Join us for this live seminar! Charitable Planning 2024 and Beyond.
Date: May 15, 2024; Time: 12:00pm registration/lunch; 12:30: presentation
Location: Proprietor’s Lodge, 22 Waubeek Rd, Pittsfield, Massachusetts
Presenter: Pamela R. Green, Esq., Smith Green & Holmes
During this presentation we will discuss a variety of issues related to charitable planning including:
how to properly draft charitable bequests in Wills and Trusts;
best ways to leverage IRAs for charitable gifts and bequests;
how donor advised funds can simplify planning and accomplish more complex charitable intentions;
charitable remainder trusts; and
estate administration issues relative to charitable bequests.
We will also honor the memory of Virginia Stanton Smith.
RSVP to Marianne Fresia (button below). Free for Members! Non-members: $40. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!
Presenter Biography
Pamela R. Green is a partner in the law firm of Smith Green & Gold, LLP in Pittsfield, Mass., where she concentrates her practice on sophisticated trust, estate and tax planning, estate administration, elder law and real estate. Pam was named to Boston magazine’s “Super Lawyers Rising Stars” list in 2013-2016 and was part of the inaugural class of young professionals named as “Berkshire County 40 Under Forty,” presented in 2016 by Berkshire Community College. Pam volunteers her time as vice-chair of the Pittsfield Economic Development Authority board of directors, general counsel for the Berkshire Scenic Railway Museum, and is the past board chair of the Berkshire County Estate Planning Council. She is a magna cum laude graduate of Western New England University School of Law, where she served as managing editor of the law review. Pam is also a cum laude graduate of The Catholic University of America in Washington, D.C., where she earned a bachelor’s and master’s degree in world politics.
