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Securing your Family Legacy: Understanding Estate Planning and the new SECURE Act

Update 4.6.2020 – Please note that this free panel discussion on planned giving has been POSTPONED. Please check back for updates. 

Join local trust, estates, and wealth preservation attorneys David Frees and Douglas Kaune of Unruh, Turner, Burke & Frees and their special guests for a free panel discussion. This is event is co-hosted by the Colonial Theatre and French & Pickering Creeks Conservation Trust.

At ‘Securing your Family Legacy: Understanding Estate Planning that truly Protects Your Heirs & How the New SECURE Act Changes IRAs, 401(k)s, and Retirement Accounts Forever’, you’ll get answers from experts to your questions about wills, trusts, and protecting your heirs from lawsuits and divorce. Topics will include:

  • How the newly created federal ‘SECURE Act’ changes the way you’ll deal with IRAs and retirement accounts and what you must know to avoid a disaster for your heirs.
  • What almost all American wills and trusts lack, and how you can ensure you’re not making the same mistakes
  • How to be truly supportive of vital local charities without harming your heirs or creating more work or delays in resolving your estate

All attendees will get a small popcorn; Unruh, Turner, Burke & Frees’ estate planning guide; a briefing on the SECURE Act; and a copy of Dave Frees’ book, Estate Planning Secrets of the Affluent.

Seating in the Berry Theatre is limited, which is why we respectfully request advance reservations. Secure your spot by clicking the ‘Get Tickets’ link above, visiting the Colonial Theatre’s box office, or emailing or calling Emily Simmons at emily@thecolonialtheatre.com or (610) 917-1228.

 

MEET THE PANELISTS:

David M. Frees, III – Unruh, Turner, Burke & Frees:  Mr. Frees heads the Firm’s Trust, Estate and Wealth Preservation Section, and Co-chairs the Elder Law Solutions section of the Firm. Mr. Frees serves, or has served, on the boards of multiple trust companies and trust committees. He has appeared on National Public Radio (NPR), and is a frequent speaker in the areas of trust and estate planning and administration and communication and presentation skills. Mr. Frees has been awarded the designation of Pennsylvania Super Lawyer in Philadelphia Magazine in multiple years (by Super Lawyers©, a Thomson Reuters Company). Mr. Frees was named as a “Top Lawyer” in Trusts, Wills and Estates by Main Line Today Magazine.

Douglas Kaune – Unruh, Turner, Burke & Frees: Mr. Kaune’s practice is focused in the areas of estate planning, estate and trust administration, creditor protection, elder law, nursing home and Medicaid planning. He is a frequent speaker on the topics related to his practice. Mr. Kaune has been named a “Top Lawyer” by Main Line Today magazine in the Elder Law Section and has also been recognized as a leading attorney by Suburban Life magazine.

Gerald (Jerry) D. Fahey, CFP® – Hoover Financial Advisors, PC:  Mr. Fahey joined Hoover Financial Advisors in 2013 to help clients get organized and develop a personalized financial planor a plan for life. In working as a CFP® professional for many years, he is adept in numerous areas including retirement planning, retirement income planning, Social Security benefits, cash flow management, investment planning,insurance planning, income tax planning and education planning. He earned a Bachelor of Arts degree in Economics from the University of Massachusetts@ Amherst, a Graduate Certificate in Financial Planning from Boston University and has been a Certified Financial Planner®practitioner since 2004. Mr. Fahey holds a PA Life, Accident and Health Insurance license.

Beth Harper Briglia, CPA & CAP – Chester County Community Foundation: Ms. Briglia is the Executive Vice President of Philanthropy Services for the Chester County Community Foundation. She works directly with individuals, families, corporations and nonprofit organizations that are interested in establishing charitable funds at the Foundation. She also manages the Foundation’s grants, scholarships and legacy gifting programs. Ms. Briglia has worked with nonprofit organizations providing consulting and training services through LaSalle University’s Nonprofit Center. In addition, she has over a dozen years of accounting and consulting experience in diversified financial service environments, including asset management, insurance and banking. She is a Certified Public Accountant (CPA) and a Chartered Advisor in Philanthropy (CAP). Her current volunteer activities include serving as a Vice Chair of Bishop Shanahan High School Advisory Board – Chair of the Finance Committee and member of the Legacy Society Committee. She is a member of the Kiwanis Club of Phoenixville. Ms. Briglia has served as President of La Salle University’s Alumni Board; President of The Clay Studio Board of Directors, Vice Chair of the Board and a member of the Finance Committee of Catholic Social Services and related corporations, and Board member of Junior Achievement (Chicago).