The Transition Network

Philadelphia Chapter Event

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Members:$7
Guest:$10

Philadelphia Chapter Event: Making Sure Your Estate is in Order

Wednesday, April 7, 2021, 1‑2pm EDT
Location: Online via Zoom
Registration Deadline: Tuesday, April 6, 2021
Contact: Fran Jonas
Email: fjonas@comcast.net



While the planning of financial assets is often discussed, most individuals do not want to even think about the planning of estate assets until it is too late. In this seminar, presented by attorney Dayna Rose Benn, we will walk through the step-by-step process of what needs to be done to administer an estate and how to handle estate assets when a loved one passes.​ By examining the pitfalls that can occur if an estate is not planned or executed properly, we will touch on the best ways to avoid such mistakes in your own estate plan or that of a loved one.We will address the benefits of lifetime gifting, including setting up education funds for grandchildren and annual exclusion gifts. Finally, we will consider the role of retirement assets in your estate plan.
 
Presented by attorney, Dayna Rose Benn, Esquire of her own firm, Benn Law, LLC, located in center city Philadelphia, Pennsylvania. Dayna received her Juris Doctor (J.D.) degree with distinction from Widener University School of Law, and a Master of Laws (L.L.M.) degree in Tax as well as a Certificate in Estate Planning from Temple University Beasley School of Law. She served as a judicial law clerk in the Philadelphia Court of Common Pleas, Orphans Court Division, a senior fiduciary trust administrator for a national financial institution and a Trust, Estate and Tax associate at a mid-size law firm prior to establishing Benn Law in 2014. Licensed to practice law in Pennsylvania and New Jersey, Dayna offers a holistic approach to assist her clients secure their assets, minimize their exposure and create a secure future for themselves and their loved ones.

Registrants will recieve a confirmation email with the ZOOM link prior to the event.


 

Material from www.thetransitionnetwork.org, 19:41:08 April 14, 2021.
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