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6/29/2016 to 6/30/2016
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When:
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Wednesday, June 29, 2016
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Where:
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United States
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Online registration is closed.
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« Go to Upcoming Event List
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Gifts of Special Assets
Life Insurance is one of the most effective ways for many families to do charitable giving. However, this Planned Giving technique is underutilized. The talk will discuss planning opportunities with life insurance.
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Registration:
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| Contributing Individual members: $free |
| Partner Organization members: $free |
| Other members: $40 |
| Guests: $65 |
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Presentation Speakers:
Bert Levy
 Bert Levy, the award recipient for GPGC's Greater Good Award 2015, is a Partner in the Atlanta based firm of Arnall Golden Gregory LLP, where he heads the firm's Private Wealth Group. Bert received his undergraduate education at Vanderbilt University, where he graduated with honors, and his legal education at The University of Michigan Law School, where he graduated cum laude.
He is a frequent author and lecturer. He is the co-author of the three volume treatise on Georgia estate planning and administration. Planned Giving has been a major part of his legal practice, and Bert has been deeply committed to charitable activities for years.
Kathryn Hecker
 Kathryn Hecker is an associate in the Private Wealth Practice. Ms. Hecker focuses her practice on complex wealth transfer planning, including federal and state wealth transfer taxation, business succession planning, and charitable planning. Her charitable planning experience includes assisting clients with large gifts, as well as the creation of tax-exempt entities such as private grantmaking foundations and private operating foundations. She is experienced in complex probate and estate administration, as well as the preparation of gift and estate tax returns. Prior to joining AGG, Ms. Hecker clerked for the Henry County Probate Court for two years while in law school. She also externed at the Internal Revenue Service’s Office of Chief Counsel.
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When:
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Thursday, August 25, 2016
5pm - 7:30pm |
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Agenda:
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5:00 - 5:30pm Registration
5:30 - 6:30pm Presentation
6:30 - 7:30pm Networking
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Location:
Arnall Golden Gregory
171 17th Street NW,
Suite 2100
Atlanta, GA 30363
For directions, click here.
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