Jun 23

Ask the Expert

Philadelphia, Pennsylvania

This event has passed.
Ask the Expert
Neal Myerberg, Esq.
AABGU's Planned Giving Advisor
This event has passed.
Thursday, June 23, 2016
2:30 p.m.
The Watermark at Logan Square
in “The Mark”
2 Franklin Town Boulevard
Philadelphia, Pennsylvania 19103

Sample issues to be discussed:

– Understanding basic estate planning terms.

– Do I need a will or trust and how often should they be reviewed?

– Strategies to reduce or eliminate estate and gift taxes.

– Securing predictable tax-advantaged income when interest rates are low.

– Creating a legacy without decreasing support for your family

– Tax changes that may reduce the costs of IRA distributions.

Refreshments Sponsored by Evie Berger

This is an educational program open to the community and there is no charge to attend.


R.S.V.P. to 215-884-4510 or sbloom@aabgu.org

Neal Myerberg is a well-known authority on tax and financial planning strategies using charitable giving techniques. As an attorney, Myerberg provides consulting services for many of the nation’s largest charitable organizations and philanthropists on charitable tax planning. He teaches the planned giving course in the master’s degree program at Columbia University and has been a frequent speaker at national planned giving conferences as well as a resource to The New York Times, The Wall Street Journal and Dateline NBC. For many years, he was a regular presenter for Consumer Reports magazine at programs throughout the country on tax and financial planning strategies using charitable techniques.