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Together, transforming the experience of aging.®

Insights Into Estate Planning

Planning Couple 2 paddedAre your assets protected and planned for to the maximum extent? Join us and Meredith Sugar for a three-part series on the ongoing process of Estate Planning.

Whether you have not looked at your planning documents in 30 years or are just starting to plan now, it is always a good time to ensure that you plan for the protection of your assets at death, in addition to during life, in order to pass them on to your heirs properly. In this three-part series, Meredith Sugar will be discussing:

-  Powers of Attorney and Health Directives. Their importance in the aging process, and making sure that your named agents know their roles in your life.
-  The Benefits of a Trust. This underutilized estate planning tool can help you stay in control of your assets, avoid the complicated probate process and care for family members in the way you desire.
-  Estate Planning 101 to ensure that your wishes are carried out and that your estate is passed on in a way that maximizes its benefit both for tax purposes and differing family situations.

The session timing breaks down as follows:
Thursday, April 22nd at Noon - Power of Attorney
Thursday, May 27th at Noon - Benefits of a Trust
Thursday, June 24th at Noon - General Estate Planning
 
Meredith Sugar (high resolution) padded

Meredith Sugar’s practice is focused in the area of sophisticated wealth transfer, estate planning and administration, tax planning for individuals, corporations and partnerships, business succession planning and general corporate representation. She frequently advises high wealth individuals on how best to structure and implement wealth transfer and estate planning vehicles such as GRATs, dynasty trusts, family limited partnership and limited liability companies. She also represents estates, businesses and individuals in IRS audits.  She regularly forms and advises nonprofit and tax-exempt organizations.

In addition to her estate planning and tax practice, Meredith also advises business owners regarding structuring complex transactions, entity formation, succession planning, mergers and acquisitions and other corporate needs. She has developed a special focus on representing business owners who are involved in the development, installation and construction of energy facilities, as well as oil and gas leasing and development transactions. She frequently collaborates with members of the firm’s Environmental practice.