Family Friendly Charitable Planning

Date: Thursday, May 14, 2015
Time: 6:15pm -
Location: The Madison Hotel
Speaker: Anita Siegel, Esq.

We are pleased to announce that the Estate Planning Council of Northern New Jersey's May 14, 2015 dinner meeting will feature Anita J. Siegel, Esq. of Siegel & Bergman, LLC Morristown, NJ.

Ms. Siegel will present:  Family Friendly Charitable Planning

Please plan to join us at The Madison Hotel, One Convent Road, Morristown, NJ  Thursday, May 14

We look forward to seeing you! Please respond by Friday, May 8 via website www.epcnnj.org or directly to lanahan@verizon.net

Thank you

*SCHEDULE - PLEASE NOTE TIME CHANGE*

6:15-7:00PM                           COCKTAILS, HORS D'OEUVRES & NETWORKING

7:00PM                                   DINNER

7:30PM                                   PROGRAM BEGINS

8:45PM                                   PROGRAM ENDS                          

Ms. Siegel will be discussing some of the many planned giving vehicles that are beneficial to both the donor's family as well as charity, with the only loser being the IRS.

Anita J. Siegel is a founding member of Siegel & Bergman, LLC, located in Morristown, NJ, and has more than 35 years of experience specializing in estate planning, estate administration and tax matters.  She is a frequent lecturer and author on estate planning, estate administration and tax issues.  Anita is a fellow of the American College of Trusts and Estate Counsel (ACTEC), a member of its charitable planning committee and a past regent and chair of the New Jersey chapter of ACTEC.  Ms. Siegel also serves on the boards and advisory boards of several charitable organizations.

This program has been approved by the Board of Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total CLE credit.  Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.

CFP and CPA continuing education credit will also be offered for this presentation.

 

RESERVATION FORM:
 ____    Yes, I will attend the meeting on 5.14 

 (no charge for members)                                                 Name:


____    I am bringing the following guests at the          
           cost of $75 each (no refunds).  My check              Name:
           is enclosed made payable to “EPCNNJ”        
                                    
Please respond by Friday, May 8, 2015                       Web:    www.epcnnj.org
                                                                                    Email:  lanahan@verizon.net
                                                                                    Mail EPCNNJ P.O. Box 373 Mendham, NJ               
                                                                                    Fax:    973-543-1434

 

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