EventsNavigating Estate Planning and Charitable Giving in a Dynamic Tax Climate with Joseph A. Enriquez, Esq.

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Navigating Estate Planning and Charitable Giving in a Dynamic Tax Climate with Joseph A. Enriquez, Esq.

12:00 PM – 12:45 PM

Description

A Zoom webinar on estate planning and charitable giving strategies in today's ever-changing tax environment with Joseph A. Enriquez, Esq., a partner and member of the Trusts, Estate Planning & Administration Group at Chace Ruttenberg & Freedman LLP.

This event is hosted by Shaylyn Sullivan of Morgan Stanley Wealth Management, and a member of the Boston Public Library Fund’s Emerging Leaders, this webinar will provide helpful information to maximize your impact and plan your legacy with a tax-smart approach.

Register now!


Joseph A. Enriquez, Esq. is a partner and member of the  Trusts, Estate Planning & Administration Group at Chace Ruttenberg & Freedman LLP, with offices in Boston, Providence, and Westerly, Rhode Island. 

Shaylyn Sullivan is a Financial Advisor at Morgan Stanley with years of experience in client account management, banking, financial planning, and advising.


Accessibility Notice: We strive to make our events accessible. To request a disability accommodation and/or language services, contact the department listed in the "Contact Info" pane on the right. Please allow at least two weeks to arrange accommodation.

Suitable for:
All Adults
Older Adults
Type:
Talks & Lectures
Workshops & Classes
Featured Events
Financial Empowerment
Language:
English

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