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 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, April 29, 2025 @ Lunchtime
Contact us to learn more about event time and location: email Nick Colella at ncolella@sfcmc.org or 415-647-6015 x 120
We look forward to seeing you there!