Estate Planning Workshop

Sunday, May 21st – 11:45 am
2017 Estate Planning Seminar and Lunch
with Susan von Herrmann and Brett Zudeekoff

What the new Republican administration means for estate planning and charitable planning; strategies for taking care of the people and institutions we love in these uncertain times. 

Susan von Herrmann and Brett Zudekoff, partner and counsel in the personal planning group at Perkins Coie LLP. They specialize in estate planning, charitable planning, family wealth transfer, business succession planning and estate and trust administration.

Susan and Brett will bring us up to speed both on the current tax laws that affect estate planning and charitable planning and what needs to be done to make sure that plans are both up to date and optimal from a tax perspective. They will review the most popular charitable planning techniques and provide some insight on what might happen if Trump’s campaign promises with respect to tax reform come to pass. The session will be interactive; questions and comments will be welcome!

Please RSVP to Jean in the church office at 510-547-5700.