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Charitable Giving & Estate Planning Event

  • The Animal Refuge Center 18011 Old Bayshore Road North Fort Myers, FL, 33917 United States (map)

Would you like to know the 2018 tax implications of charitable giving related to estate planning?  Have you ever wondered how to designate a charity such as ARC in your will or trust?  Do you have questions regarding the tax consequences of charitable giving upon death?  Did you know you may be entitled to a present charitable deduction under some forms of charitable giving?  

If so, join us on Saturday, February 24, 2018 from 10:00 – 11:00 am at the new ARC Adoption Center for a workshop on estate planning and charitable giving by probate attorney Elizabeth Bentley.  Topics to be covered include charitable remainder trusts, gifts to charity for those who have a taxable estate, gifting at death via a will or trust, and gifting through a Durable Power of Attorney.  All attendees will be encouraged to participate in a brief tour of the Animal Refuge Center following the workshop.  Refreshments will be provided.  Cost:  a suggested tax deductible donation to ARC of $25 is encouraged.  Register to attend by February 16 by calling ARC at 239-731-3535.

Elizabeth Bentley is an associate attorney with the law firm of Patrone & Kemp in Fort Myers, and has been licensed to practice for seven years.  Her areas of specialty are probate, estate planning, guardianship, and trusts.  She graduated from the Florida Coastal School of Law with a Juris Doctorate, and also has a Bachelor of Science Degree in International Studies (cum laude) from the University of North Carolina at Charlotte