View shopping cart

Resize text:

Home > Uncategorized > 4th Annual Estate and Gift Planning Seminar May 12th

4th Annual Estate and Gift Planning Seminar May 12th

Please join us for this popular and informative seminar presented by fellow Palisades Village members: Ted Chaconas, Charles Lanman, and Bill Fralin. The seminar will include a discussion of the key elements of a successful estate plan, an overview of all the legal documents available in order to have a comprehensive plan in place, and some very important tax information both on the Federal and local level. The segment on Planned Giving will discuss the use of a charitable remainder trust, the benefits of donor advised funds, how retirement funds such as an IRA an/or and IRA rollover may be utilized in making planned gifts and reducing the size of your taxable estate, as well as other beneficial alternatives.

Thursday, May 12 
6 p.m. to 8 p.m.
Palisades Library
4901 V St NW
Register by clicking here or

calling the office at 202-244-3310.

Custom website design by Jeff Roberts Web Design