CLE: Estate Planning in Support of Legal Aid

Monday, May 20, 2019 at 4:00 PM
Ceremonial Courtroom, Philadelphia City Hall, 1400 John F Kennedy Blvd, Philadelphia PA 19107

Event Information

Event Details

The Complete Story of Estate Planning, Retirement Planning and Support for Legal Aid Organizations in One Hour

Monday, May 20th from 4:00 - 5:00 p.m., Ceremonial Courtroom 653, City Hall

Reception to follow 5:00-6:00 p.m., Law Library, 6th Floor, City Hall

1.0 Substantive CLE credit

There is no fee to attend.

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This course will provide an overview of basic estate planning and retirement planning concepts as well as ways to support charities by gifting during lifetime and by making gifts to charity at death by a Will or other means. The goal of the program is to answer questions about estate planning and to report on the progress of the Philadelphia Bar Foundation’s Equal Justice Center project.

Panelists:

  • Justin Brown, Esq., Chair of the Philadelphia Bar Association Probate & Trust Law Section, and Partner at Pepper Hamilton
  • Kathryn H. Crary, Esq., Counsel at Gadsden Schneider & Woodward LLP
  • Jessica Hilburn-Holmes, Esq., Executive Director of the Philadelphia Bar Foundation
  • Robert H. Louis, Esq., Chair of the Philadelphia Bar Foundation’s Equal Justice Legacy Society, and Partner at Saul Ewing LLP
  • Matthew Pritzkur, Senior Wealth Strategist for Bernstein

 

Support for this CLE program is generously provided by The Haverford Trust Company.

Event Highlights

The Equal Justice Legacy Society allows friends of the Philadelphia Bar Foundation to include our organization as part of their estate planning. Planned giving options may have significant donor benefits and allow you to leave a legacy to the Bar Foundation and the entire legal services community of advocates.

Learn more about how you can combine lasting philanthropy with effective financial and estate planning.

 

 

Support for this CLE program is generously provided by The Haverford Trust Company.