Estate Planning in Uncertain Times

Donor Event: Estate Planning in Uncertain Times

When: Thursday, July 10, 2014 at 11:30 a.m.

Where: The Pittsburgh Foundation 
5 PPG Place, Suite 250
Pittsburgh, PA 15222

By invitation

Are you confused about the current tax landscape and the effect on your estate? Should your estate plan be updated to take into account all possibilities? Will Congressional inaction be a benefit or detriment to your estate and its beneficiaries?

We will hold an informative update on the current planned giving opportunities with The Pittsburgh Foundation. The presentation will focus on the importance of considering charity in your estate plan as well as the tax benefits to bequests and the reasons to donate life insurance or retirement plans to charity.

ABOUT JON SCHMERLING

Jon is a Director of Cohen & Grigsby, and Chair of the Estates and Trusts Group. He has over three decades of experience in estate planning and administration, taxation, and charitable giving. He helps individuals develop strategies to meet their income, gift, estate, and charitable planning goals. Jon is a member of the Allegheny Bar Association, the Pennsylvania Bar Association, the New York State Bar Association, and the Estate Planning Council.