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November 21, 2023 @ 12:00 pm - 1:00 pm
Avoiding Estate Plan Family Feuds and Other Disasters
35% of adults in the U.S. say they or someone they know experienced familial conflict because an estate plan or will was not put in place. This webinar will focus on the best practices to be employed for estate planning in addition to practical steps in order to avoid family conflict. This program will contain useful information that will aid you to:
• Ensure your final wishes are fulfilled.
• Protect your legacy.
• Avoid family feuds and disgruntled heirs.
• Avoid some major pitfalls that can turn a simple estate plan into a complicated mess.
Presented by Jonathan Gudema, Esq.
Jonathan has over 20 years of experience working with and advising individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options.In addition to being a practicing attorney he has also held senior positions in planned giving at the Anti-Defamation League, United Jewish Communities and Continuum Health Partners where he was responsible cultivating planned gifts and managing their planned giving programs. Jonathan is also the author of The Planned Giving Blog (www.plannedgivingadvisors.com), which provides news and commentary on the field planned.Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law. Paul Kaplan Senior Development Officer
Introduction by Paul Kaplan
Paul Kaplan, Senior Development Officer, Institutional Advancement, Paul is engaged with current and prospective donors at the OU with the goal of increasing membership in the Benefactor Circle. He also spearheads the OU›s efforts to engage donors in legacy giving. He has dedicated over twenty years of his professional career to helping others, including over a decade in nonprofit fundraising. Paul holds a bachelors in business administration and marketing from East Carolina University and a master’s in education from Penn State University.
Click here to register for the Zoom link for online participation and/or to receive the recording following the program
CORPORATE SPONSORS:
MEMORY MATTERS — https://renayudkowsky.com/signature-course/
CAPITIL REAL ESTATE — https://capitil.com/
MEDICARE INSURANCE SPECIALIST — https://www.65andready.com/
FORSPANKLEAR, LLP — https://www.forspanklear.com/
WINSTON WEALTH ADVISORS — https://www.winstonwealthadvisors.com/ou-spirit
SCHWARTZ BROTHERS JEFFER/SINAI CHAPEL/PARKSIDE MEMORIAL CHAPELS — https://www.dignitymemorial.com/funeral-homes/forest-hills-ny/schwartz-brothers-jeffer-memorial-chapels/4131
CITIZENS BANK — https://lo.citizensbank.com/nj/woodcliff-lake/david-siegel
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We have created a new SPIRIT website with archives and upcoming programs! Now you can watch all of the SPIRIT presentations geared toward retirees- on subjects such as history to exercise to mental health, all in one place!
CLICK HERE to enjoy past programs on-demand at your convenience!
The information provided by the OU SPIRIT program is for informational purposes only and should not be construed as advice on any legal/medical/nutritional/mental health/ financial/halachic or other subject matter. You should not act or refrain from acting on the basis of the information you learn during a SPIRIT program without seeking legal/medical/nutritional/mental health/financial/Rabbinic or other appropriate professional advice.
Partnering Synagogues:
Anshei Chesed Congregation, Boynton Beach (FL)
Anshei Emuna Congregation, Delray Beach (FL)
Beth David Synagogue, West Hartford (CT)
Bialystoker Synagogue, New York (NY)
B’nai Israel-Ohev Zedek, Philadelphia (PA)
Congregation Agudath Sholom, Stamford (CT)
Congregation Ahavas Sholom, Columbus (OH)
Congregation Aitz Chaim, West Palm Beach (FL)
Congregation Anshe Sfard, New Orleans (LA)
Congregation Anshe Sfard Kehillat Torah, Glendale (WI)
Congregation Beth Hamedrosh, Wynnewood (PA)
Congregation Beth Aaron, Teaneck (NJ)
Congregation Beth Ora, Montreal (QUE)
Congregation Beth Sholom, Providence (RI)
Congregation Bnai Yeshurun, Teaneck (NJ)
Congregation Etz Chaim of Kew Gardens Hills (NY)
Congregation Kehilath Jeshurun, New York (NY)
Congregation Machane Chodosh, Forest Hills, NY
Congregation Ohav Zedek, Wilkes-Barre (PA)
Congregation Tiferet Israel, Austin (TX)
Congregation Torah Ohr, Boca Raton (FL)
Congregation Zvi Jacob, Utica (NY)
Darchei Noam, Minneapolis (MN)
East Denver Orthodox Synagogue (EDOS), Denver (CO)
Fleetwood Synagogue, Fleetwood (NY)
Jewish Center of Atlantic Beach (NY)
Kehillat New Hempstead (NY)
Kehillat Shaarei Torah of Toronto (ONT)
Keneseth Beth Israel, Richmond (VA)
Ner Tamid Greenspring Valley Synagogue, Baltimore (MD)
Suburban Orthodox Congregation Toras Chaim, Baltimore (MD)
Suburban Torah, Livingston (NJ)
United Orthodox Synagogues, Houston (TX)
Young Israel of Bal Harbour, Surfside (FL)
Young Israel of Brookline (MA)
Young Israel of Deerfield Beach (FL)
Young Israel of East Brunswick (NJ)
Young Israel of Elkins Park (PA)
Young Israel of Fort Lee (NJ)
Young Israel of Hillcrest (NY)
Young Israel of Hollywood/Ft. Lauderdale (FL)
Young Israel of Kew Gardens Hills (NY)
Young Israel of New Hyde Park (NY)
Young Israel of Plainview (NY)
Young Israel of Queens Valley (NY)
Young Israel of Southfield (MI)
Young Israel of Stamford (CT)
Young Israel of West Hartford (CT)
Young Israel of West Hempstead (NY)