April 2019 Meeting: Best Practices for Beneficiary Designations

Date: Tuesday, April 23, 2019
Time: 4:30pm - 7:00pm
Location: Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
Speaker: Susan Mercure

The Estate Planning Council of San Diego Presents:

April 2019 EPCSD Meeting:
Best Practices for Beneficiary Designations
 

Date: Tuesday, April 23rd , 2019

Time: 4:30 P.M. to 7:00P.M.

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Brickstone

Parking: You can park on the street or in the hotel garage- we do validate parking for the garage.

 

Topic: 

Best Practices for Beneficiary Designations

What considerations should be made when selecting a beneficiary of retirement account?  This presentation will touch on the best practices to consider and several of the choices that are available to account owners when they work their advisors to select beneficiaries for their accounts.  There are a number of factors to consider to avoid unintended consequences and to achieve the true goal of the clients estate.  Whether to minimize taxes, stretch out distributions, or preserve other more tax-advantaged assets, we will explore key ideas to help you better serve your clients with these important decisions.

 

Speaker: 

Susan Mercure

 

Susan Mercure of the law firm Higgs, Fletcher & Mack LLP specializes in sophisticated estate planning and estate administration matters.  She has represented high net worth clients both in estate planning and estate and trust administration and is well regarded within our community.

 

Susan’s undergraduate degree is from Stanford University and she holds both a law degree and a Master of Law degree in tax. She has been a certified specialist in estate planning, trust and probate law for over twenty years and has been named to the 2017 “Best Lawyers” list published by U.S. News and World Report annually. Susan is active in the YMCA and is a past chair of Mission Valley YMCA’s board of management, the immediate past chair of the YMCA of San Diego County Board of Governors, and is chair elect of the YMCA of San Diego County Board of Directors.

 

Meal: 

Served: 5:30 PM to 6:30 PM
FIRST COURSE

TBD

ENTREE #1

TBD

ENTREE #2

Vegan Meal TBD

DESSERT

DoubleTree Famous Cookies

 

Please RSVP 

 by Thursday, April 18th, 2019

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

 

**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:

Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168

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