Planned Giving Council Presents Program on ‘Common Estate Planning Myths’

FuturesRising_logo_finalThe Planned Giving Council of Montgomery County Community College’s Foundation will present the next installment of “Everything You Ever Wanted to Know About Estate Planning (But Were Afraid to Ask),” addressing the topic of “Common Estate Planning Myths,” on Thursday, Feb. 26, 8 to 10 a.m. in College Hall room 151 at the Central Campus, 340 DeKalb Pike, Blue Bell. The program, which is free and open to the public, will be simulcast to the South Hall Community Room at the West Campus, 101 College Drive, Pottstown.

During their discussion, attorneys Lisa Shearman and Mary Podlogar will dispel many common estate planning myths. They will provide invaluable insight on the significance of having a will and how it impacts the distribution of assets, as well as the recent changes in the law regarding power of attorney documents. They also will discuss the Pennsylvania inheritance tax and Federal estate tax laws, particularly as they pertain to gifts and taxation of assets upon death.

Shearman specializes in trusts and estates as an attorney with the law firm of Hamburg, Rubin, Mullin, Maxwell & Lupin, P.C., in Lansdale. Podlogar is an attorney with MontCo Elder Law & Estate Plans in North Wales.

As part of the program, breakfast will be served. For parking and directions, visit mc3.edu/about-us/directions-and-maps. To RSVP, contact Eden Pugliese at 215-641-6530 or epugliese@mc3.edu by Feb. 20.

~ by Diane VanDyke

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