Post-Election Estate and Legacy Planning Briefing for Donors

Wednesday, 9 December 2020 2:30 PM - 3:30 PM EST

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One Organization Registration Partial Approval - $65.00

Each nonprofit organization much pay for one registration fee and can include up to 20 donor or staff invitees at no extra cost.

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Wednesday, 9 December 2020 2:30 PM - 3:30 PM EST

An overview of basic legacy and estate planning in light of the election and potential tax law changes, as well as recent important legal developments in the area of retirement and estate planning.

ONE REGISTRATION ENTITLES YOUR ORGANIZATION TO INCLUDE UP TO 20 ADDITIONAL PARTICIPANTS AT NO COST

This 45-minute program is designed for philanthropic supporters of nonprofit clients of Planned Giving Advisors and other nonprofits wishing to participate.   I will review the most important recent law changes effecting retirement and estate planning, and provide an overview of the Joe Biden’s proposed tax plans. 

The goals of this program for participants are:

·         Awareness of recent changes that may impact your current plans

·         Be apprised of potential law changes effecting your retirement and estate plans

·         Overview of planning and investment options in light of possible changes coming with a new administration

THE PROGRAM WILL BE RECORDING AND ALL REGISTRANTS WILL RECEIVE THE RECORDING LINK

Planned Giving Advisors

https://plannedgivingadvisors.com/

Jonathan H. Gudema, Esq., Principal, Planned Giving Advisors, LLC

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Learn more aboutJonathan Gudema, Esq. Jonathan Gudema, Esq.
Jonathan Gudema, Esq.
Principal, Planned Giving Advisors, LLC
Planned Giving Advisors LLC

Jonathan has over 22 years of experience working with and advising non-profit organizations and their donors on planned gift arrangements and tax-advantaged charitable estate planning options. Additionally, Jonathan is a member of the New York Bar, and serves as inhouse counsel to a Family Wealth Office, where he has overseen over $500 million in wealth transfers since 2007. In 2011, Jonathan launched Planned Giving Advisors LLC where he provides consulting services to nonprofit planned giving programs while continuing his work at the Family Wealth Office. Jonathan is also the author of The Planned Giving Blog (www.plannedgivingadvisors.com), which provides news and commentary on the field of planned giving with over 1,700 subscribers and 175,000 visitors since its launch in 2010. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.

www.plannedgivingadvisors.com

About Jonathan Gudema, Esq.

Principal, Planned Giving Advisors, LLC
Planned Giving Advisors LLC

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