What It Could Mean for You and Your Family
that and other questions and answers about wills, trusts, probate and estate planning.

CO-PRESENTERS from The Beck Law Group, P.C.: Alma Soongi Beck, Esq. Joseph Ferrucci, Esq. LOCATION: The Glen Park Library, 2825 Diamond Street, San Francisco DATE: Saturday, May 22, 2010 from 3:00 p.m. – 4:30 p.m. and Thursday, May 27, 2010 from 5:30 p.m. – 7:00 p.m. DESCRIPTION: The laws affecting estate taxes have changed considerably over the last several years. There is currently NO estate tax for estates of people who pass away in the year 2010. However, most experts believe that an estate tax could be imposed by Congress later in the year and if so, could be retroactive as far back as January 1, 2010. This presentation will cover estate taxes and other questions and answers about wills, trusts, probate and estate planning for individuals, couples, and families of all orientations. RSVPs strongly recommended, but not required. To RSVP, please fill out form below, or call Jeriel at (415)584-9930. Feel free to forward to others who you think might be interested in attending.

This workshop is co-presented by Cathy Sakimura (NCLR) and Alma Soongi Beck (The Beck Law Group, P.C.)

The laws affecting LGBTQ people and their families have changed considerably over the last several years. It is very important for people and their families to know their legal rights and to take steps to make sure that their rights are protected. This presentation will cover domestic partnerships, marriage, protecting parental rights, capital gains and property taxes, and estate planning.

Registration: Click Here

When: Nov 4, 2009, 6:00 pm – 8:00 pm

Location: SF LGBT Community Center
1800 Market Street
San Francisco

See Map: Google Maps

http://www.ourfamily.org/event/dealing-legal-uncertainty-estate-planning

Presented by Alma Soongi Beck, Esq.

LGBTQ families have been hit with dramatic changes and uncertainty about our rights. This seminar will deal specifically with the property and estate planning issues faced by LGBTQ couples and families of all ages and income levels. We will discuss the basics of wills, trusts, and powers of attorney and what issues might need to be revisited for those of us who may already have documents.

To register for this event, click here.

When: Feb 26, 2009, 6:00 pm – 8:00 pm

Location: The SF LGBT Community Center 1800 Market Street at Octavia Boulevard San Francisco

Saturday, February 21, 2009
10:00 a.m. to 4:00 p.m.
San Francisco LGBT Community Center
1800 Market Street (@ Octavia)

RSVP to econdev@sfcenter.org
Admission is free but space is limited.
Lunch will be provided.

LGBT Economic Empowerment Day is a full-day event consisting of expert panelists, diverse financial workshops, and a trade show. The event will bring together community members of all ages, in differing financial stages in their lives, to promote financial literacy, growth, and self-sufficiency.

• "First Act," featuring Bank, on San Francisco, Saundra Davis, and Doug Rice, will address the financial needs of low income and young community members.
• "Second Act," featuring a program on Family Economics and a discussion about where the economy is headed, will provide sessions geared toward professionals who need to develop strategies to secure their assets.
• "Encore," featuring openhouse, will address housing and financial planning issues and the concerns of seniors and soon-to-be retirees.

This year’s keynote speakers include:

• Reverend Cecil Williams, Pastor of Glide Memorial United Methodist Church
• Saundra Davis, Sage Financial Solutions
• Panel of LGBT community members who will share their success stories and offer insights of how to financially succeed in these difficult times discuss their successes despite the turbulent economy.

Free Childcare is Available! RSVP to 415.865.5639 or KidSpace@sfcenter.org

Free book to the first 150 people to arrive: You’re Nothing but a Number – Why achieving great credit scores should be on your list of wealth building strategies, by John R. Ulzheimer

Thanks to the many organizations cosponsoring this event, including: Office of the Treasurer, Bank on San Francisco, Wells Fargo, MJM Management Group, Bank of America, Spectrum Federal Credit Union, openhouse, Positive Resource Center, Consumer Credit Counseling Service of San Francisco, GGBA, Jewish Vocational Service, and the Willows Inn.

Now, more than ever, people need answers and strategies to address their financial concerns including living on a budget, reducing debt, rebuilding after a crisis, home ownership, senior housing, and planning for retirement. Don’t miss out on this important day!

The San Francisco LGBT Community Center is located at 1800 Market Street (@ Octavia). Call 415-865-5515 if you have any questions.

