08 Aug 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.
In addition, the video has been edited into segments of the four topics covered, see links below.
Basic Estate Planning Documents
Tax & Non-Tax Considerations