We invite you to join us for a special event to learn about the tax benefits of planned giving for yourself and your heirs. Enjoy coffee, tea, light refreshments, and music. Topics will include: Donor Benefits from Legacy Planning, Estate Strategies, Tax Considerations, Benefits of Trusts vs. Wills.
With an expert panel including:
- Whitney Schwartz, J.D., LL.M., CTFA, Truist Wealth Senior Vice President; Senior Trust Advisor
- Jennifer F. Scharre, J.D., Coblentz Patch Duffy & Bass LLP; Certified Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization
- Julie Rulyak Steinberg, Community Music Center Executive Director
- Robert D. Mayberry, Truist Wealth Managing Director
We encourage you to send questions in advance to Elenka Refsell at erefsell@sfcmc.org so we are prepared to address topics that interest you.
Tuesday, February 11, 2025 from 10 am–12 noon
Crocker Galleria
50 Post Street, San Francisco
Space is limited – RSVP by February 3rd to Nick Colella at ncolella@sfcmc.org or 415-647-6015 x 120
We look forward to seeing you there!