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Will & Estate Planning Workshop

When was your Will last reviewed?

If, since then, you’ve bought or sold a home or business, married or divorced, welcomed or lost a family member or heir, received an inheritance, or had a change in the value of your estate, your Will may no longer reflect your wishes, or require settlement in court.

Learn the importance of your Will, explore estate planning options, and get your questions answered.

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Complimentary Online Workshop
Tuesday, September 21, 2021
5:30 – 7:00 p.m.

Link to view workshop with be provided prior to the event. Workshop is free, but registration (and an email address) is required. Please scroll down to sign up today!

Hosted by Samaritan’s Planned Giving Committee, a volunteer group of the region’s leading professional financial advisors, who are lending their time and expertise to raise awareness of the potential advantages of charitable estate planning.

Join These Local Leading Attorneys

MELISSA OSORIO DIBBLE, ESQ.

Samaritan Planned Giving Committee Member
Partner, Archer

Melissa Osorio Dibble, ESQ. concentrates her practice in the area of Estate and Trust Litigation, and has represented a variety of institutions and individuals, including banks, universities, executors, trustees, beneficiaries of estates and trusts, and intestate heirs.  Melissa is the current president of the Estate and Financial Planning Council of Southern New Jersey, and a frequent speaker on estate and trust litigation.  Her Juris Doctorate  from Rutgers University School of Law-Camden.

RACHEL SHAFFER GERSIE, ESQ.

Samaritan Planned Giving Committee Member
Attorney, Fendrick Morgan Law

Rachel Shaffer Gersie, ESQ. earned her law degree from Drexel University School of Law.  Her practice is dedicated to a wide array of estate planning, estate administration, and elder law matters for New Jersey and Pennsylvania clients.  Rachel works closely with her estate planning and elder law clients through in-depth consultations, coordination with their other financial professionals, and the preparation of all of their estate planning documents.  Rachel provides families compassion as she helps them navigate the legal and often perplexing challenges presented by aging loved ones.

Registration is required by 9/20/21.
For questions, contact Katelin Spooner at KSpooner@SamaritanNJ.org or (856) 552-3239.

Online Registration