Will and Estate Workshop Resources and Additional Information

Dear Friend of Samaritan;

Thank you for registering for our Will, Tax, and Estate Planning Workshop.  I hope you found it of interest and value.  As promised, please scroll down to find:

• A copy of the presentation slide show
• A video recording of the workshop
• Contact information for our panelists
• Additional free resources

Thanks again to our panelists; volunteer members of Samaritan’s Charitable Estate Planning Committee, a group of South Jersey’s leading professional financial advisors, lending their time and expertise to raise awareness and provide education to our donors, their colleagues, and the community we serve.

• Melissa Osorio Dibble, Esq., Partner, Archer & Greiner, [email protected], (856) 616-6146
• Rachel Shafer Gersie, Esq. Attorney, Fendrick Morgan Law, [email protected], (856) 489-8388
• Tim Rice, Esq., Managing Partner, Timothy Rice Estate and Elder Law Firm, [email protected], (856) 782-8450

CLICK HERE to visit our free library of articles on numerous estate planning topics; including your will, giving through your IRA, our charitable gift annuity, gifts of appreciated stock, trust agreements, donor advised funds, and more.

As always, please feel free to call upon me with any questions or requests, if we may be of service to your family, or to discuss the potential tax advantages of charitable estate planning.  I may be reached at [email protected] or (856) 552-3287.  Thanks again, and warmest well wishes,

Christian Rollins, MBA, CFRE
Chief Development Officer
Direct: (856) 552-3287

Click on the icon to view a PDF of the slide deck

See below to watch a recording of the workshop