COMMUNITY BUILDING EVENT
SPONSORED BY THE FUND DEVELOPMENT COMMITTEE
LEGACY GIVING INFO EVENT
SUNDAY, FEBRUARY 23, 2025
1:30PM – 3:30PM
San Francisco Center for Psychoanalysis
444 Natoma Street, San Francisco
Presenters:
Alma Soongi Beck and Sara Hire
Join us in our second community building event of the year while learning more about Legacy Giving and how to create a will or trust!
Do you think you’re too young to need a will or trust?
An estimated 70 percent of American adults have no will. Even though you may feel you have no assets, think again! Do you have a car, checking or savings account? A 401k or other retirement account? Jewelry or pets?
- A simple will or trust makes clear your assets are distributed as you intended. This could be to family, friends or a beloved nonprofit that makes a difference, such as SFCP.
- At a minimum, every adult aged 18 or older should have a financial power of attorney and health directive in place.
For those that have a will or trust:
You have your affairs in order and created an estate plan (i.e., will, trust, financial power of attorney and health directive)
- When did you last update those important documents?
- Circumstances may have changed, such as beneficiaries. Have you thought about how you can support the next generation of analysts and therapists and the long term health through a gift to SFCP?
Alma Soongi Beck is certified as a specialist in estate planning, trust and probate law by the California State Bar Board of Legal Specialization. Alma’s practice focuses on trusts, charitable planning, gift and estate tax planning and post-death administration including trust administration and probate.
She also offers consultations and seminars on the legal and tax implications of domestic partnership, marriage and property co-ownership for same sex and unmarried couples, as well as on the evolution of parentage and gender in estate planning. Alma also advises and presents on Land Back to Indigenous Tribes for titleholders, Tribes and Indigenous nonprofit organizations.
Sara Hire is a seasoned estate planning attorney focusing on high-net-worth individuals, offering personalized strategies to protect and grow family legacies. With more than 10 years of experience, Sara has a proven track record in navigating complexities of estate and generation skipping tax issues to ensure that clients can pass their wealth to future generations.
Her knowledge extends across all areas of estate planning, from drafting revocable living trusts, irrevocable trusts (GRATs, ILITs, CRUTs, SNTs) to handling administration on death and related tax issues.