Estate Planning 101 for Animal Lovers

Thursday, December 7th 10:00 – 11:30 a.m.

The Humane Society for Tacoma & Pierce County
2608 Center Street, Tacoma, WA 98409

This complimentary session will feature Chad Proctor, Senior Fiduciary Specialist for BNY Mellon Wealth Management, and Amanda Nathan, estate planning attorney at Gordon Thomas Honeywell LLP, for an in-depth presentation where you will learn about:

· The four key estate planning documents everyone should consider
· Wills – maintain control of assets during your lifetime
· Trusts – save on taxes while planning for the future
· Donor-Advised Funds – make a donation, support your favorite charity, and grow the funds
· Life Insurance – protecting your beneficiaries and supporting your favorite charities tax-free

Chad Proctor, JD, LLM, CTFA

Chad Proctor is a Senior Fiduciary Specialist for BNY Mellon Wealth Management. In this role, he works directly with clients to address their investment and wealth management needs. Chad has more than 17 years of experience in the financial services industry as a fiduciary specialist, trust advisor, and estate officer. Chad received a bachelor’s degree from The University of North Carolina at Chapel Hill, JD from Saint Thomas University, and LLM in Tax from the University of Washington.

Amanda Nathan, JD

Amanda is a partner in the Trusts & Estates group at Gordon Thomas Honeywell LLP, where her law practice focuses on tax-advantaged estate planning, probate, and trust administration. She is a Tacoma native and a past board member at The Humane Society for Tacoma & Pierce County. Amanda and her family are proud two-time “failed fosters”, having recently adopted their second German Shepherd, Winnie.

Seating is limited and fills up quickly, so please reserve your spot by completing the form below or by contacting Ashley Taulbee, Chief Philanthropy Officer, at [email protected]” or 253-284-5833

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