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Formerly known as Planned Giving Round Table of Arizona


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January 21, 2014-Breakfast Program and Committee Sessions

  • 21 Jan 2014
  • 7:30 AM - 9:45 AM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ 85014


  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed
"Estate Planning for Non-Traditional Families"
  Michael J. Tucker
  Michael J. Tucker, P.C.

Program Description:

Michael Tucker will explore issues for Arizona trusts in light of the Windsor and Hollingsworth cases.  These cases have shaken fundamental assumptions about estate planning for nontraditional families.  Even more critical are the resulting policies being formulated by federal agencies, from the Pentagon and the Office of Personnel Management to the IRS and the Department of Labor.  This seminar will provide context for charitable planning giving for affected individuals and also cover beneficiary designations for IRAs and qualified plans in light of these cases and the emerging policies. 


7:15am Registration

Committee shirt sleeves sessions and breakfast until 8:05am

8:10am:  Program Presenter commences

9:10am:  Presenter concludes

Dialogue with presenters and complete Shirt Sleeves Session until 9:30am

9:30am:  Adjourn 
 Many Thanks to our Breakfast Series Sponsor!

Last minute cancellations:  If you find you cannot attend, an e-mail to 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.......

Arizona Charitable Gift Planners

  602.840.2900 X1

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