October 8, 2024 – Charitable Giving in Estate Planning for the LGBTQIA+ Community

Calendar
Tickets
When:
October 8, 2024 @ 11:45 am – 1:15 pm
2024-10-08T11:45:00-04:00
2024-10-08T13:15:00-04:00
Where:
COhatch Polaris - The Meridian Room
1554 Polaris Pkwy #325; Columbus
OH 43240
Contact:
Dale Abrams
Email

Registration is Closed

Tuesday, October 8, 2024
11:45am-Noon – Registration and networking
Noon-1:15pm – Education Program
**Attendance is limited to 75 individuals; First-come First-served**

CHARITABLE GIVING IN ESTATE PLANNING
FOR THE LGBTQIA+ COMMUNITY

Presenter:   Hannah Botkin-Doty, Esq.

Join Attorney Hannah Botkin-Doty as she delves into engaging with the LGBTQIA+ community while offering financial advice and counsel on charitable giving and estate planning. Hannah will share best practices, including:

— Navigating family dynamics and conflict
— Understanding the legal framework and recent changes impacting estate planning
— Ethical considerations for planners
— Utilizing resources and existing support networks
— Exploring interactive real-life scenarios and case studies 

Presenter bio:  Hannah Botkin-Doty, Esq.

With over a decade of experience, Hannah is the founder of Hannah’s Legal Help, specializing in serving the LGBTQIA+ community in Ohio. A passionate advocate, she writes articles, leads continuing legal education (CLE) sessions, and serves on various boards and committees across Ohio. Hannah lives in Central Ohio with her wife, Kristin, and their son, Lance.

Full Bio

COhatch Polaris
1554 Polaris Pkwy #325
Columbus, OH 43240
The Meridian Room

MAP

AGENDA

11:45am-Noon – Registration and networking
Noon-1:15pm – Education Program
Catered by Chaneice

Advance Registrations Required
$20 AFP Members
No Charge for CGPCO Members* – online reservations required 
*Membership benefits are not transferable to colleagues.
CGPCO members – if you need to cancel please do so before the RSVP deadline or the chapter will be charged for your meal.
$35 Guests – online reservations and credit card payments required by the RSVP deadline
CGPCO Cancellation and Refund Policy
Cancellations received in writing to CentralOhioPlannedGiving@gmail.com by the RSVP deadline are eligible for a full refund.  Cancellations received after the deadline will not receive a refund since we will have paid for your meal.
RSVP Deadline is Noon on Tuesday, October 1
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