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.
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.