The Who, What, and When of Planned Gifts
Thank you to our Special Gold Sponsor
Topics to include:
- Professionals working together to achieve donor goals
- Specific language for gift agreements
- When is a gift mature?
- The new tax law
Agenda12:00 pm Registration, Networking & Lunch
12:20 pm Welcome & Announcements
12:30 pm Presentation
1:30 pm Program Adjourns
Senior Executive Director of Planned Giving, East Region
World Vision, USA
Board member, Chesapeake Planned Giving Council
Eric Brotman, CFP
President & Management Principal
Brotman Financial Group, Inc.
Eric D. Brotman, CFP, AEP, CPWA is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners. Mr. Brotman’s clients enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.
Elizabeth E. Green, Esq.
Pessin Katz Law, P.A.
Elizabeth Green is a Member in PK Law’s Wealth Preservation Department. Ms. Green advises individuals and families on basic to sophisticated estate planning. She works closely with her clients in preparing the necessary documents including wills, powers of attorney, healthcare directives and various forms of trusts to ensure her clients’ estate planning needs and wishes are achieved. Her depth of knowledge in estate planning, tax and charitable planning combined with the compassion she extends is greatly appreciated by her clients who are often in crisis and in desperate need of guidance. Ms. Green has assisted many clients in addressing the unique issues surrounding disabled and elderly family members; the difficult process of handling the affairs of a deceased family member or close friend; and business owners with succession planning, mergers and acquisitions, financing and day-to-day business concerns.
Sarah Kahl, Esq.
Sarah Kahl is Counsel in the Venable's Tax and Wealth Planning Group. She focuses her practice on tax and estate planning for individuals and families. She also represents fiduciaries and beneficiaries on the proper administration of a trust under Maryland law. With her trust practice, Ms. Kahl advises trustees on how to comply with the terms of the trust document and Maryland law. She also advises trust beneficiaries on their rights with respect to a trust.
Sponsorship OpportunitiesSilver Sponsor $500
- Exhibit Table and one complimentary registration to the specific event sponsored.
- Recognition as a Silver Sponsor form the podium.
- Listed as an event Silver Sponsor with logo and hyperlink in the event promotion.
- Post-event attendee list.
Event Sponsor (TWO AVAILABLE) $300
- Exhibit Table and one complimentary registration.
- Recognition form the podium as an event sponsor.
- Listed as an Event Sponsor with logo and hyperlink in event promotion.