McDowall Cotter, APC provides ongoing complimentary educational and professional training workshops and we are happy to come to you to present on any of these topics. McDowall Cotter offers various CLE credits such as CFP, MCLE, EA, CPA, and LIFE for our in-person presentations. For more information on these workshops, please see our Events Calendar. If you have any suggestions on topics that you would like to see covered in the future, we always solicit your input and feedback. Listed below are our copies of our recorded vlogs.

McDowall Cotter’s Recorded Vlogs of 2022: 

 The ABC’s of Estate Planning with Bob Vale, Esq., Karishma Patel, Esq., and Roxanne T. Jen, Esq.

 Avoiding Wage and Hour Lawsuits with David S. Rosenbaum, Esq. and W. Ethan McCallum, Esq.

The Importance of Advance Health Care Directives with Karishma Patel, Esq. and Roxanne T. Jen, Esq.

Planning for the College Bound Kid with Bob Vale, Esq., Karishma Patel, Esq., and Roxanne T. Jen, Esq.

Let’s Talk About Business Entities with Bob Vale, Esq., Karishma Patel, Esq., and Roxanne T. Jen, Esq.

What to do When a Loved One is Alive but Not Well with Bob Vale, Esq. and Roxanne T. Jen, Esq. 

Why All Successful Businesses Need a Written Business Plan with David S. Rosenbaum, Esq.

What we Parents Worry About – Keeping In-Laws from Becoming Out-Laws with Guest Speaker Joanna Wald, Esq. with Bob Vale, Esq., Roxanne T. Jen, and Karishma Patel, Esq.

Keeping Trustees Out of Lawsuits with David S. Rosenbaum, Esq.

McDowall Cotter’s Recorded Vlogs of 2021:  

Episode One: Keeping Trustees and Executors Out of Lawsuits with David Rosenbaum, Esq and Roxanne Jen, Esq. 

What to do When a Loved One is Alive but Not Well with Bob Vale, Esq and Karishma Patel, Esq.  

Episode Two: Lawsuits About Trusts and Wills – Part One with David Rosenbaum, Esq and Roxanne T. Jen, Esq. 

Post Proposition 19 Updates with Roxanne T. Jen, Esq and Karishma Patel, Esq.  

Episode Three: Lawsuits About Trusts and Wills – Part Two with David Rosenbaum, Esq and Roxanne T. Jen, Esq  

Taxes, Taxes, Taxes with Bob Vale, Esq., Karishma Patel, Esq., and Roxanne T. Jen, Esq.  

The Importance of Advance Health Care Directives: Part One with Bob Vale, Esq. and Karishma Patel, Esq.  

18 and Off to College! Preparing for the College Bound Kid with Karishma Patel, Esq. and Roxanne T. Jen, Esq.  

Episode Four: Prudent Investor Rule with David Rosenbaum, Esq. and Roxanne T. Jen, Esq.  

Truths and Myths About Estate Planning with Karishma Patel, Esq and Roxanne T. Jen, Esq.  

Episode Five: How Much Do I Really Have to Tell Them with David Rosenbaum, Esq. and Roxanne T. Jen, Esq.  

What we Parents Worry About – Keeping In-Laws from Becoming Out-Laws with Bob Vale, Esq. and Karishma Patel, Esq.  

Post Proposition 19 – Amelioration and Work-Arounds with Bob Vale, Esq., Karishma Patel, Esq., and Roxanne T. Jen, Esq.  

What to do When a Loved One is Alive but Not Well with Bob Vale, Esq. and Karishma Patel, Esq.  

Planning for a Loved One with Special Needs with Bob Vale, Esq. and Karishma Patel, Esq.  

Episode Seven: No Good Deed Goes Unpunished with David Rosenbaum, Esq. and Roxanne T. Jen, Esq.   

Advance Health Care Directives – Everyone over 18 needs one with Roxanne T. Jen, Esq. and Karishma Patel, Esq. 

Post-Proposition 19 – Amelioration and Work-Arounds with Bob Vale, Esq., Roxanne T. Jen, Esq. and Karishma Patel, Esq.  

Episode Eight: Does the Trustee Have Any Powers? with David Rosenbaum, Esq. and Karishma Patel, Esq.  

What to do When a Loved One Dies with Bob Vale, Esq., Karishma Patel, Esq. and Roxanne T. Jen, Esq.  

Elders in Crisis with Bob Vale, Esq. and Karishma Patel, Esq 

DISCLAIMER: Nothing in these presentations should be interpreted as legal advice. These presentations are intended to help a person to understand the area of law to help ask the right questions with the attorney of their choice. Your time to act may be very limited and this could substantially reduce your rights and options. YOU CANNOT rely on anything contained here in. These information are not intended to substitute for professional legal advice and does not create an attorney-client relationship. You should accept legal advice only from a licensed legal professional with whom you have an attorney-client relationship. You should contact a lawyer in your area immediately, to assist you in any of these matters.   

Circular 230 Disclosure: Pursuant to recently-enacted U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.

If you have questions please contact us here.