Ensuring Your Estate Plan is Ready for 2025
Join us to discuss strategies designed to prepare for a new regulatory landscape and potential tax changes coming in 2025, while supporting the land and people of Israel.
Thursday, December 5, 2024
4:00 - 5:00 pm ET / 1:00 - 2:00 pm PT
Zoom
Link Provided Upon Registration
Link Provided Upon Registration
Featuring
Mark Horowitz
Managing Director, Wealth Management, Senior Portfolio Management Director and Financial Advisor, Morgan Stanley
With over 25 years of experience in financial markets, Mark Horowitz provides comprehensive wealth management strategies and services for high-net-worth individuals and their families. Previously, Horowitz served as Principal at Bernstein Global Wealth Management for nearly 12 years and has lectured as an adjunct professor at New York University.
Avi Z. Kestenbaum, Esq.
Partner, Meltzer Lippe
Avi Z. Kestenbaum serves as a legal advisor to many prominent charitable organizations and has developed a niche practice in the complicated area of charitable planning and the structuring and operations of nonprofit organizations under federal and state laws. He is also co-founder of STEP Long Island, has a substantial international tax and estate planning practice, and is a member of Trusts & Estates Magazine editorial and advisory board.
Ticket Pricing
No Cost to Attend
RSVP Required
No Cost To Attend
More Information
Matt Bernstein, Chief Planned Giving Officer
mbernstein@jnf.org • 800.474.4563
Allison Nagelberg, Esq., Director, Planned Giving, Northeast
anagelberg@jnf.org • 888.731.8823
Bill Adolph, Director, Planned Giving, Midwest
badolph@jnf.org • 888.563.0830
Cynthia Hizami, Esq., Director, Planned Giving, West Coast
chizami@jnf.org • 888.563.2008
Robin Dermer, Esq., Director, Planned Giving, Florida
rdermer@jnf.org • 888.563.5640