Leave A Legacy Mid-Willamette Valley

Public Events

LEAVE A LEGACY® Public Forum

Free and open to the public, Everyone is invited!

Tuesday, May 6, 2008, 5:30 pm

Willamette University Law School

245 Winter St. SE

Salem, Oregon

Refreshments will be served.

Americans are very generous people. They give annually to their favorite nonprofit organizations. But research says that only about 40 percent of them have written a will, and less than 10 percent of them plan to leave gifts to nonprofits when they die. LEAVE A LEGACY® encourages all Americans to do some estate planning and to make their favorite causes beneficiaries of those plans.

For the fourth year, estate-planning professionals and nonprofit organizations present "Estate Planning for Everyone," an evening forum for the discussion of estate planning and charitable giving issues.

There is no admission fee, no reservations are required, and there will be plenty of time for questions. Please plan to attend.

TOPICS AND PRESENTERS

Our panelists will discuss four case studies that are typical of issues facing many in our community.

Scenario #1:

Tom and Jane are in their seventies. They have considered getting married but cannot afford to get married as Jane would lose the pension she receives from her deceased husband's former employer. They want to protect each other and have heard about the new domestic partnership law. They live in Jane's house and she doesn't want Tom to have to leave the home if she dies first. Tom sold his house when he moved in with Jane. He invested the proceeds from the sale of the house.

Scenario #2:

Jack and Jill are a married couple in their late 50's. They are comfortable but do not consider themselves wealthy. They have a house, some other investments and money in an IRA and 401(k). Their children are secure in their professions and do not need any financial help. Jack and Jill are active in the community and would like to leave some of their estate to charities. This is a second marriage for both. They each have children from prior marriages and have one child together. They have heard about living trusts and want to provide for each other, their grandchildren's education costs, and charities. However, to keep peace in the family and not burden anyone, they don't want to ask any one of the children to serve as a trustee.

Scenario #3:

Bill is a farmer. He is retiring. He owns the farm land which has a very low tax basis and a high market value. He is interested in doing something charitable but needs income. What are some options he should consider?

Scenario #4:

Cindy is a professional in her 40's. She has never been married and has no children. She wants to plan for the future.

OUR PANELISTS

Kathy Evans, Attorney

John D. Hawkins, Attorney and Certified Public Accountant

Barbara Jo Smith, Attorney

Mary Way, Certified Financial Planner



Home About Us Leave A Legacy Why Give How to Give Donor Stories Public Events Speakers Bureau Contact Us	Public Events LEAVE A LEGACY® Public Forum Free and open to the public, Everyone is invited! Tuesday, May 6, 2008, 5:30 pm Willamette University Law School 245 Winter St. SE Salem, Oregon Refreshments will be served. Americans are very generous people. They give annually to their favorite nonprofit organizations. But research says that only about 40 percent of them have written a will, and less than 10 percent of them plan to leave gifts to nonprofits when they die. LEAVE A LEGACY® encourages all Americans to do some estate planning and to make their favorite causes beneficiaries of those plans. For the fourth year, estate-planning professionals and nonprofit organizations present "Estate Planning for Everyone," an evening forum for the discussion of estate planning and charitable giving issues. There is no admission fee, no reservations are required, and there will be plenty of time for questions. Please plan to attend. TOPICS AND PRESENTERS Our panelists will discuss four case studies that are typical of issues facing many in our community. Scenario #1: Tom and Jane are in their seventies. They have considered getting married but cannot afford to get married as Jane would lose the pension she receives from her deceased husband's former employer. They want to protect each other and have heard about the new domestic partnership law. They live in Jane's house and she doesn't want Tom to have to leave the home if she dies first. Tom sold his house when he moved in with Jane. He invested the proceeds from the sale of the house. Scenario #2: Jack and Jill are a married couple in their late 50's. They are comfortable but do not consider themselves wealthy. They have a house, some other investments and money in an IRA and 401(k). Their children are secure in their professions and do not need any financial help. Jack and Jill are active in the community and would like to leave some of their estate to charities. This is a second marriage for both. They each have children from prior marriages and have one child together. They have heard about living trusts and want to provide for each other, their grandchildren's education costs, and charities. However, to keep peace in the family and not burden anyone, they don't want to ask any one of the children to serve as a trustee. Scenario #3: Bill is a farmer. He is retiring. He owns the farm land which has a very low tax basis and a high market value. He is interested in doing something charitable but needs income. What are some options he should consider? Scenario #4: Cindy is a professional in her 40's. She has never been married and has no children. She wants to plan for the future. OUR PANELISTS Kathy Evans, Attorney John D. Hawkins, Attorney and Certified Public Accountant Barbara Jo Smith, Attorney Mary Way, Certified Financial Planner SPONSORS Leave A Legacy of the Mid-Willamette Valley Virgil T. Golden Funeral Service Willamette Valley Estate Planning Council Mid-Valley Development Professions Northwest Planned Giving Roundtable Willamette University Chemeketa Community College Western Oregon University