A Multi-Disciplined Approach to Planning in 2022
Date: Tuesday, February 1, 2022
Time: 11:30am - 1:00pm
Location: DoubleTree Suites, 2601 Richmond Rd, Lexington
Speaker: Suzanne Shaffar, Doug Dean and Bill Stone - Glenview Trust Co, Louisville, KY
WHAT: A Multi-Disciplined Approach to Planning in 2022
WHO: Suzanne Shaffar, Doug Dean and Bill Stone - Glenview Trust Co, Louisville, KY
WHERE: DoubleTree Guest Suites, 2601 Richmond Rd, Lexington
WHEN: Tuesday, February 1, 2022 - 11:30
COST: $15 for members, $25 for guests
We are excited to have one of our own members speak to us for our February meeting! Suzanne Shaffar is a long-time member of the Bluegrass Estate Planning Council. She will be bringing her vast knowledge back to Lexington to talk about the current state of estate planning and how things might change - or stay the same - for 2022. This topic is planning to cover the Smaldino case and step transactions. Also covered will be trust income tax elections and the markets in 2022 and how they can affect planning.
Suzanne has nearly fifteen years of legal experience in Estate Planning, Probate and Trust Administration. A founding member of and previously the managing partner of the Lexington Estate Planning practice of Embry Merritt Shaffar Womack, PLLC, she is now Trust Principal at Glenview Trust Co. She has been recognized by several peer reviewed publications as a leader in the field of Estate Planning and Probate Law. She received her Juris Doctorate and completed her Estate Planning certification through Temple University.
Joining Suzanne will be her colleagues, Doug Dean, Managing Principal of Glenview Trust, and Bill Stone, Chief Investment Officer of Glenview Trust.
Please join us at the DoubleTree Guest Suites, 2601 Richmond Rd, for the remainder of our meetings this year. A buffet lunch with be served. The cost of this meeting is $15 for members and $25 for guests.
***BACK BY POPULAR DEMAND: Our $500 Visa gift card giveaway is coming back for the remainder of this program year. Bring a business card to put in the box when you check in to any in-person meeting and become entered to win this awesome prize, which will be drawn for at our May 3rd meeting. The more you attend, the more chances you have to win!
If you wish to attend this meeting, you must RSVP no later than 12:00 PM NOON on Monday, January 31st, by either clicking this link - https://www.bgepc.org/events/event/21544 - or by replying directly to this email. Please be sure to RSVP so that we have plenty of space and food for everyone. Those who come to the meeting having not RSVP'd may run the risk of being turned away at the door if there is not enough space, so please be sure to RSVP even if you have pre-paid your lunches for the year.
If you will be bringing a guest, please be sure that I have their name so that a nametag can be prepared for them.
We look forward to seeing you on Tuesday, February 1st, from 11:30-1:00 at the DoubleTree Guest Suites!
Melissa Gregory, Council Executive
~As always...we would like to thank our wonderful sponsors:~
Community Trust and Investment Company
See Upcoming Event Calendar