Monthly Meeting

Event Details

Beneficiary Designations – Easy money or not?

8 am

 

Learn some tips, tricks, and traps that every professional advisor and planned giving officer should know about beneficiary designations for all types of property, including personal property, real estate, bank accounts, and retirement accounts – and tips for collecting (or not collecting) those assets.

Daren J. Layton

Attorney at Law
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.

 

Daren J. Layton assists clients in creating and implementing personalized estate plans, navigating income, gift and estate tax issues, business succession matters, and charitable planning. In addition to lifetime planning, Daren assists clients with probate and trust administration matters. Daren works with clients’ other advisers to provide holistic solutions to clients’ needs. Daren is also a certified public accountant (CPA).

Daren received a bachelor of science in accountancy and a master of science in taxation from Arizona State University, and a juris doctorate from the University of Arizona.

Daren is an active member of the local community, both professionally and civically. Professionally, Daren is a member of Southern Arizona Estate Planning Council, Steven W. Phillips Tucson Tax Study Group, Planned Giving Roundtable of Southern Arizona (past treasurer and president). Civically, Daren is the current treasurer and a director of SARSEF: Southern Arizona Research, Science & Engineering Foundation, and is a volunteer for his son’s scout troop (Daren is an eagle scout).