SOUTH SOUND CHAPTER

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Thursday, July 10th 2014 8-9am    *Recurring every 2nd Thurs. of the month  unless otherwise posted.

Board Meeting - Any Chapter members are welcome to join us! Please let Jenna know so she can make sure we have enough seats!

Location: Taylor Thomas Insurance 3401 S. 19th St. Suite 200 Tacoma WA 

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Thursday, August 14

Time:  11am to 2pm 
Place:  State Farm – Tacoma Operations Center 909 A St Tacoma, WA 98402 ‎
 

Time:   11am – 2pm – brown bag lunch with 2 hour video presentation

Topic:
 
Estate Planning for the Modern Family
Program Overview
With the demise of DOMA the modern family is being redefined. Through short "based-on-fact" vignettes this program will focus on three varieties of the traditional marriage: the blended family (both spouses are divorced; there are children from his first marriage as well as children from their present marriage); the non-US citizen spouse; and the same-sex union couple. The program will highlight the complicated issues these unions create and offer estate planning solutions for today's varied unions between individuals. 
Attendees will learn:
  • The use of the Credit Shelter Trust for the benefit of the current spouse in the blended family
  • How the Qualified Terminal Interest Trust minimizes taxes for the US citizen spouse in the non-US citizen spouse union
  • The relevant estate planning issues in states that do and do not recognize same sex marriages (Portability vs. Credit Shelter Trusts; Qualified Resident Domestic Order; life insurance in an ILIT, etc.)
Who should attend?

 

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.  This is an intermediate to advanced level discussion of financial planning topics.

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DVD Rentals available 24/7
Call Randy Melquist at 253-759-6922 to reserve a DVD for only $10 for a one-week rental. A $100 deposit is fully refundable. This is a MEMBERS ONLY OPPORTUNITY.

If you thirst for knowledge, but already have your continuing education credits for licensing and PACE, this is a great membership only benefit! This is the same top-notch presentation as the videoteleconferences that you have known for many years that used to be priced at $70 for members!