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Will & Estate Planning Workshop

When was your Will last reviewed?

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

Complimentary Online Workshop
Wednesday, September 14, 2022
6:00 – 7:30 p.m.
**Please note the change in start time

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 9/12/22.
For questions, contact Katelin Spooner at KSpooner@SamaritanNJ.org or (856) 552-3239.

Online Registration is closed.

To register please contact Katelin Spooner at KSpooner@SamaritanNJ.org or (856) 552-3239.