Educational Seminars
Dale Smrekar, ASEL, C.A.G.A. offers a number of educational seminars throughout the Tampa Bay area to the general public, organizations and professional groups. Many of these seminars are offered in conjunction with elder law attorney Amanda M. Wolf, Esq., the 2009 Tampa Bay Young Legal Professional of the Year. Her individual seminars are also listed on this site in appreciation for her marketing efforts for Downsizing Advisory Service.
To visit Amanda M. Wolf's website, click: www.wolfelderlaw.com
Elder Care Forums: Featuring Amanda Wolf, Genevieve Faulk, and Dale Smrekar
An interactive question and answer educational forum designed to provide answers to questions presented by caregivers, family members, individuals, and community professionals on legal issues, public benefits, care management, proper living arrangements for seniors, seniors at risk, downsizing and estate liquidation.
Seminars offered
"Protecting a Dementia Patient’s Personal Property and Assets"
When a loved one no longer resides in their home or is temporarily gone for medical care how do you protect their personal property and assets.
"Hidden Treasures in Your Home: the value of antiques in an internet world"
What makes something valuable, identifying age, common misconceptions regarding antiques, Appraisals: Market Value versus Replacement Value. Trends in antique values and proper liquidation techniques for high end valuables.
"Establishing a Succession Plan for your Physical Assets, How to Avoid Family Wars"
The nuts and bolts process to establishing who gets what, how to avoid family wars, providing the financial roadmap, de-cluttering-how to make it easier on your family when you are gone, liquidation options and the importance of appraisals in securing family heirlooms.
"The Hearse Doesn’t Come with a Trailer Hitch So You Can’t Take It All With You."
A topical discussion about downsizing detailing how to:
- determine when to downsize for you or a loved one
- de-clutter a lifetime of possessions
- consider succession planning for your assets, how to process through the ups and downs of who gets what
- correctly liquidate your valuables and family heirlooms no none wants
- let your loved ones know about your valuable items, the importance of appraisals in securing family heirlooms
"The Art of Estate Liquidation"
A step by step process detailing how to liquidate the contents of a home to include
The four estate liquidation mistakes that will cost you, the value of estate planning appraisals, searching for the hidden money and documents, common misconceptions regarding antiques and more. (Besides communities and civic groups, I conduct this seminar for new family and professional guardians and for CEU credits for area guardianship organizations)
"Military Antique Values in Today’s Internet World"
How the internet has affected military antiques, Do’s and Don’ts of sales of military antiques, what is hot in military antiques, the spoils of war: the things soldiers brought home.
"How to Avoid Getting Ripped Off When Selling Your Valuables and Antiques"
A review of common mistakes people make when liquidating their valuables and antiques. Covering the uniformed collector, mistakes made on inherited items and the estate liquidation of a loved one’s estate, how to research what you have, when to call in an expert and options for liquidation.
"Liquidating a Loved One’s Home"
The process of liquidating a loved one’s home who has moved into assisted living, an Alzheimer’s or a nursing facility. Covering such issues as: securing the residence, looking for the money, the search of papers, identifying the valuables, the use of auction houses for high end items and the estate sale.
For more information or to schedule a seminar please call 813-244-4160 or email us.
Scheduled Seminars
• January 10, 2012
12 p.m.
St. Petersburg Bar Association
Proper Estate Liquidation Seminar
(1 hour CLE credit course)
St. Pete Bar Association Members and attorneys only
• February 9, 2012
10:30 am
Downsizing for Seniors
First Baptist Church
1306 Manatee Ave West
Bradenton, Florida
• February 24, 2012
9 am - 4 pm
Antique Appraisal Fair benefiting Pinellas Education Foundation
Details to come
• March 7, 2012
1 pm
Treasures in the Home: The value of antiques in an internet world
DeSoto Palms
5601 N. Honore Ave.
Sarasota, Florida
RSVP: (941) 565-0539
• March 9, 2012
12 pm
Proper Estate Liquidation Seminar for Attorneys
(1 CLE Credit)
Sun Towers,
101 Trinity Lakes Drive,
Sun City Center, Florida
RSVP:
(813) 634-3347
• March 14, 2012
10 am
Treasures in the Home: The value of antiques in an internet world
Bayview Gardens
2855 Gulf to Bay Blvd.
Clearwater, Florida
RSVP (727) 669-5261
• March 30, 2012
12 pm
Proper Estate Liquidation Seminar for Attorneys
(1 CLE Credit)
Arden Courts
14950 Casey Rd.
Tampa, Florida
RSVP (813) 963-6100