greater than the tangible things you own. We love events like these to help our clients intentionally pass on this other type of “wealth”. This can be knowledge, insights, stories, and much more. There is no limit to expressing the essence of who you are for your loved ones to enjoy and benefit from in the future.

OKTOBERFEST - Client Appreciation Event

Clients are welcome and encouraged to bring family members and helpers along!

We are excited to show our clients some appreciation by inviting them to join us for our favorite event of the year! We will have Oktoberfest themed lunch and beverages. And best of all - a fun and enjoyable time visiting with our clients and their loved ones.

We are pleased to have Richard Randall, Chairman of the National Network of Estate Planning Attorneys join us for this special event!

This is a home game day for OU. Kickoff is at 2:30 - join us for lunch before watching the game!

Please sign up and let us know you are coming - it will help us make sure we have enough food and drinks for everyone.

This is an Orientation Meeting where the entire Estate Planners for Life™ Program is explained in detail.  Our goal is that our new clients will attend a meeting early in the relationship while clients are focused and family members and helpers more likely to be energized and participate.  Big Picture: Focuses on Who, What, When, Where, and Why. 

The EPFL Program™ Orientation Meeting will be required of all new clients and their helpers going forward and will occur at least once every quarter.  This is also offered to all existing clients and we encourage everyone, no matter how long they have been a part of our program to attend!

Topics will include:

•       Review Your Member Agreement

•       Introduce Your Operator’s Manual (The Blue Book)

•       Cover “Technology” Support

•       Summarize the Essential Elements That Must Be Mastered for a Plan to Work

•       Begin the Personalization Process

•       Invite Your Full Participation in Wealth Reception™ Planning

Please contact us to register:

EPFL@CainandCainLaw.com

405-364-2246

This educational program is designed to take a close look at the role of a Beneficary during and after the settlement of an estate plan. 

This is an excellent opportunity for Trustmakers, and individuals designated as Successor Trustees and/or Beneficiaries, to proactively become more knowledgeable and better prepared for this aspect of estate planning.

WHAT IS BACK TO BASICS, AND HOW WILL IT HELP ME PARTICIPATE IN THE CLIENT UPDATE PROGRAM?

Think of Back to Basics as a refresher course for estate planning.  Most of our EPFL members who are eligible for the Client Update Program this year have not needed to review their documents since 2016, when they were either designing their estate plans, or were participating in the Client Update Program that year.   At the Back to Basics event we will refresh your memory on what you learned during the design or latest review of your estate plan.   If you have not completed and returned the Estate Planning Review Worksheet before the Back to Basics event, we encourage you to bring it to the event with you, along with any questions you have.  Many clients have brought their worksheets to this event in the past and where able to complete and return them to us at the end of the meeting.

Please join us ONLINE for this live and interactive educational presentation.  Register to receive instructions to join the webinar on your computer or mobile device.  

This educational program is designed to take a close look at the role of a Successor Trustee during the settlement of an estate plan. 

This is an excellent opportunity for Trustmakers, and individuals designated as Successor Trustees and/or Beneficiaries, to proactively become more knowledgeable and better prepared for this aspect of estate planning. 

Topics Include:

· What IS the role of a Trustee, or Successor Trustee?

· What things need to be addressed right away when a Trustmaker passes away?

· What things should NOT be addressed right away when a Trustmaker passes away?

· What should be expected during the process of settling an estate plan?

This presentation is an overview of our new Estate Planners for Life™ PRO Active Elder Law Program™. To help us kick off this program, we will have Mr. Jeff Villio, President & CEO of PURVIEW LIFE, Oklahoma City Office and Kristin O’Neal, RN, CCM, Aging Life Care Professional as guest presenters. Jeff and Kristin will be explaining the concept of Quality Life Management and the services PURVIEW LIFE provides. They will explain how you do not have to face caring for aging parents, a spouse, or a disabled family member alone. For years, those dealing with an aging parent, spouse, or special need loved one have been forced to navigate a health care services system that does not address the whole person. Like a series of band-aids the system has focused on individual problems, with no one to oversee or manage the entire process for you and your loved ones. PURVIEW LIFE stepped in to fill that void!

For those individuals who enroll in our PRO Active Elder Law Program™, Jeff has graciously agreed to waive the customary initial fee for our participants and for a limited time offer a PURVIEW LIFE Introductory Assessment at no additional charge. You are invited to come learn more about our new program and this wonderful opportunity for members of our client family. Please call and reserve your spots for this program as soon as possible, as we anticipate this will be a popular presentation.

*************Rescheduled to June 28************

Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as providing important education to their “helpers” who have been named in any kind of “role” in their estate plans.

This educational program is designed to take a close look at the role of a Successor Trustee during the settlement of an estate plan. 

This is an excellent opportunity for Trustmakers, and individuals designated as Successor Trustees and/or Beneficiaries, to proactively become more knowledgeable and better prepared for this aspect of estate planning. 

Topics Include:

· What IS the role of a Trustee, or Successor Trustee?

· What things need to be addressed right away when a Trustmaker passes away?

· What things should NOT be addressed right away when a Trustmaker passes away?

· What should be expected during the process of settling an estate plan?

This is an Orientation Meeting where the entire Estate Planners for Life™ Program is explained in detail.  Our goal is that our new clients will attend a meeting early in the relationship while clients are focused and family members and helpers more likely to be energized and participate.  Big Picture: Focuses on Who, What, When, Where, and Why. 

The EPFL Program™ Orientation Meeting will be required of all new clients and their helpers going forward and will occur at least once every quarter.  This is also offered to all existing clients and we encourage everyone, no matter how long they have been a part of our program to attend!

Topics will include:

•       Review Your Member Agreement

•       Introduce Your Operator’s Manual (The Blue Book)

•       Cover “Technology” Support

•       Summarize the Essential Elements That Must Be Mastered for a Plan to Work

•       Begin the Personalization Process

•       Invite Your Full Participation in Wealth Reception™ Planning

Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as providing important education to their “Helpers” who have been named in any kind of “role” in their estate plans.

This event is open to anyone who would like to be more informed about estate planning.  Please contact us to register!

Illness and Disability Planning is an important but often under-emphasized part of a well designed estate plan.  We would like to provide you and your “helpers” a focused look at how estate plans are designed to work for you and your loved ones in the event of an illness or disability.

Topics Include:

· What is Disability Planning, and how does it work?

· Why would a person need Disability Planning?

· What are the different ways and options to design a Disability Plan?

· What you should expect if you have a designated role in someone else’s Disability Plan.

Clients: Refer to the letter you received about this meeting for more information, or call our office with any questions.

Clients: Refer to the letter you received about this meeting for more information, or call our office with any questions.