Issue link: https://digital.copcomm.com/i/822129
PATRONS | Spring 2017 17 MAY 13 THE WHAT AND WHY OF ESTATE PLANNING • What is an estate plan? • How does an estate plan work? • Estate tax planning concepts to consider for your trust PRESENTERS: Stephanie Bezner, Attorney, Christian Cordoba, Financial Consultant ATTEND A PROFESSIONAL ADVISORY COUNCIL MONTHLY SEMINAR Navigating personal financial situations requires a reliable compass. Torrance Memorial Medical Center's Professional Advisory Council (PAC) will keep you on course. PAC is a volunteer group of attorneys, financial planners and CPAs brought together by the mission of educating the community on the benefits of charitable tax and estate planning. As part of PAC's community outreach, this group of professionals has volunteered their time to conduct a series of informative, interactive and educational seminars on a variety of financial topics. ese free seminars are strictly educational—no products or services will be sold to attendees. Sessions: Saturdays, 9 to 11 a.m. Complimentary continental breakfast Location: Torrance Memorial Medical Center, Richard B. Hoffman Health Conference Center RSVP to Torrance Memorial Foundation at (310) 517-4728 Sharpen Your Financial Saw FUTURE FOCUS Changes to topics and presenters are not likely, but possible. JUNE 10 THE PRUDENT INVESTOR - PANEL • Where are the best opportunities for investors today? • Should you reallocate your investments as you get older? • How do you generate income when interest rates are historically low? PRESENTERS: Mark Tsujimoto, Moderator, Greg Becker, Attorney/Real Estate Professional, Gregory Schill, CFP® JULY 8 DO YOU REALLY NEED A LONG-TERM CARE PLAN? A PANEL DISCUSSION • What type of long-term care services will I need and what will they cost? • What are my options for long-term care insurance? • Am I eligible for other benefits through Medi-Cal? PRESENTERS: Cristin Rigg, CFP®, CDFA™ Sylvia Thompson, Life Care Mgr. Andrew M. Meinzer, Attorney AUGUST 12 BOOT CAMP FOR EXECUTORS • Key concepts and terms in plain English • Duties and responsibilities of the settlement process • Preparation today to mitigate challenges in the future PRESENTERS: Suzanne Grudnitski, Prof'l Fiduciary, Kazuaki Uemura, Attorney SEPTEMBER 9 USING LIVING TRUSTS TO ACCOMPLISH YOUR ESTATE PLANNING GOALS – IT ISN'T JUST ABOUT AVOIDING PROBATE • Protecting heirs from effects of divorce, bankruptcy, creditor claims, substance abuse, consumer spending and special-needs issues • Motivating heirs to achieve goals using incentive trusts • Designing plans to maximize flexibility in a shifting tax landscape PRESENTERS: Eric Harris, Attorney, Ron Miller, Professional Fiduciary OCTOBER 14 ESTATE PLANNING CHECKLISTS TO NAVIGATE END OF LIFE • Breaking down the work of executors and successors into smaller bites • What is urgent versus what can wait • How being prepared will be the greatest gift you can give PRESENTERS: Sylvia Thompson, Life Care Manager Stephen Connors, CFP® MEMBERS OF THE 2017 TORRANCE MEMORIAL PROFESSIONAL ADVISORY COUNCIL (PAC).