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Public Events

LEAVE A LEGACY® Public Forum
Estate Planning for Everyone

Free and open to the public, Everyone is invited!

Tuesday, May 4, 2010, 5:30 pm


Willamette University Law School

245 Winter St. SE

Salem, Oregon

 

Refreshments will be served.

 

Americans are very generous people. They give annually to their favorite nonprofit organizations. But research says that only about 40 percent of them have written a will, and less than 10 percent of them plan to leave gifts to nonprofits when they die. LEAVE A LEGACY® encourages all Americans to do some estate planning and to make their favorite causes beneficiaries of those plans.

 

For the sixth year, estate-planning professionals and nonprofit organizations present "Estate Planning for Everyone," an evening forum for the discussion of estate planning and charitable giving issues.

 

There is no admission fee, no reservations are required, and there will be plenty of time for questions. Please plan to attend.

 

TOPICS AND PRESENTERS

Our panelists will discuss three case studies that are typical of issues facing many in our community.

 

Scenario #1:

Timothy is single and under 40. He has a steady job and some savings and a retirement account. After a friend had a serious accident, he became concerned about his fi nancial and legal affairs. He is estranged from his family and wants his wishes observed. He also has questions about his student loans, emergency funds, retirement planning and disability insurance. Who would make medical decisions for him if he wasn’t able to? How would his bills get paid? What would happen?

 

Scenario #2:

Michelle and Gary are sister and brother in their late 40s and early 50s. Their parents are elderly and can’t manage their fi nancial affairs any longer. The parents set up a trust in the past. In the past, the parents were contributors to several charities. What are the steps that Michelle and Gary need to take in order to handle their parents’ fi nancial affairs?

 

Scenario #3:

Dennis and Jill are in their early 60s. Their major assets are their house, IRA accounts and retirement plans through their employers. They want to set up their estate plan. They have heard about Roth IRA conversions. They have been volunteers in various charitable organizations and do want to provide funds to those organizations when they die. Would a Roth conversion make sense for them? What else do they need to consider in their planning?

 

OUR PANELISTS

John D. Hawkins, Attorney and Certified Public Accountant

Barbara Jo Smith, Attorney and Heltzel Williams

Barbara Hacke Resch, Financial Advisor; Morgan Stanley Smith Barney

 

SPONSORS

Leave A Legacy of the Mid-Willamette Valley

Virgil T. Golden Funeral Service

Willamette Valley Estate Planning Council

Mid-Valley Development Professionals

Northwest Planned Giving Roundtable

Salem Hospital Foundation

Willamette University

Chemeketa Community College

The Oregon Community Foundation

Sprague High School Web Dept