Estate Planning

Estate Planning

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Estate Planning Safari

Check back later for updated details!

March 4, 2020
11:30 am to 1:30 pm

Lunch will be provided. Limited seating available.

This free informational seminar will navigate you through a jungle of topics presented by Kristin N. Capritto of Downey Brand.  Kristin works with families and individuals in all aspects of estate planning, trust administration, and probate to both effectuate their wealth transfer and succession planning goals, and to help clients navigate the process of administering estates and distributing assets after the loss of a loved one.  Kristin enjoys advising clients in connection with their philanthropic goals and charitable planning, which often includes the formation and administration of private foundations and nonprofit entities.

Topics will include, but are not limited to:
  • Wills and trusts
  • Probate
  • Estate and gift tax basics
  • Charitable planning

Please RSVP to Lisa Clement by February 26, 2020.

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