April Meeting Information
Estate Planning: Be Prepared - Plan for your future and loved ones
Estate planning is the process of proactively making end-of-life decisions, protecting your assets so you can live your life and passing on your estate to those you love after you pass away. I will be discussing the different techniques and options for cultivating an estate plan that works for clients, as well as the effect and administration of different estate plan options after the death of the planner.
There will be a Q & A afterwards.
Guest Speaker:
Jacklyn Richins
2 CE for Licensed Professionals
When: Thursday, April 25, 2024
TIME: 5:30 - 7:30 p.m.
Cost: Members: $25.00
Non-Members: $40.00
Registration ends at 3:45 on April 25, 2024
There is no registration at the door.
Please call the office if you need assistance with online registration or wish to pay with a credit card over the phone.
COAR Building
2112 NE 4th Street, Bend - Conference Room
Please Call: 541.323.6110 with questions
About Jacklyn Richins:
Jacklyn has a passion for guiding members of her community and their families through potentially difficult life circumstances. She has an extensive background in guardianship and conservatorship proceedings, probate, estate planning and trust administration. Jacklyn assists clients with planning for taxable estates, negotiating settlement agreements for families experiencing extreme conflict and advising clients through every step in the process of complicated legal matters.
Cancellations/Changes and Refunds: Registration fees are non-refundable for non-attendance, late arrivals, and early departures. Fees will be refunded if cancellation or change resulting in a refund is received in writing no later than 1 week before the workshop date. After that date, fees are non-refundable. Substitutions are allowed at no charge.
COURSE MATERIALS DISCLAIMER
The content, information, opinions, and viewpoints contained in these educational materials and the information contained in the instructor’s presentation (collectively the “Course Materials”) are those of the authors, contributors and/or instructors of such materials. While Central Oregon Rental Owners Association (COROA) takes reasonable care to screen the credentials of the instructors, authors and contributors, COROA MAKES NO WARRANTY, EXPRESSED OR IMPLIED, as to the completeness or accuracy of the Course Materials. Persons who attend COROA classes and/or read the Course Materials (“Users”), use the Course Materials at their own risk, and COROA shall not be responsible for any errors, omissions, or inaccuracies in the Course Materials, whether arising through negligence, oversight, or otherwise. Also, laws change and COROA has no duty to update the Course Materials. Reliance on the Course Materials is strictly at your own risk. The Course Materials are general in nature and not intended as legal advice. Even if specific fact situations are discussed in the Course Materials, and even if the instructor is an attorney, Users must retain their own legal counsel if they desire legal advice. COROA specifically disclaims any warranties, express or implied, including implied warranties of merchantability or fitness for a particular purpose. The Course Materials are provided “AS IS” and it is the User’s job to evaluate the accuracy of any information contained therein. If a User is a property management professional, you should rely on your professional judgment in evaluating any and all Course Materials, and confirm the information contained in the Course Materials with other sources and your own legal counsel before undertaking any actions based on it. If you are not a management professional, you should evaluate the information together with your professional advisors.
COROA reserves the right to refuse registration/admittance to non-members.
