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Financial and Legal Planning at End-of-Life: Core Considerations

Financial and Legal Planning at End-of-Life: Core Considerations 

The Peaceful Presence Project Continuing Education Series Presents:

Financial and Legal Planning at End-of-Life: Core Considerations 
Live Online Webinar with The Peaceful Presence Project and Two Spruce Law
Tuesday, May 21, 2024 from 5:00-6:15 pm Pacific Time


End-of-life planning extends beyond mere tax considerations. It involves ensuring that your wishes are legally, medically, and financially acknowledged and honored. In this workshop, we will delve into the intricacies and advantages of proactive estate planning. Topics will include strategies to sidestep the costly and lengthy probate process, essential insights into the fundamentals of a revocable living trust (and techniques to mitigate or eliminate the impact of the Oregon Estate Tax through tax planning language), and the significance of appointing a power of attorney for financial needs and an advanced directive for healthcare matters. Presenters will also address planning for pets and second marriages.

This workshop is designed for those who seek to delve deeper into understanding the financial and legal aspects of end-of-life care. Equip yourself with the knowledge and resources needed to confidently navigate this pivotal stage of life with assurance and clear understanding.

We are committed to making our programming accessible to all. If the $25 tuition creates a financial barrier to your participation, please email info@thepeacefulpresenceproject.org to request scholarship assistance.


ABOUT TWO SPRUCE LAW

Patricia L. Nelson, Attorney

Patricia Louise Nelson (formerly Patricia L. Heatherman) founded her solo law practice in October, 2006.

Before that, she was with the Merrill O’Sullivan, LLP law firm for nearly 12 years, including 7 years as a partner in that firm.

Before moving to Bend, Oregon, in 1995, Patricia graduated from Willamette University College of Law magna cum laude in 1993. She then clerked for the Honorable Judge Edward Leavy of the Ninth Circuit Court of Appeals in Portland, Oregon. Since graduating from law school she has served as a board member and the president of Oregon Women Lawyers, a founding board member and president of Oregon Women Lawyers Foundation, a board member and the president of Growing Tree Children Center, a founding member of Cascade Women Lawyers, president of the Deschutes County Bar Association, as a board member and president of ConnectW (formerly the Network of Entrepreneurial Women), a board member of the Spiritual Awareness Community of the Cascades. She is a graduate of Leadership Bend.

In the spring of 2014, she completed a ministerial training course and was ordained as a Minister of Walking Prayer. In 2015 she completed a course to be certified to teach Radical Collaboration. She brings her spiritual walk actively into her law practice.

Hanah Mirahmadi, Attorney

Hanah graduated from UC Hastings College of the Law and was admitted to the Oregon State Bar in 2023. While in law school, she was awarded Best Oral Argument and Runner Up Best Brief in Moot Court. She also was a founding member and president of Hastings Surf, Climb and Bike club. Before attending Hastings, Hanah graduated with a Bachelor of Science in Chemistry from the University of California, San Diego.

Hanah moved to Bend in 2022 to be close to family and to take advantage of the area’s abundant nature. She loves to fill her free time with activities, including rock climbing, mountain biking, running, reading, and water coloring.