PRESENTED BY:
Living Your Legacy Speaker Series
First Session
Thursday, July 18, 2024 | Missouri Botanical Garden
10 am - 12 pm
SSM Health Cardinal Glennon Children’s Hospital and Missouri Botanical Garden have partnered once again to present the Living Your Legacy series as a service to the St. Louis philanthropic community. After a highly successful first year, these celebrated St. Louis institutions were encouraged to continue their collaboration.
Living Your Legacy brings together a unique series of expert panels, giving donors important information as they plan their legacy. Community experts share practical ways to explore planned giving opportunities and their benefits – ensuring your legacy for your community and your family.
Join us for Living Your Legacy to enjoy the company of fellow philanthropists and learn from industry experts to plan your great legacy.
Light fare du jour and refreshments will be served.
Living Your Legacy is a planned giving series jointly sponsored by SSM Health Cardinal Glennon Children’s Hospital and the Missouri Botanical Garden.
To RSVP, call 314-633-7351 or email Rose.Brower@ssmhealth.com
| Thursday, July 18, 2024 Series Topics | Speakers |
|---|---|
| Joint Planning Models for Estate Planning A Lasting Legacy for the Next Generation | Paul Gantner |
| Executing Your Plan: Transferring Assets into Your Trust Trust Administration Liquidation Strategies and Pitfalls | Adam Ford |
| Thursday, October 22, 2024 Series Topics | Speakers |
|---|---|
| Why charitable gifts made during lifetime are better from a tax standpoint than bequests | Larry Katzenstein |
| Panel Discussion: Retirement and Taxes: Available Charitable Giving Tools | Larry Katzenstein Adam Ford Dominic Pisoni |
Living Your Legacy Panel of Experts
Paul Gantner is owner of the estate planning and elder law firm Amen, Gantner and Capriano. Along with his law degree, Paul holds an MBA, is Veterans Affairs accredited, holds an active insurance license and is Series 65 licensed as an investment adviser. Paul frequently speaks for the Missouri Bar and other organizations. He is rated 10 out of 10 on AVVO which considers experience, notoriety and both peer and client reviews. Paul’s mission is to help families secure their legacies by embracing clients as members of his law firm family through long-term, personal advisory relationships.
Adam Ford is an advisor with Moneta Group where he acts as a fiduciary for client’s wealth management needs, including financial planning, tax planning and estate planning guidance. Through his services, Adam has guided numerous clients through complex financial planning matters, including purchasing/selling a business, advanced estate planning techniques and advanced philanthropic planning. At his core, Adam has a passion for helping families navigate life’s path through all their financial needs and works tirelessly to help them achieve their financial and wealth goals.
Larry Katzenstein is a nationally-known authority on estate planning and exempt organizations and a frequent speaker to professional groups nationally. He divides his practice between representation of wealthy individuals in estate and philanthropic planning and serving as outside counsel to exempt organizations nationwide. He appears annually on several American Law Institute estate planning programs and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute. Larry has served as an adjunct professor at the Washington University School of Law, where he has taught both estate and gift taxation and fiduciary income taxation.
Dominic Pisoni is a Partner in RubinBrown’s Entrepreneurial Services Group. He has over 20 years of public accounting experience, focusing his efforts with privately held businesses and start-up companies. He serves clients in many industries with a variety of business needs including financial statement preparation, outsourced accounting and tax return preparation and planning. Dominic received a B.S. in Accounting from Truman State University. He is a Member, Missouri Society of Certified Public Accounts and Member, American Institute of Certified Public Accountants.