10 June
Virtual Town Hall: Estate Planning in the Time of a Pandemic

Description

Join us on Wednesday, June 10th at 1 pm for a live, interactive discussion about estate planning in the time of a pandemic. In addition to having a robust, audience driven Q&A about current estate planning concerns, we will also cover specific ideas regarding how to review and update your estate documents during these challenging, socially distant times.

When you register*, you can submit any questions you may have, or, you can ask them "live" during the event.

This event will be moderated by Sovereign's Principal, Charles "Chuck" Failla, CFP

Guest Panelist:

Lauren McCallion, Esq.
Estate Planning Attorney
Ivey, Barnum & O'Mara, LLC

Lauren’s areas of practice include estate and tax planning, including preparation of Wills, Trusts, Powers of Attorney, Living Wills, Health Care Proxies, and Funeral Directives. In addition, she handles all aspects of trust and estate administration from inception to closing, including the preparation of accountings, estate tax, fiduciary income tax, and gift tax returns. Lauren also handles residential real estate.

As an active member of the community, Lauren is currently the Ninth District Representative for the Trust and Estate Law Section Executive Committee of the New York State Bar Association. In this role, she is also a member of the Ninth Judicial District Surrogate’s Committee. In addition, Lauren serves on the Trust and Estate Section Executive Committee for the Westchester County Bar Association and is the Treasurer for the Estate Planning Council of Westchester County.

*Due to the interactive nature of this virtual event, registration is limited to: Clients, friends of clients and members of certain Associations.

Date and Time

Wed, Jun 10, 2020

1:00p - 2:00p EST

Location

Zoom Meeting

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