enfrdeitptes

Events

Estate Planning Charitable Gifts
Tuesday, December 04, 2018, 03:30pm - 06:00pm
Hits : 47

The December meeting is a New Member Recruitment Event. Please invite a Prospective Member to attend this meeting on a complimentary basis.

REGISTER HERE

Please register now to attend the EPC Holiday Meeting on Tuesday, December 4th at Monroe Golf Club, 155 Golf Ave, Pittsford, NY 14534.

The presentation, "Estate Planning Charitable Gifts" will be given by R. Thompson Gilman, Esq., Partner at Woods Oviatt Gilman, LLP.

This is an AFTERNOON PROGRAM

3:30 PM Registration and Networking

4:00 PM - 5:00 PM Presentation  

5:00 PM - 6:00 PM Reception with hors d oeuvres and cash bar

 

About the Program: 

Topics Include:

  • Impact of Higher Standard Deduction
  • Charitable Remainder Trusts (CRT) & Charitable Lead Trusts (CLT)
  • Donor Advised Funds (DAF)
  • Testamentary Charitable Gifts


About the Speaker: 




Thompson Gilman, Esq.
Partner
Woods Oviatt Gilman, LLP

Tom is a partner at Woods Oviatt Gilman, LLP and Past Chair of the Family Wealth & Estate Planning Department, where his practice is concentrated in estate planning, trust and estate administration, probate and estate tax law.

He received his B.A. degree from the University of Vermont and his J.D. degree from Albany Law School. Active in the Monroe County Bar Association, he has served as chair of the Trusts & Estates Section, Charitable Gifts Committee, Florida Practice Committee and Memorial Committee. 

Tom chairs the United Way of Greater Rochester's Professional Advisors Committee. He is also the Chairman of the Board of Management of the YMCA Day Care Center at Lewis Street, a member of the Planned Giving Advisory Committees of the YMCA and Monroe Community College Foundation, and a member of the Community Sponsors Committee of the Rochester Area Community Foundation. 

In 2007 he received the McKnight Award recognizing his years of pro bono work through the Volunteer Legal Services Project.

Location Monroe Golf Club
155 Golf Ave
Pittsford
NY
14534

Platinum Sponsors

Go to top
JSN Boot template designed by JoomlaShine.com