Creating a Meaningful Future Post:
Exit with Estate and Charitable Gift Planning
We are looking forward to you joining our discussion at our September meeting as we wrap up our planning for Tanya and Telecom Partners! A most important topic to help Tanya achieve the best results of our excellent year long planning:
Areas of discussion will include:
- Customized estate planning strategies
- Estate tax mitigation options
- Charitable strategies including:
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- Charitable Remainder Trusts vs. Pooled Income Trusts
- Donor Advised Funds vs. Private Foundations
We are pleased that you have joined our exit planning team this year, and appreciate your valuable contributions. If you have not, please print the Case Study, read it, and bring a copy to our next meeting on September 20th.
Also, please remember to sign up early – by September 15th – the week ahead of our meeting. Our venues need lead time to best prepare for us!
Click here for the Case Study.
Our Speakers:
Jan Ridgely- United Charitable
Jan Ridgely, MS, CEO, has more than 30 years of professional experience in such diverse fields as journalism, public policy, technology, marketing and communications, specializing in strategic development, program management and administration. At the helm of United Charitable for the past 13 years, Jan has opened new avenues of growth and development for the organization, with a keen eye on policy, the economy, and the charitable sector. United Charitable is a national, public charity, that is unique in its ability to advance social impact, specializing in charitable planning strategies and managing charitable giving programs. UC works side-by-side with financial advisers, CPAs, estate attorneys, exit and succession planners, and other trusted advisors to make a greater charitable impact and secure donor legacies today and for generations to come.
Roger McClure
Roger McClure has over 40 years of experience in estate planning and business succession planning. He has planned and implemented sales of businesses in real estate, professional services, high tech and other industries and has been involved in over $600,000,000 in transactions. He is a graduate of BEI, Exit Planning Solutions. He is former President of the Northern Virginia Estate Planning Council and of the Northern Virginia Apartment Association. He has spoked nationally on exit planning for professional groups, including his talk on “How to Design a Buy-Sell Agreement in 20 minutes”. He began his legal career with the Federal Trade Commission reviewing mergers, acquisitions and unfair business practices. He has a strong background in public policy, having served for ten years in the Virginia legislature as a Delegate representing southwest Fairfax County.
