WVCS LEGACY SOCIETY BREAKFAST

Wednesday, March 25, 2020 8:00 AM

 
 
 
 
 

Legacy Planning:

The Crossroads of Taxes, Estate Planning and Family Values

The SECURE Act of 2019 is one of the biggest tax law changes affecting estate planning in two decades! Janis will explain the new law and how it will impact your estate plan, strategies for minimizing taxes and how to support the causes you care about. She will share knowledge from the top national tax gurus to mitigate the new tax blow on your family and estate.

Distinguished Invited Speaker: Janis Carney

EVENT DETAILS

(By invitation only - complimentary admission)

Date: Wednesday, March 25, 2020

Time: 8:00 AM

Location: St. Jude's Episcopal Church, Parish Hall

20920 McClellan Road,

Cupertino, CA 95014

For over 45 years, West Valley Community Services has served as a beacon of hope to low income and homeless families living in our community. This would not have been possible without YOU. Your partnership has played a critical role in the fight against hunger, homelessness, and inequity.

 

As one of our steadfast supporters, we want to extend a special invitation to you to our Third Annual Inner Circle Legacy Breakfast, scheduled for Wednesday, March 25th at 8:00 AM at St. Jude’s Episcopal Church Parish Hall in Cupertino.

This invitation-only breakfast will give you an opportunity to engage with us on the issues facing our clients today and how we are addressing them. We also have some exciting plans for the future. You will find out more about our Legacy Society and how your support can ensure that West Valley Community Services continues to help the community for many years to come. 

Our topic will be presented by our distinguished invited speaker Janis Carney (BIO), who is an attorney specializing in Estate Planning, Asset Protection Planning, Alzheimer’s, Long-Term Care, Trust, and Probate Law. Janis will be able to provide guidance and share her knowledge on how you can support the causes you care about.


We hope you will accept this special invitation. Your RSVP by March 16th will be greatly appreciated. We look forward to seeing you on March 25th!

If you have any questions regarding this event or our Legacy Society, please do not hesitate to reach out to Kohinoor Chakravarty at kohinoorc@wvcommunityservices.org or (408) 366 – 6096.

 

RSVP

 

BIO

JANIS A. CARNEY is the founder of The Law Offices of Janis A. Carney in Saratoga where she provides a holistic legal approach to her practice. The firm focuses on Estate & Wealth Protection Planning; Alzheimer’s, Long-Term Care, Asset Protection Planning, Medi-Cal and VA Benefits, Trust, Estate and Probate Administration, and Elder Care Matters. Janis strives to be a resource in the community providing guidance on options and strategies to not only protect her clients’ assets but their quality of life as they age. Her passion shows in how she shares her knowledge and allows people to make educated decisions for themselves and their families.

Janis has served the Silicon Valley Bar Association as one of its founding trustees, serving on the board of trustees for over 10 years, including one year as its president.  She has served as the SVBA’s Estate & Trust’s Committee’s judicial liaison to the Probate Court in Santa Clara County and has been a frequent speaker over the years at programs on various elder law matters. 

 

ABOUT THE LEGACY SOCIETY

WVCS INNER CIRCLE OF GIVING LEGACY SOCIETY

Impact Your Community...Create Your Legacy

Including West Valley Community Services in your estate plan enables you to make the most of your personal philanthropic objectives by supporting something you care about. Through a legacy gift, you can expect to gain some or all of the following benefits:

  • Allow your personal values to make a lasting impact on the community

  • Inspire others to join in your commitment

  • Participate in special programs for Circle of Giving Society members

  • Gain valuable tax benefits

  • Help West Valley Community Services continue to fight hunger and homelessness

There are many ways to create a legacy gift. A few examples of legacy gifts are:

  • A gift in memory of a loved one

  • Retirement funds

  • Real estate or other property

  • Cash donation

  • Securities

  • Bequest in a will or trust (you may choose to name West Valley Community Services as a beneficiary in your will)

  • Life insurance (you can name West Valley Community Services as one of your beneficiaries or give a policy to West Valley Community Services and deduct the premium payments)

Your legacy gift has the power to change the future of our community and will ensure that West Valley Community Services can continue to fight hunger and homelessness for many years to come.


For more information, contact Kohinoor Chakravarty, Director of Development and Communications, at (408) 366-6096 or email kohinoorc@wvcommunityservices.org.

"We believe in the mission and work of the charitable organizations we are actively supporting during our lifetime and want to leave a significant donation to be used after we are gone to help ensure the continued good work of these organizations.

We have chosen West Valley Community Services as a charity for our legacy gifts because of the important work it does in our community in meeting needs like hunger and homelessness. WVCS needs this type of community support for its long-term viability."

- Dorothy and Darryl Stow

“I would like to see my assets continue to carry out my support of good causes when I’m gone.  That is the reason I have made provisions in my trust to help West Valley Community Services.“


-  Jim Jackson

“We all strive to take care of ourselves and our families to ensure our best life possible.  And WVCS does that on our behalf for those with unimaginable challenges to provide the most basic needs for their families. I chose to join WVCS’s Legacy Society to ensure that long after I’m gone, my family and I will continue to contribute to the important work of this agency. “


-  Jeanne Bradford

“This relationship with donors and volunteers encourages continuous support, and ensures Sustainability for the long run. That’s why we invite you to join us in making your commitment to the WVCS Legacy Society.” 


- Bev & Phil Lenihan

“Making a legacy gift to West Valley Community Services means that our contribution to the services that support individuals and families in need in our community will continue beyond our lifetime.” 

 

- Stan & Stephanie Barkey

 

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WVCS awarded 2019 District 28's BEST NONPROFIT of the YEAR !!

West Valley Community Services, 10104 Vista Dr, Cupertino, CA 95014, USA

Phone (408) 255-8033

Fax (408) 366-6090

A 501(c)(3) with Tax ID: 94-2211685

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© 2019 West Valley Community Services