Join us for the Psi Upsilon Virtual Speaker Series, live online Thursday March 4th 6:00-6:45pm EST
Best practices for Estate Planning & Planned Giving presented by the Schoepflin Society
Our speakers will be Charles M. Hall ESQ, Nu Alpha ‘71(Washington & Lee University), Gamma Tau ’91 (h.) and Jay Mather, Tau ‘00 (the University of Pennsylvania).
Presented by the Schoepflin Society
Charles M. Hall ESQ, Nu Alpha ‘71 (Washington & Lee University), Gamma Tau ’91 (h.)
In addition his other areas of law practice, Chuck helps clients manage their estate planning goals through the use of wills, trusts, and other estate planning tools. He assists clients in drafting life insurance trusts, estate tax planning documents, business succession plans, healthcare directives / living wills, powers of attorney, and more, personally handling each case. Chuck is a former president of the Psi Upsilon Foundation, and a recipient of the Distinguished Alumni Service Award.
Jay Mather, Tau ‘00 (the University of Pennsylvania). Jay is an associate at Lenox Advisors. With his individual clients, he specialize in comprehensive estate planning, risk management, charitable gifting, cash flow & retirement planning, education funding, succession planning, investments, and wealth management strategies. With corporate clients, Jay helps attract, reward, and retain key employees through structuring in-depth employee benefits strategies and executive carve-out programs.