8204 Highway 311
Lunch included with registration. Networking begins at 11:30 AM, program introductions begin at 11:45 AM.
Multiple considerations come into play as professional advisors and charitable gift planners work with a client/donor to create a legacy plan integrating a meaningful charitable gift.
Succeeding in the task of clarifying and implementing the client/donor’s interests requires intentional dialogue between financial planners, estate planners, accountants, and charitable gift planners. Building a culture of collaboration, rather than conversations “in silos,” requires great intentionality. It also requires a willingness to understand that each party may have competing (and sometimes unspoken) interests that can leave the client/donor confused and overwhelmed with conflicting recommendations.
With the goal of doing the best for our clients/donors, we’re pleased to have a gifted trio of professional advisors – Cheryl Bruner, estate-planning and elder law attorney; Steve Custer, accountant and lawyer; and Dave Lobeck, financial advisor – explore how to overcome the potential pitfalls that most often thwart successful collaboration.
Steve is a Director with Deming Malone Livesay & Ostroff (DMLO CPAs). He is a member of our High Net Worth / Trusts & Estates Niche, and Service Businesses Niche. He also chairs the firm’s Tax Committee.
Steve has over twenty years of experience in public accounting. He works with entrepreneurs and startup companies to provide business and tax guidance. His specialty is corporate, partnership, fiduciary and individual tax as well as estate planning and estate & gift tax. He has significant experience in the healthcare industry.
Steve earned a Bachelor of Science in Accounting from University of Kentucky, and a Juris Doctor from Brandeis School of Law at University of Louisville. He is licensed to practice as a CPA.
Professional memberships include the American Institute of Certified Public Accountants, and the Kentucky Society of Certified Public Accountants, where Steve previously served as Chairman of the Committee on Taxation. He is a member of the Estate Planning Council of Louisville, the Louisville Bar Association, and the Kentucky Bar Association.
Cheryl concentrates her practice on elder law and asset protection, combining traditional estate and gift planning with today’s elder estate planning tools to minimize the financial impact of elder care, rehab, and long-term nursing home costs. Working all throughout the state of Kentucky, she prepares irrevocable asset protection trusts, revocable living trusts, wills, durable power of attorney (financial and medical surrogacy), and living wills. For many individuals and families, an asset protection trust is an essential component of an elder estate plan to preserve the tradition of passing down an inheritable asset. Cheryl also prepares gun trusts to give firearms owners peace of mind related to inheritance or transfer of their property.
Cheryl obtained her law degree from the Brandeis School of Law, University of Louisville (J.D. 1995). She is admitted to the bar in the Commonwealth of Kentucky, the United States District Court, W.D., and E.D. Ky., the United States Court of Appeals for the Sixth Circuit, and the United States Supreme Court.
Cheryl’s bar memberships include Elder Counsel, Wealth Counsel, the Kentucky Bar Association, and the Louisville Bar Association.
2023 marks my 23rd year as a financial advisor with Edward Jones, but not all at once. Allow me to explain.
My Edward Jones career began in 1987, opening our firm’s first branch office in Scottsburg, IN. I then opened our second New Albany, IN, branch in 1992 and served our clients until 1996.
From 1996 to 2010, I worked with PGA TOUR golf professional Fuzzy Zoeller to launch “The Wolf Challenge,” an annual pro-celebrity golf event held at Covered Bridge Golf Club. Over the course of 13 years, we raised over $2 million for charities, which I am very proud of. As a bonus, I was able to work with a lot of very interesting people in the worlds of sport, business and entertainment, many whom remain friends.
In 2011, I was asked to return to Edward Jones at our Jeffersonville location, an invitation which I happily accepted. Since returning, I have become a limited partner with the firm and have worked with new financial advisors in growing their practices. I now hold the position of client solutions leader in our region. In this leadership role, I help other advisors learn and apply new methods of serving their clients. I hold the Chartered Advisor in Philanthropy® professional designation.
I serve clients both locally and nationally. My ideal clients are those needing to accomplish big goals which are most important to them. This includes planning for retirement, living in retirement, legacy considerations and protecting against the unexpected.
As a 23-year industry veteran, I have been interviewed by newspaper publications nationally. In my free time, I host a nationally syndicated newspaper column called “BBQ My Way.” Simply put, I’m a proud “foodie,” as are a lot of my clients.
I earned a B.S. degree in business at Indiana State University with concentrations in economics, finance and insurance.
Cancellation/Refund Policy: Registration cancellations must be made the Friday before the program date. No refunds will be issued after that time. You may send a colleague in your place. Members who register and do not attend will be invoiced for the price of lunch. Please send changes to firstname.lastname@example.org.
Full participation in this program is applicable for 1.0 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.