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Estate Planning Seminar
March 10 @ 5:00 pm - 6:30 pm
Make 2022 the year you make a plan for your loved ones, both two and four-legged! Join us on Thursday, March 10 from 5:00 pm – 6:30 pm for information on how to protect yourself, your family, and your pets! We’ll cover several topics to assist with your planning including:
- Introduction to wills and trusts
- Pet trusts
- Planning for your pets to be taken care of after you are gone
- How your advance planning can help Nevada SPCA help other animals
- Retirement and tax planning strategies
- How to gift securities and real estate and pay no capital gains tax
- How to take IRA distributions and pay little or no income tax on them
Space is very limited. Please RSVP here: https://nevadaspca.app.neoncrm.com/np/clients/nevadaspca/eventRegistration.jsp?event=3
Shannon Evans is a tax and estate planning attorney & is licensed in both Nevada & California. Shannon is a member of PBS planned giving committee. She also is published & lectures for Ed Slott’s IRA Advisor about planning with Retirement assets. Shannon has a menagerie of animals, including horses, a mini donkey, cats & chickens.
Tina Walls’ practice and expertise focus on estate planning, asset protection, business transactions, real estate, and probate. She has lectured for the National Business Institute on probate practice in Nevada and also presents to audiences on various asset and estate planning concepts and techniques. She is a member of the State Bar of Nevada Trust and Estate Section, Nevada International Women’s Forum, and Southern Nevada Estate Planning Council. Clients of Walls Law Firm are officially greeted by her cat Butters, a “Cattorney-at-Law”.
Rebecca MacDonald is the Co-Founder and Chief Compliance Officer for Endowment Partners, LLC. As a founder of Endowment Partners LLC, she is committed to the mission of supporting nonprofit organizations on the journey to financial sustainability in order to expand the capacity for service impact. In her role, Becky is responsible for overseeing the ongoing management of the firm, client relationships, and investment management.