Nothing in Life is Simple and Death Makes it More Complicated

National Society Daughters of the American Revolution, Peter Minuit Chapter (New York, NY)

3.12.19

Bridget La Rosa, Counsel in the Tax and Estates Group, will discuss the basics of estate planning, offering an overview of best practices and techniques for estate and wealth transfer. Her presentation will cover:

• Why one should have a will
• Laws of intestacy, under which everyone has a will (though it may not be the will you want)
• Whether or not to have a trust
• Importance of selecting the right fiduciary