Estate & Gift Planning Seminar and Reception in California

Wednesday, July 27, 2011 - 5:30pm - 7:30pm EDT

  • Location:San Francisco Marriott Union Square
    480 Sutter Street, San Francisco , CA, US
  • Contact:Lorna Malcolm-Lessard
    lmalcolm@poly.edu
    718.260.3364

All alumni are invited to join NYU-Poly for a reception and the opportunity to learn from estate planning expert, Jonathan G. Tidd, J.D. 

Contrary to popular belief, estate planning and planned giving are not just for the wealthy. Indeed, for most of us, it is particularly important that we devote our attention to estate planning to insure that our assets (however limited or substantial) are used wisely. Join us for an opportunity to connect with local alumni while learning about recent tax law changes that could affect your estate.  

Topics covered will include:

  • Update on recent tax laws
  • Top planning techniques
  • State tax laws implications
  • Estate planning illustrations
  • Q&A

Please REGISTER BELOW by July 20th or for further information, call Lorna Malcolm-Lessard at 718.260.3364 or email lmalcolm@poly.edu.