Connections Magazine Fall 2018

Page 14

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You can’t take it with you How estate planning and planned giving can help you support people and places you love

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ou can have it all, but you can’t take it with you. The second part of that compound cliché is the title of a special event on legacy giving sponsored by the library Development Office on Tuesday, Oct. 16 at 4 p.m. in the Community Room. Stanley Katz, professor at Princeton University’s Woodrow Wilson School, will moderate a panel discussion featuring financial planner Michael Petrone, attorney Fiona Van Dyck and CPA Michelle Everman. “The Tax Act of 2017 made significant changes in the taxation in charitable giving and it is never too late to think about your estate plan and planned personal giving,” said Katz, a co-founder and editor of the History of Philanthropy Blog. “We have put together a group of experts whose charge is to explain a non-expert audience about what the changes are and to suggest certain kinds of strategies and considerations for their planned giving and overall estate plans.” Petrone joined Petrone Associates as a certified financial planner in 2004 after practicing law for a decade with Princeton area law firms Jamieson, Moore, Peskin & Spicer and Pepper Hamilton. He counsels clients on retirement planning, investments and insurance. Petrone is the former chairman of the Princeton Recreation Board and served as a board member of the Financial Planning Association of New Jersey. Van Dyck is an estate planning attorney with her own practice in Princeton who frequently presents seminars concerning estate planning and elder law, including Medicaid and Veterans Administration and Attendance benefits. She instructs New Jersey Attorney General’s Office lawyers on estate planning, estate administration and elder law as part of the office’s continuing legal education program. Van Dyck is an accredited Veterans Administration attorney and a member of the National Academy of Elder Law Attorneys, WealthCounsel and ElderCounsel. Everman, managing director of the individual services and family office group for the Mercadien Group, provides tax, estate, financial and strategic

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Clockwise from top left, Michael Petrone, Fiona Van Dyck, Stanley Katz and Michelle Everman present a program on planning giving titled, “You Can’t Take it With You” on Tuesday, Oct. 16 at 4 p.m.

planning to high-net-worth families and individuals. She serves as a “financial quarterback” for her clients, ensuring tax compliance, coordinating with their advisers and converting numbers to visuals so they can easily understand their financial matters. Prior to joining Mercadien, Everman worked in the audit and tax departments of a Big Four firm. Katz is president emeritus of the American Council of Learned Societies, the national humanities organization in the United States. Formerly Class of 1921 Bicentennial Professor of the History of American Law and Liberty at Princeton University, Katz is a specialist on American legal and constitutional history, and on philanthropy and non-profit institutions. He received the National Humanities Medal from President Barak Obama in 2011. The panel will be introduced by attorney Amy Smith Rogers, a member of the library’s Planned Giving Committee. You Can’t Take it With You, a panel discussion moderated by Stanley Katz, will be Tuesday, Oct. 16 at 4 p.m. in the Community Room.


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