Webinar: 5 Things You Must Know About Estate Planning at Any Age


LISTEN TO THE PODCAST



SPEAKER

  • Tamsen R. Reinheimer, Esq, Mortensen & Reinheimer, PC, Certified Specialist in Estate Planning, Trust & Probate Law

Do you already have an Estate Plan or need to start from scratch? Did you know that changes in estate planning law are being considered in 2021?


Women Investing in Security and Education (WISE) will present a seasoned specialist in Estate Planning to bring awareness to the questions that you should ask to help you avoid mistakes when planning a secure legacy for your family.

  • What is Estate Planning and who needs it?

  • What would an Estate Plan accomplish, and what are the key components?

  • What are the biggest mistakes people make when planning their estates?

  • What new laws might affect your Estate Plan?

  • What action do you need to take now?

Join us on August 3 from 5:00-6:15 p.m. PDT when Angela Dailey, Co-President of WISE will interview, Tamsen Reinheimer, attorney at law, who specializes in Estate Planning. After the interview, Tamsen will tell us how she chose her profession, and will tell us about her work that led to the start of managing her own businesses.


 

This event is offered free of charge but donations are optional and appreciated so we can continue our important work. It is easy, just make a contribution through PayPal.


Tamsen R. Reinheimer

Tamsen R. Reinheimer is a Certified Specialist in Estate Planning, Trust & Probate Law (The State Bar of California Board of Legal Specialization) and has significant experience in all aspects of estate planning, trust administration, and probate. She helps clients plan their estates with revocable and irrevocable trusts, powers of attorney, property agreements, and numerous other planning strategies.

Ms. Reinheimer also assists clients in administering trusts and probate after the death of loved ones, coordinates with clients and tax professionals on federal estate tax returns, and guides clients through the incapacity of family or friends.

Ms. Reinheimer is a frequent speaker at industry events on topics including long-term care, special needs trusts, and tax and financial planning. Additionally, Ms. Reinheimer is a member of the Orange County Bar Association and Women’s Business Development Initiative (WBDI), an Orange County-based networking group for businesswomen in the legal, financial, and other professional service industries.

 

Angela Z. Dailey

Board Member | Co-President


Prior to founding DAI Partners in 1989, Angela Dailey was Senior Vice President and member of the Board of Directors of Drexel Burnham Lambert. She headed the investment bank's communications efforts for over sixteen years, with responsibility for internal and external communications, including advertising, press relations, employee communications and sales promotion.


Ms. Dailey has extensive experience in all areas of corporate communications, and a unique expertise in crisis management. As head of communications during Drexel Burnham's three year investigation by the government, she provided leadership with both the strategy and implementation of the firm's crisis management efforts. The advertising and employee communications programs were nationally recognized as innovative and effective. Ms. Dailey was selected by Business Week to conduct seminars on crisis management for its Executive Seminar Series.


Ms. Dailey currently serves on the WISE Board of Directors (Women Investing in Security and Education), an Orange County non-profit. Ms. Dailey has served as a member of the Board of Directors of The YWCA City of New York and has served on the Boards of Directors of the Financial Women's Association and The Drexel Burnham Lambert Foundation. She was elected to the YWCA's Academy of Women Achievers in l980, and has served as a director of the Academy. Ms. Dailey was the founding chairman of the Securities Industry Association's Public Information Committee. She is a graduate of Trinity College in Washington, DC.


DAI Partners is a full service communications company, specializing in developing and implementing strategic communications for financial services companies, including money management firms, private equity firms, mutual fund companies and investment banks.