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March 17, 2020 Lunch Presentation

  • 17 Mar 2020
  • 11:15 AM - 1:00 PM
  • Sheraton Crescent Hotel, 2620 West Dunlap Avenue, Phoenix AZ 85021

Registration

  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing info@pgrtaz.org or calling 602-840-2900
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

"It's All in The Family...What's a Family?

Estate Planning and Trust Management

for a Brave New World"


  R. Hugh Magill

  Vice Chairman

  Northern Trust



This presentation will:

  • Survey of the predominant traits of the generations represented in today’s estate planning process (the Greatest, Boomer, Gen X and Millennial generations);
  • Examination of changes in marriage and family structures, changes in family governance, the increasing cultural diversity of today’s families, artificial reproductive practices, and assumptions about life expectancy and mortality;
  • Exploration of approaches to estate planning and wealth allocation, modifications of trust design, and issues in the allocation of fiduciary responsibility which are better aligned with the needs of modern families;
  • Exploration of issues associated with increased longevity; and
  • Examination of the ways in which attorneys and fiduciaries can assist families in building more effective protocols for family collaboration and decision making

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Please note:  Members  who cannot attend, now have the ability to send a substitute in their place at the member registration level.

11:15am Registration

11:25am Lunch

12:00pm:  Presentation

1:00pm:  Adjourn

We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $40.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.

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Many Thanks to our Lunch Partner!


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Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......



Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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