ESTATE PLANNING  101


WEDNESDAY, November 20, 2024
12 to 1:00 PM
A Lunch Hour Virtual Program

Meet William Stafford

Daniels & Tredennick Law Firm

Our friends from The Wharton Club of Housotn invite all Harvard alumni to attend their November 20th, noon hour virtual program Estate Planning 101 Workshop, which will be led by esteemed Penn alum William D. Stafford, Partner at Houston's Daniels & Tredennick law firm. Will is a graduate of Tulane University (BS, MA) and Penn Law (JD); he also holds a certificate in Business & Public Policy from Wharton!  He has generously volunteered his time to put together an informative, interesting, and oh-so-necessary hour-long workshop for your benefit.

This is a FREE program for all Harvard alums, but you need to RSVP in advance. Click HERE to register your attendance. The link will redirect you to the Wharton Club event page (simply scroll down to the bottom of that page and you will see the registration section). The Zoom link will be released to registrants on Tuesday, November 19th. 

As we head into the holiday season, now is the perfect time to consider whether your current estate plan (you actually have one, even if you don’t know it!) is optimally designed to, 1) protect those you love the most, and 2) achieve the best tax result, especially in light of an election year and next year’s substantial reduction of the lifetime estate and gift tax exemption.

Whether you are just putting together a plan or want to update your existing plan, join us on Wednesday, 11/20, from 12-1pm and learn about:

1)   What does "estate planning" truly mean?

2)   What are trusts, and which type(s) may be relevant to me?

3)   What are some best practices in tax savings for the next generation?

4)   If I am a business owner or have a sizeable asset portfolio, how can I optimize passing this on to my loved ones?

5)   What are some common pitfalls to avoid in estate planning?


There will be plenty of time for Q&A - if you have any questions that you'd like Will to address, please email your questions in advance to sarah@followustosuccess.com (Sarah is the Wharton Club board member putting this session together).  This session is educational only, and is not meant to provide any legal advice.


I hope you can take advantage of this informative program,

Esther Olivarez
President
Harvard University Club of Houston