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The
Northern California Life Insurance Association
Cordially invites you to the 1st Quarter Meeting – Thursday April 7th, 2011 Please join us for this educational opportunity regarding: Life Insurance & Trusts-Why they work together Presentation given by Heather Tremain, Esq. Law Offices of Heather Tremain Our meeting will be held at the following location:  Jack London Square 2 Broadway Oakland CA 94607 (510) 444-3456 5:30 - 6:30pm Cocktail Reception 6:30 - 6:40pm NCLIA Business 6:40 - 7:20pm Presentation 7:20 - 9:00pm Dinner Dinner Menu: Salad: - Scott's Mixed Green: a variety of lettuces tossed in a vinaigrette Entree(choose one): - Grilled Salmon Alla Bella: egg and parmesan batter dipped with lemon-caper butter sauce - Shiitake Crusted Breast of Chicken: lemon dill sauce - Roasted Vegetable Ravioli: roasted red pepper cream sauce Dessert: - Chocolate Velvet Cake: chocolate fude mousse filling with dark chocolate glaze and strawberry sauce The cost for the event: Members and First-Time Attendees
$40.00
Non-Members $55.00 (See below for payment instructions) Please RSVP with payment and dinner choice no later than Monday April 4th, 2011. We hope to see you there!
Please mail your payment to: Northern California Life Insurance Association Attn: Karianne Quinlan 2400 Camino Ramon, Suite 200 San Ramon, CA 94583 Email: treasurer@nclia.org Please note that payment via PayPal is not currently available. We apologize for any inconvenience. More about our speaker: Attorney Heather Tremain has focused her law career on Estate Planning, Trusts and Probate Law since 2000. For five of those years, she was a Specialist in those areas, Certified by the State Bar of California, Board of Legal Specialization. Attorney Tremain was featured in Forbes Magazine in December 2009, as one of 10 “Leading Providers” of legal services in the State of California. Having graduated with honors from Georgetown Law Center in 1998, she spent her final year of law school at Boalt Hall, U.C. Berkeley. She is currently admitted to practice law before the California Superior and Supreme Court as well as the U.S. District Court, Northern District. Attorney Tremain is passionate about providing high quality estate planning to clients who care about their loved ones enough to put everything in order BEFORE loss of capacity occurs. For her presentation to the NCLIA, she will explore how life insurance and trusts traditionally have worked well together to accomplish client goals including estate tax advantages and control over assets after death. She will also touch on the pros and cons of using trusts in conjunction with life insurance policies and how the new 2010 tax laws may affect our usual practices.
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