SUNY CUAD - STATE UNIVERSITY OF NEW YORK COUNCIL FOR UNIVERSITY ADVANCEMENT | Estate and Charitable Planning in a Challenging Environment
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Estate and Charitable Planning in a Challenging Environment

Estate and Charitable Planning in a Challenging Environment

On Tuesday, July 28, the SUNY Blended Gifts Council held the LIVE Webinar Estate and Charitable Planning in a Challenging Environment presented by Martin S. Finn, JD, LL.M., CPA/PFS, and hosted by The University at Albany. Over 500 of SUNY alumni, faculty and staff registered for this webinar.

Please find a PDF of the slides Marty used during his presentation linked here. The webinar was recorded and a copy is linked here as a resource for alumni, faculty, staff and friends.

In addition, the video has been edited into segments of the four topics covered, see links below.

Planning Overview
https://youtu.be/DRJlISz223E

Basic Estate Planning Documents
https://youtu.be/Xh7bvBICesQ

Tax & Non-Tax Considerations
https://youtu.be/mRErmyisMqY

Charitable Planning
https://youtu.be/q1Zuj3Tk1Fs