Wed Mar 24, 2010 5:30 PM
March Dinner Meeting
March 24, 2010
Sutter Club, California Room
1220 Ninth Street
Agenda:
- Registration/Cocktails begins at 5:30 p.m.
- Dinner 6:15 p.m.
- Presentation 7:00 p.m. - 8:00 p.m.
Cost:
- Member: $50 (registration at the door is $60)
- First time meeting for guest eligible for membership ($60)
- Second meeting for guest eligible for membership ($60)
- Guest not eligible for membership ($60)
Drink Tickets (alcoholic beverages only): $6 each (PLEASE NOTE THAT IF YOU ARE DRINKING SODA YOU DO NOT NEED TO PURCHASE A DRINK TICKET. THESE ARE COMPLIMENTARY.)
Registration will close on Monday, March 22.
Refund Policy: Sacramento Estate Planning Council has a 48 hour cancellation policy for dinner events.
Estate Planning for the Unmarried Adult Relationship
Speaker:
Wendy S. Goffe, Shareholder,
Graham and Dunn, Seattle, WA
Summary:
This presentation will cover issues affecting unmarried couples that have chosen not to marry or cannot marry for legal reasons. This presentation will examine the planning that can be done to minimize taxes and ensure that the disposition of assets at death or dissolution of the relationship occurs as intended, as well as provide for guardians of minor children and appropriate agents to handle financial matters and make medical decisions in the event of disability. This presentation will also examine some of the domestic partnership, civil union, and other similar statutes nationally, and the rights and responsibilities they provide. Wendy is an ACTEC Fellow, Adjunct Professor at Seattle University Law School, nationally recognized speaker, advisor and member of various national non-profit and charitable boards, and co-author of “Estate, Tax, and Benefits Planning for Unmarried Couples,” American Bar Association, 2009.
Menu
Soup: Chef’s Soup Du Jour
Poultry: Ebony Grilled Quail with Stir Fried Basmati Rice, Almonds, Currants and Caramelized Citrus Juice (WILL NOT BE AVAILABLE AFTER 12PM, FRIDAY THE 19TH)
Fish: Poached Salmon with Steamed Potato, Asparagus and Watercress Cream
Vegetarian: Pasta Primavera
Dessert: White Chocolate and Raspberry Parfait
Additional Resources
Register Now!
For More Information
Add this event to Outlook
Helpful Hint - To add event details to your Outlook calendar, click on the "Add to Outlook" link, then click open when prompted to do so. Then save it to your calendar.
Events
