Leave a Legacy

 

Leave a Legacy, in partnership with AFPNEO, presents...

Virtual February 24 Meeting | 9:00 - 10:15 am

Planned Gifts that Can Be Set Up Without the Assistance of an Attorney

Patrick WeschlerPatrick Weschler, Partner at Buckingham Doolittle, is a trusts & estates attorney with more than 30 years of experience. His focus is on assisting clients in developing effective charitable, life insurance, and estate plans, and on providing support for successful implementation of their planning strategies. He has expertise in creating and administering private foundations, donor advised funds, and a wide variety of charitable trust vehicles. His familiarity with the use of life insurance in estate planning enables him to decipher complex issues that could arise. His clients appreciate that his goal is to preserve family harmony while making certain their families are secure for future generations.

Meetings are free to LAL members and guests, although registration is required so that we can plan accordingly.

Approved for 1.25 CFRE credits; documentation.

click here to register

Ten Star ChapterIDEA ChampionAFPNEO is committed to AFP’s principles of IDEA (Inclusion, Diversity, Equity and Access)
and strives to be resourceful to diverse individuals, groups, organizations and activities.

AFP Northeast Ohio Chapter | © 2015-2021 AFPNEO. All rights reserved.

Pam Valentine, President

PO Box 1286, Bath OH 44210 | 330-329-2472 | Fax 330-315-0399 | info@AFPNEO.org

 

 

Ten Star Chapter

 

Friends of Diversity Award

AFPNEO is committed to AFP’s principles of IDEA (Inclusion, Diversity, Equity and Access) and strives to be resourceful to diverse individuals, groups, organizations and activities.


AFP Northeast Ohio Chapter
© 2015-2021 AFPNEO.
All rights reserved.

Pam Valentine, President

PO Box 1286, Bath OH 44210
330-329-2472
Fax 330-315-0399
info@AFPNEO.org