Alma Soongi Beck will be one of the featured speakers at The Philanthropy Luncheon, hosted by The Horizons Foundation (www.horizonsfoundation.org). Title: “How Does California [Same Sex] Marriage Change Your Estate Plan?” Many questions come up for couples who are either now legally married or who are thinking about getting married, especially with the changed legal situation in the State of California.This panel of LGBT estate planning experts will help explore the questions related to estate planning and charitable gifting. This session will explore estate planning issues and techniques for LGBT couples and families wanting to provide for loved ones and maximize their charitable interests.

Thursday, July 24, 2008, 12:00 – 1:30pm *NEW* Location: Omni Hotel 500 California Street, Union Square Room San Francisco, CA

If you are interested in attending this seminar, or want to pass along this information to someone you know who would be, click here to see the flyer for details. Space is limited. RSVP is required. RSVP by July 18 to Horizons Foundation at (415) 398-2333 x115, or email events@horizonfoundation.org

Presentation for Financial Title Company April 23, 2008 6:30pm – 8:30pm

Property Vesting for Non-Married Co-Owners and Domestic Partners: Critical Taxation Issues that Effect your Clients When They Buy, Own and Sell Real Property. The seminar will be held at Fort Mason Center, Building A, Golden Gate Conference Room. Food and beverages will be provided. If you are interested in attending, please request further information and RSVP to Jeannie Q. Gant, at Financial Title Company, jgant@financialtitle.com, (415) 215-7146. For more details, please click here to see the flyer.

This is an all day event held on Saturday April 12, 2008, 9:00am to 5:30pm, is sponsored by Money Wi$e Women™ Educational Services, a non-profit organization dedicated to educating and empowering women to achieve financial fitness. This worthwhile conference presents a wide array of information, educational tools, and resources for women to achieve financial independence. Alma Beck will be presenting a session in the afternoon from 1:00 – 2:00pm on wills and estate planning. Held at SF State University Downtown Campus, Westfield Mall. If you are interested in attending this conference, or want to pass along this information to someone you know who would be interested, click here to see flyer for details. You can register directly for the conference at www.moneywisewomen.net. The registration fee is $79.00 (includes all conference sessions, materials, lunch and coffee).

Don’t miss Alma’s informative interview on OUT Spoken, ComcastSF Cable Channel 11, with OUT Spoken hosts Tim Gaskin and Donna Sachet. The interview focuses on the issues facing same sex and unmarried home buyers. OUT Spoken is Comcast’s weekly program produced for everybody about the Lesbian/Gay/Bisexual/ Transgender community. Host Tim Gaskin, along with Donna Sachet, talk politics, culture, philanthropy, entertainment and whatever hot topics are in the news. Link for more information about the show: http://www.comcastsf.com/outspoken.htm See Alma’s interview running daily this week :

• Monday, March 17 at 6:30PM
• Tuesday, March 18 at 9PM
• Wednesday, March 19 at 7PM
• Friday, March 21 at 7:30PM,
• Saturday, March 22 at 6:00PM and
• Sunday March 23 at 7:00PM

Free seminar sponsored by Barbary Lane Senior Communities

Property Issues for Non-Married Co-Owners

Tuesday, February 20, 2008 5:30 p.m. – 7:30 p.m.
The Lake Merritt Hotel 1800 Madison Street Oakland, CA

Discussion will include: * Property tax law impacting Non-Married Co-Owners * Property titling and vesting issues before closing on property purchases, * Basic Estate Planning Issues as They Impact Co-Owners of California Property

RSVPs required — (510) 903-3600 — www.BarbaryLaneSenior.com

The San Francisco Lesbian Gay Bisexual Transgender Center (The Center), Wells Fargo Bank and the Golden Gate Business Association (GGBA) are sponsoring the first-ever LGBT Economic Empowerment Day.

Attendance is FREE ! Space is limited!

Lunch, a trade show, and raffle prizes are included. FREE child care will be provided.

This day-long conference will be held on Saturday, January 26th at The Center, 1800 Market Street @ Octavia. Doors open at 9:15 A.M. Conference lasts from 10:00 A.M, to 4:00 P.M. For more information, please visit: http://www.sfcenter.org/programs/econ_dev/lgbteed/details.htm Click here for 2007 and Prior Seminars