Free

Preparing for the Future: Estate Planning & Special Needs Trust Overview

Event Information

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Date and Time

Location

Location

SARRC’s Sybil B. Harrington Campus for Exceptional Children

300 North 18th Street

Phoenix, AZ 85006

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Event description

Description

Free Workshop

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. Plus, learn how you can leave your legacy to your family and community.

Program Presenters - Attorneys

Emily Kile, Kile & Kupiszewski Law Firm, LLC | Meg Selvey, Bivens & Associates, PLLC

Event Schedule:

Thursday, December 5, 2019

Check-in/lunch provided: 12:00-12:30 p.m.

Program Presentation: 12:30-1:30 p.m.

Event Contact:

Beth Salazar, SARRC Planned Giving Manager

bsalazar@autismcenter.org or 602.606 9876

Organizer:

SARRC Planned Giving Professional Advisory Council

Jacquie Weflen, TFO Phoenix – Council Chair

Stephanie King, Charles Schwab – Council Co-Chair

Allyson Nearly Califano – Plattner, Schneidman, Schneider & Jeffries

Chadwick Campbell – Thomas Title & Escrow

Andrea Claus – Bivens & Associates, P.L.L.C.

William Dolan, US Bank – Charitable Services Group

Russ Goldstein – U.S. Trust – Bank of America

Laurence Gross – Foresters Financial services, Inc.

Tiffany T. House - Gift Planning Institute

Randy Huston - Yellowstone Trust Administration

Lindsey Jackson – FineMark National Bank & Trust

Charlotte Johnson – Davis Miles McGuire Gardener

Emily Kile – Kile & Kupiszewski Law Firm

Cathy Knapp – Fraser Ryan Goldberg & Arnold

Edwin Knight – House of Refuge

Robin Cochran Kruger – Christian Care

Kimberly Kur – Arizona Community Foundation

Jena Lugo – First International Bank

Lori Lashley – Zen Freelance Fiduciary Solutions

Barbara Loutos – Loutos Consulting

Troy McNemar – McNemar Law Offices, P.C.

Regeanna Mwansa – Financial Services

Jackie Orcutt – CBRE Industrial Brokerage

Dan Owens – CoBiz Wealth

Jay Parke – Walker & Armstrong LLP

JW Robison – Edward Jones

Megan Selvey – Bivens & Associates, P.L.L.C.

Bart Stevens – Special Needs Planning

Karen Starbowski – MassMutual Arizona

Annette Stertzer – Bank of America, N.A. – US Trust

Emily Taylor – Emily R. Taylor Attorney, PLLC

Janet Tubbs – Wealth Management Partners

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Date and Time

Location

SARRC’s Sybil B. Harrington Campus for Exceptional Children

300 North 18th Street

Phoenix, AZ 85006

View Map

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