Free Estate Planning Seminar
Thursday, March 31, 2022, 12:00-1:15 PM EST
Join us from the comfort of your home for this online seminar.
Estate Planning: A Primer
Powers of attorney, wills, and trusts. From the fundamental to the complex, estate planning documents can help you prepare for the expected and unexpected. Explore legal tools that incorporate your priorities and circumstances into a roadmap for future decision making and property disposition.
Fr. Bill Farris, OFM, Vicar Provincial of the Province of St. John the Baptist, kicks off this free online seminar.
Donnie Naiman, Estate Planning, Probate & Trust Administration Attorney at Taft Law, Cincinnati. Donnie helps individuals, families, business owners, and organizations prepare for the future by guiding them through estate planning and succession planning processes. Donnie also assists nonprofit organizations navigate the stringent requirements for entity formation, tax-exempt status, and state charitable solicitation registration. Donnie is a graduate of the U.S. Air Force Academy, he received his MBA at Webster University, and J.D. at the Ohio State University Moritz College of Law. Click here for his full bio and contact information.
Jeff Woods, Legacy Giving Specialist with the Franciscan Friars of St. John the Baptist Province. As the owner of Planned Giving Coach Consulting, Jeff provides effective, affordable support to nonprofit organizations for their planned giving programs. He brings twenty years’ experience as a Director of Development in educational and medical fundraising to his consulting work. Based in the San Francisco Bay Area, Jeff works with a diverse range of nonprofits in California, Ohio, and New York. Jeff is a graduate of Guilford College, he received his master’s degree from University of North Carolina at Greensboro. Click here for his full bio and contact information.
This seminar will be held online via Zoom. Pre-register below.
Estate Planning Seminar
Posted in: Estate Planning