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Estate Planning Basics for Law Enforcement

Course length

16

About the course

Daily, criminal justice personnel and first responders face inherit dangers of debilitating injuries and even death. Current public attitudes have resulted in a drastic increase of attacks on criminal justice personnel. It is more important then ever for criminal justice personnel to protect their loved one’s by proper and legal estate planning.

This 2 day Estate Planning Basics class will teach each attendee what they need to know should they not properly prepare for serous injury or death events. The class will then explain the legal issues, terminology and processes that can be taken to protect and provide for their family should such injury or death occur.

Your Instructor(s):
Lindsay Warnes is a co-founder of Willow Legal Group and Willow LEAF Project. She has assisted clients with various legal matters for more since 2009. Her early practice focused on consumer protection, foreclosure defense, tenant matters, and real estate settlements, as well as representing low-income Marylanders with the Maryland Legal Aid Bureau. Lindsay chose to handle estate planning matters in 2015 because she believes it is important to guide clients through this very important and ever-changing area of law.
Lindsay received her Bachelor’s Degree in English Language and Literature from the University of Maryland, College Park, Maryland and her Juris Doctorate from Monterey College of Law in Seaside, California. Lindsay is a member of the Maryland State Bar Association. Lindsay is admitted to practice in Maryland and California.
Lindsay lives in Laytonsville and is married to a police officer. They have two young daughters who keep them on their toes. She loves coffee, THE Ohio State Buckeyes, lifting weights, and being involved in the local community. She is also a board member for the Olney Cropdusters collegiate baseball team.

ANDREA BRYK, ESTATE PLANNING ATTORNEY FOR WORKING FAMILIES
Andrea is the founding attorney at the Bryk Law Firm, a law firm dedicated to protecting the assets, both right now and later, of working families. An avid reader of Jane Austen as a child, Andrea was struck by how every story revolved around the uncertain financial future of the heroine: if she didn’t receive a substantial inheritance, her future depended on landing a wealthy husband. Andrea believes each of us needs to understand and take control of our financial circumstances, as well as being prepared for unthinkable disasters. Andrea finished law school during the 9/11 attacks and saw that while thousands of lives were lost, thousands more faced uncertain futures. And it was the heroes, the ones running into the destruction, who were disproportionately impacted. Of the 480 emergency responders who died that day, only a handful had a Will or estate plan. Their grieving families dealt with protracted, costly, and emotionally destructive probate and litigation, adding unnecessary pain to their trauma. At the Bryk Law Firm we don’t want anyone blindsided by the rules or processes associated with protecting or transferring assets.
Andrea is a 2003 graduate of The Catholic University of America Columbus School of Law.

Prior to joining Raymond James, Elisabeth Nethery worked at Merrill Lynch for over 6 years, in Southwest Florida. She has managed team marketing and events, in addition to providing goals-based planning and education for families, business owners and 401(k) participants. Elisabeth has a passion for estate planning, as well as helping clients downsize and transition into the various phases of retirement.
You’ll likely hear her talk about Family and Community Legacy, which are both deeply important to her, personally and professionally. Intending to work in development, she majored in Sociology and Anthropology and spent years traveling to underserved communities. As an MBA student, she worked with widows in India to develop small businesses.
She believes that businesses have a uniquely powerful ability to create and sustain wealth, which can be both profitable and good. Elisabeth also feels that on both ends of the wealth spectrum, we need good financial services, literacy and planning to grow and preserve wealth for the next generation, as well as to move people out of poverty.
Elisabeth and her family live in Reston, Virginia, where her husband works developing unmanned systems technology for the Department of Defense. When away from work, they love to explore the local area, and spend time with their wild boys.

Matthew A. Grieb is a financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) who focuses on delivering solutions to clients’ financial situations through comprehensive financial planning. As a CFP®, Matt is well-versed in all aspects of the business including, retirement planning, business planning, client portfolio construction, estate planning, insurance, and investment management. He started his financial career at RBC Wealth Management. After developing his own clientele, Matt moved his practice to Raymond James in 2018. Matt has focused his practice around serving business owners, government contractors, individuals and families, and retirees.
He holds the Series 7 and Series 66 licenses, as well as life, health, and variable insurance licenses. Matt graduated from Catholic University in 2012 with a degree in finance, and was a four-year starter for the Cardinal’s baseball team. As a native Washingtonian, Matt grew up in Montgomery County, MD, and attended St. Albans School in DC. He currently resides in Fairfax, VA, with his wife, Natalie, who is a Nurse Practitioner, and their kids Jack (2) and Hannah (born January 2023), and dog, Fitz. When he’s not chasing his kids around, Matt is an avid golf, basketball, tennis and chess player.
Matt is active in the local community and has volunteered with several organizations in the greater DC area. His past involvements include Junior Achievement and the Humane Society of the United States. He currently is a member of the Auxiliary Council for the Bishop Walker School in southeast DC.

David Hedrick is an Investment Advisor Representative with PFS Investments. David has accrued an impressive 30 years of professional experience in the financial advisory industry. David maintains the following licenses: State Life and Health, and Federal License: Series 6,26, 63 and Series 65. David is a Financial Fiduciary and is held to highest standards of which only a few advisers obtain. Dave’s diverse background as an owner of other businesses gives him the ability to see how a business needs to operate from an owner’s perspective. He has served as chairman of his church board of trustees and volunteers his time to financial literacy of youth, including Boy Scouts and local churches. David is the proud father of two grown sons. “I believe that helping others obtain their full potential through education and practical teaching should be everyone’s goal.”

Jackie Hopkins is a Financial Advisor with PFS Investments. Jackie maintains the following licenses: State Life and Health, Federal Licenses: Series 6, 26 and 63. She helps build personal financial security, as well as preparing people for successful retirements. She has successfully educated and positioned many clients to prepare for a successful retirement as well as preparing for legacy planning and generational wealth.

Jackie has an extensive background in banking and is also a paralegal. She is passionate about preparing and educating families about college planning and strategies to prepare them and their children financially. Jackie’s passion and focus also include educating women on financial literacy and the importance of a dedicated plan that needs to look different for every woman. She believes in helping people make “the rest of their life the best of their life.”
Both Jackie and Dave can assist clients in all states, and both are seeking to educate and impact lives in a positive way.

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