What’s Changed

What's Changed

Join Us for “What’s Changed?”  
A Planned Giving Presentation

Thursday, September 23, 2021
11:30 a.m. – 12:30 p.m.

You’ll benefit by attending this informative session if:

You enjoy giving.

You know you want to make a difference and you know your support can help change lives.  After you’ve taken care of your family, you feel it’s important to take care of your community.

You have questions. 
Recent changes in the tax law and estate planning may have created some confusion regarding how to plan appropriately.

You want answers.
You’ve worked hard your entire life. Before you give a legacy gift, it’s important to understand all that goes into leaving a legacy gift. That’s why we have assembled a panel of legacy giving professionals to talk to you about recent changes in laws, provide helpful tips to take guess work out of your planning, and answer any questions you may have.

Benefits of attending.
Our panel of guest speakers will walk guests through different scenarios while discussing and answering your questions on topics including:

  • Recent Changes in Tax Law That Affect Estate Planning
  • Other Reasons to Review your Estate Plan
  • Importance of Life Insurance Policies – do you need one?
  • Role of a Fiduciary

RSVP today for this informative event

Date: Thursday, September 23, 2021
Time: 11:30 a.m. – 12:30 p.m.

Location: This event will take place virtually via Zoom (lunch will still be on us! We will email a Door Dash gift certificate to those who attend post event)

RSVP to: Register online

Questions: Contact Megan Laurie Director, Legacy Giving mlaurie@ucpsacto.org or 916.283.8312

Want to submit your questions prior to the event? Email Megan at mlaurie@ucpsacto.org

We look forward to answering your questions while providing you with valuable information on laws and codes that can impact your legacy!

About our Panelists:

Allison Pedrazzi

Associate Attorney with Weintraub Tobin
Specialization in Trusts & Estates

Rebecca Gardner

Attorney, HMS Law Firm LLP 
Specialization in Estate and Business Planning

Bill O’Keefe

Executive Vice President, InterWest Insurance

Alysia Corell

Vice President, Personal Trust Officer, Exchange Bank






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Megan Laurie

Director of Legacy Giving


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