You Don't Know What You Don't Know
Wednesday, November 12, 2025 • 21 Cheshvan 5786
7:00 PM - 8:30 PMThis registration is for WEDNESDAY, NOVEMBER 12.
If you would like to register for SUNDAY, NOVEMBER 9, please click here.
Join Lee Katz, elder care adviser (non-attorney), trustee, executor and work out guy to see “others” mistakes and how you can avoid mistakes that can cost your heirs significantly.
This seminar should be used as a tune-up to your financial planning to enable you to create value and more easily transfer $$$ to your heirs. The goal is to ease the transitions and maximize the value of your dollar bequests to loved one’s and next generation heirs.
Lee will help you create a detailed check list/road map for a successful transition of your assets, so you’ll be prepared. Preparing this check list in advance facilitates the transfer of assets and allows a detailed review of all your wishes to eliminate chances of error.
The discussion will include your legacy and bequests desires for clarity. This information can then be discussed with your legal and financial advisors.
The key to a successful asset transition is managing and fine tuning your wishes before and NOT after a loss. You could be diluting the bequests you desire with inconsistent documentation.
You will receive a handout at this event to guide you through the process.
This seminar should be used as a tune-up to your financial planning to enable you to create value and more easily transfer $$$ to your heirs. The goal is to ease the transitions and maximize the value of your dollar bequests to loved one’s and next generation heirs.
Lee will help you create a detailed check list/road map for a successful transition of your assets, so you’ll be prepared. Preparing this check list in advance facilitates the transfer of assets and allows a detailed review of all your wishes to eliminate chances of error.
The discussion will include your legacy and bequests desires for clarity. This information can then be discussed with your legal and financial advisors.
The key to a successful asset transition is managing and fine tuning your wishes before and NOT after a loss. You could be diluting the bequests you desire with inconsistent documentation.
You will receive a handout at this event to guide you through the process.
For more information about the B’nai Torah Foundation and ways that you can contribute to our endowment, please visit B'nai Torah Foundation - Congregation B’nai Torah
Registration opens 10/09/2025 12:00:00 AM
| Share Print Save To My Calendar |
Mon, October 6 2025 14 Tishrei 5786