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February 8, 2023
6:30 pm - 7:30 pm
Event Category:

Seasoned estate planning attorney and Hope Connections board member, Gary D. Altman, will lead an informative discussion on estate planning, trusts, charitable giving, and much more!

Topics Include:

  • What is a trust?  Is it right for you or your heirs?
  • How and when to work with an estate planning attorney?
  • How is the most efficient way to do charitable giving?  Should I use a CRT, or a donor advised fund?
  • When is it appropriate to review your estate plan?  How often do laws change?
  • Available to answer any questions you may have.