Money Matters, Online: Estate Planning Basics

Date and Time
Tuesday, May 21, 2024, 11:30 AM - 1 PM
End times are approximate. Events may end early or late.

Location

ONLINE - Details will be emailed upon registration
Thomas Yoseloff Business Center at SNFL
Event Details

**This event is online only**

 

Shu-Ping Shen discusses the importance of estate planning, no matter one’s net worth, and the various documents to have on hand to ensure that your estate is properly managed.

Topics covered include:

  • The purpose and necessity of wills
  • Powers of attorney
  • Health care proxies
  • Living wills

 

Click here to Register

 

About The Presenter:

Shu-Ping Shen

Shu-Ping Shen focuses his practice on domestic and international trusts and estate planning, with a particular emphasis on gift, estate and generation-skipping tax planning for high-net-worth individuals and families. His practice includes the preparation of wills and trusts, estate and trust administration, and the representation of fiduciaries and beneficiaries in this regard. He also has experience counseling clients on charitable planning, including making charitable gifts and establishing public charities and private foundations.

 

 

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Assistive Listening and ASL
ASL interpretation and real-time (CART) captioning available upon request. Please submit your request at least two weeks in advance by emailing accessibility@nypl.org.