We were delighted to host a full house at our September 19th Workshop, and are pleased to offer a second opportunity for those who were unable to attend.
Your last will and testament is the cornerstone of your estate plan. Without it, important decisions – including gifting of assets and heirlooms, guardianship, and your executor – will be decided by existing laws, or in court. If you already have a will, remember that certain life events – the birth of a child or grandchild, your or your child’s marriage or divorce, the passing of a spouse or heir, the purchase or sale of a home or business, or an inheritance – are all reasons to revisit and update your will and estate plan. Join us to learn the importance of your Will, explore other tax saving and estate planning options, and get your questions answered. Scroll down to register
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.
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.
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.
Samaritan Planned Giving Committee Member
Attorney, Capehart Scatchard
Yasmeen S. Khaleel, ESQ concentrates her practice in the representation of individuals, business owners, medical, dental and other professionals in the areas of estate planning, estate and trust administration, business succession planning, transactional and tax planning. Routinely handles matters of special needs planning including guardianship applications. Experience in complex business, estate and trust litigation matters in conjunction with the Litigation Group.
Registration is required by 9/27/23.
For questions, contact Katelin Spooner at [email protected] or (856) 552-3239.
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