Our speaker Samantha L. Heaton, JD, Harvard Law School, is an attorney at Winthrop & Weinstine, P.A., who practices in the areas of estate and gift planning, including charitable giving, as well as probate and trust administration. She has extensive experience working with families to craft tailored plans for each family’s circumstances and goals. Samantha focuses on preparing comprehensive estate and gift plans that are implemented through wills, trust agreements and related documents. She represents high-net worth individuals in charitable gift planning, tax planning, and probate and trust administration, and also works with private foundations and other nonprofit organizations in entity formation, obtaining tax-exempt status, and various governance and compliance matters. Outside of work, Samantha is the Secretary and Program Chair of Bolder Options, a local youth mentoring nonprofit, and serves on her church council.
CLE Credit will be applied for.
Please RSVP by May 4, 2018.
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Non-Member Cost: $10
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