IN PERSON Basic Estate Planning & Special Needs Trust Overview

300 North 18th Street,Phoenix AZ 85006

18 May, 2023

Description

IN PERSON Preparing for the Future: Basic Estate Planning & Special Needs Trust Overview Attendees will gain a basic understanding of estate and special needs planning documents. Participants will also learn how a will, trust and a special needs trust and other documents ensure that your estate is in order and your loved ones are safe. Additionally, participants will learn ways to leave their legacy to their families and community. Lunch will be provided to in-person attendees. SCHEDULE: 11:30-12:00 p.m. | Check in (lunch will be provided) 12:00-1:00 p.m. | Presentation LOCATION: This workshop will be held at SARRC's Campus: 300 N 18th Street, Phoenix, AZ 85006. PRESENTED BY: Emily Kile, Attorney, Kile Law Firm, PLLC EVENT CONTACT: Beth Salazar, SARRC Planned Giving Manager [email protected] or 602.606 9876 Thanks to SARRC’s Planned Giving Professional Advisory Council for coordinating this workshop: • Karen Starbowski, Chairperson of SARRC’s PAC Council • Emily Taylor, Taylor & Lihn PLLC, Vice-Chairperson of the Council • Dave Binsfeld, General Southwest Insurance Agency • Heather Bull, The Families Advocate • Elana Campbell, Intentional Students • Matthew Cherry, ABLE Financial Group • Robin Cochran, Trellis • Mike Gombrich, Affirm Wealth Advisors • Charlotte Johnson – Davis Miles McGuire Gardener • Emily Kile – Kile Law Firm • Stephanie King, Charles Schwab • Kelly Kral, dyer Bregman & Ferris, PLLC • Jill McIlroy, Arizona Community Foundation • Hannah Malinski, Zia Trust • Troy McNemar, McNemar Law Offices, P.C. • Jackie Orcutt – CBRE Industrial Brokerage • Rachel Page, CFP • Jay Parke – Walker & Armstrong LLP • Megan Selvey – Bivens & Associates, P.L.L.C. • Annette Stertzer – Bank of America, N.A. – US Trust • Lisa Sullivan, Trust Bank • Janet Tubbs – Insurance Professionals of AZ • Jacquie Weflen, TFO Phoenix