Description

Date: Thursday, May 22 Time: 9:30 am Location: University Club, Knapp Hall – 2350 Broadhollow Road, Farmingdale Join us for a complimentary hot breakfast buffet and learn more about personal estate planning, charitable gift planning, and closely-held business succession planning. Topics: · Maximizing Tax Benefits · Charitable Giving Strategies · Incorporating Charitable Giving into Your Will or Trust · Charitable Trusts: CRTs & CLTs · Charitable Giving with Retirement Funds · Choosing the Right Assets to Gift Ensure your generosity leaves a lasting legacy while optimizing financial benefits for you and your loved ones.