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Hosted by Planned Giving Group of Connecticut

Educational Program - 9:15 am Protecting Bequeathed Donations with a Solid Estate Plan; 10:30 am Feeling Uncertain about the SECURE Act?

PGGCT meets five times a year, usually on the 2nd Thursday of every other month, from September through May.

We typically offer coffee and danish in the morning with two or three sessions, a break in between, followed by lunch, at each program.

Meetings are part of membership benefits and there is no additional charge for current PGGCT members. Guests are $50.

Thursday, September 10, 2020
9:15 AM - 12:00 PM Eastern Time

Location

Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
Website for Location
Map for Location




Agenda

 


Ruth Fortune, Esq.
Associate
Czepiga Daly Pope & Perri

Sep 11 2020 9:15AM


Protecting Bequeathed Donations with a Solid Estate Plan


It happens all the time. You have a donor who has made it known that your charity will be remembered in his or her Will. But as the individual ages and mental acuity declines, loved ones of the donor step in and change those plans. What can be done to minimize this? It’s a delicate dance, but there are things you can suggest your donors do early-on to help ensure their wishes are met. Join attorney Ruth Fortune from the elder law firm Czepiga Daly Pope and Perri for a session where she’ll explain what needs to be done. You’ll learn about proper estate plan language, planning tools, and roles of fiduciaries. She’ll also discuss ways your donors can protect their estates (and ultimately your donations!) from Connecticut’s notoriously high long-term care costs.



Edward Abdelnour
Senior Vice President, Wealth Strategies Advisor
Bank of America Private Bank

Sep 11 2020 10:45AM


Feeling Uncertain about the SECURE Act?


Ed Abdelnour, Esq. with Bank of America Private Bank (formerly U.S. Trust Company) will take the mystery out of this new legislation.



Registration Fee
Member
No Charge
 
Non-Member
$50.00