Planned Giving Seminar and Breakfast
Saturday, October 14, 2017 8:30 am - 10:30 am
Location: Talbot Hospice
Description: The Margaret B. Ferree Legacy Society of Talbot Hospice will be hosting “Wills and Probate and Planned Giving 101: What You Need to Know” on Saturday, October 14 from 8:30 am – 10:30 am in the Clark-Guthrie Center at Hospice House, located at 586 Cynwood Drive, Easton.
Guest presenters at the seminar include Charles Capute, Esquire and Elizabeth Spurry, CFP, CFTA. Mr. Capute is an attorney practicing principally in the area of trusts and estates. In 2002 he became the founding member and partner of Charles T. Capute LLC. He has worked with trusts and estates for more than 35 years, and has served in many leadership capacities in the community, including his current position as a member of the board of directors of Shore Regional Health.
Elizabeth Spurry of Trappe is President of Tred Avon Family Wealth in Easton, which offers boutique family office services to help individuals and families preserve and manage family wealth. She is a Certified Trust and Financial Advisor and Certified Financial Planner. She is currently active on the boards of The Harbor Club, The May Foundation, and the Sultana Education Foundation.
In Mr. Capute’s presentation he will discuss the probate process: what it is, how it works, and whether it is wise for you to plan around it. Ms. Spurry will discuss Planned Giving: What it is, overview of the kinds of planned gifts, and what you need to consider as you begin to plan.
The event includes a continental breakfast beginning at 8:30 am. Presentations will be made from 9 am – 10:30 am with time for questions and answers.
Seating is limited and registration is required either by visiting talbothospice.org/events or by contacting Kate Cox, firstname.lastname@example.org, 410-822-6681 x15.
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