Thursday, December 7, 2023
12:00 PM —
Estate Planning Overview for Planned and Major Gift Officers, Basic to Complex
12:00 Noon: Program Begins
Estate planning involves much more than drafting wills; it’s being able to allow a donor to think about their wealth, not just their cash. Dana Bennett, Esq., an accomplished attorney practicing law in Red Bank, N.J., will share some estate planning document basics, as well as more sophisticated estate planning concepts that many of our donors and potential donors are considering and using, and that all development professionals would benefit from knowing more about. Dana will shed light on what you need to know about estate planning to better serve your donors, as well as share what’s new in estate planning, thanks to some new laws on the books. Join us to learn why everyone needs an estate plan and what happens if one fails to plan. Be prepared and in the know about issues and laws that affect many of our donors when they are thinking about including our charities in their estate plans.
Dana A. Bennett
Bennett Law LLC
Dana A. Bennett is a partner at Bennett Law LLC with offices in Red Bank and Brick. She devotes her practice to estate planning, probate and estate administration, estate and gift tax matters, income tax planning for trusts and estates and estate planning for retirement benefits.
Ms. Bennett is admitted to practice in New Jersey and New York. She is a fellow of the American College of Trust and Estate Counsel (ACTEC) and Past Chair of the Board of Consultors of the Real Property, Trust and Estate Law Section of the New Jersey State Bar Association. She is also a current trustee and former chair of the Monmouth County Bar Association’s Probate and Administration Committee and is a member of the American and New York Bar Associations. Ms. Bennett is also a member and former President of the Estate and Financial Planning Council of Central New Jersey.
Ms. Bennett received her B.A., cum laude, from Villanova University, her J.D. from Seton Hall University School of Law and her LL.M. in Taxation from New York University School of Law.
Virtual Webinar Fees
NJCGP Member: Free