Event
SSPGC July 18, 2018 Luncheon Meeting
SSPGC 7/18/18 Meeting: Tales from the Trenches What happens when Estate Planning goes Awry? Disputes from the best of intentions
Your client your donor your family! We all do our best to help devise and design planned gifts that meet the client/donors intentions and wishes. But sometimes in gift planning, estate planning or administration of those plans, things dont always go as smoothly as everyone hoped.
To make matters worse, what if there was poor planning, no planning or estate instructions that some heirs didnt like? What if the best intentions of the deceased didnt resonate with the family? What if all the planning was done with care, but there was still unhappiness because the size of the estate decreased or increased drastically? How does it all get resolved?
GREAT QUESTIONS! We have assembled a knowledgeable and experienced group of presenters to cover the subject from three different points of view and, yes, they will bring stories from the trenches.
Join us for this engaging and all-to-common experience to learn what these professionals have done bring your questions and expect honest answers!
Learn from Bob Pittman JD, Estate Planning Attorney; Kaarin Austin JD, Director of Gift Planning; Jeff Myers, Trust Officer as they explain what happened and how they worked to resolve the disputes and disagreements. See what works and what doesnt.
WHAT: Tales from the Trenches What happens when Estate Planning goes Awry? Disputes from the best of intentions
WHEN: Wednesday, July 18, 2018 | 11:30 AM-1:00 PM
WHERE: LaQuinta Inn; Conference Center | 1425 E. 27th Street, Tacoma, WA 98421 | (253) 383-0146 | Conference Center (N. End of Hotel, on Portland Ave. side)
WHO: Bob Pittman JD, Estate Planning Attorney, Law Offices of Robert C. Pittman
Kaarin Austin JD, Director of Gift Planning, Pacific Lutheran University
Jeff Myers, Trust Officer, US Trust/Bank of America
COST: SPGC and WPGC Members: $20 | Non-Members: $30
LUNCH CHOICES:
1. Tender Beef Filet Tips in a rich gravy over penne pasta and mixed vegetable medley
2. Chefs Salad with sliced turkey and ham, cheddar and swiss cheese, diced tomato and cucumber with side of ranch dressing
3. Vegetarian Stir Fry rice with vegetable medley in teriyaki glaze
**All meals come with rolls, butter, coffee and iced tea.
You must register online for this event. Pay by credit card through PayPal or choose Pay at Door.
We hope to see you on July 18th at La Quinta 11:30 AM 1:00 PM for this interesting and timely presentation.
Todd Blodgett JD, President and
Rick Oldenburg, Executive Director
South Sound Planned Giving Council
Officers:
Todd Blodgett JD, President; Eisenhower Carlson
Mary McNally CPA, Treasurer; Johnson Stone Pagano
Robin Echtle, Secretary; Tacoma Lutheran Retirement Foundation
Board members:
Jon Calder, Owner; Calder Consulting
Emma Conway, Development Director, Boys & Girls Clubs of S. Puget Sound
Ali Criss CFP, Managing Partner; Financial Insights
Doug Page CAP, Executive Director of Gift Planning; Pacific Lutheran University
Tom Ryan, Sr. Director, BNY Mellon Wealth Management
Norma Schuiteman, Executive Director, Community Foundation of South Puget Sound
Blake Smith CPA, The Doty Group
Alison Yeager, Trust Officer, Regional Director, Union Bank
Emeritus Board members:
Ed Larson, retired, Planned Giving Specialist; Pacific Lutheran University
FUTURE MEETING DATES:
Wednesday, August 15th
FRIDAY, SEPT 28th PHILANTHROPY SUMMIT 8am-3pm Elks Event Center, Tacoma
Presented jointly by the South Sound Planned Giving Council and the Association of Fundraising Professionals, South Sound Chapter
Wednesday, October 17th
Wednesday, November 21st
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LocationLaQuinta Inn; Conference Center (View)
1425 E. 27th St
Tacoma, WA 98421
United States
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