January 2018 Monthly Meeting

January 23, 2018 - Speakers:  Doyle Sanders & Christine Halbrook, “Beneficiary Designations (and other trouble spots) from the Lawyer’s Perspective"

In September we heard about what simple and flexible tools beneficiary designations can be from the view point of the Trust Officer and the Planned Giving Director. In January, we will learn about opportunities as well as cautionary tales in the use of beneficiary designations and other estate planning tools. Doyle Sanders and Christine Halbrook, estate planning attorneys at the law firm of Bradshaw, Fowler, Proctor & Fairgrave, P.C., will assure us that there are some technical requirements in estate planning which, if heeded, will bring benefit but which, if ignored, can cause big trouble. You just can’t make some of this stuff up.

Beneficiary Designations (and other trouble spots) from the Lawyer’s Perspective (1/23/18) APPROVED 1 PT

No need to RSVP.  If you are able to make please plan to join us.  We will check you in at the door!

Agenda

Networking and Coffee - 8:00 – 8:30 am
As a member/guest you are welcome to stop in the cafeteria and grab a beverage and breakfast snack prior to coming into the room.  At checkout simply let the cashier know you are with the MIPGC.

Education Program - 8:30 – 9:30 am
Regular monthly meetings of the MIPGC are held at Iowa Lutheran Hospital (corner of East University and Penn Avenue in Des Moines) on level B in the back of the cafeteria.

Members are encouraged to bring a guest or guests that would make a valuable addition to the group.  There will be no charge for potential members to attend up to two meetings per year.

We ask that you wear your respective work name badge to the meeting.  This allows other members and guests to immediately associate you with your organization!  If you do not have a name badge and RSVP for the meeting, we will have a generic nametag waiting for you,