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In Case You Missed It: Creative Charitable Planning - Leave a Legacy (VIDEO)

In Case You Missed It: Creative Charitable Planning - Leave a Legacy (VIDEO)

VMM partner Morris Sabbagh presented a webinar exploring creative ways to maximize charitable giving while optimizing tax benefits.

The interactive live webinar explored upcoming changes to the estate and gift tax exemptions, as well as strategies and best practices for incorporating philanthropy into financial and estate planning, ensuring that people's legacy reflects their values and makes a lasting impact on the institutions they care about.

The webinar was presented in collaboration with the Center for Jewish History in New York. VMM, represented by Mr. Sabbagh and associate Helen Tuckman, is a corporate sponsor of CJH and cofounding member of its Professional Advisory Board.

The webinar was held on September 19, 2024.

     

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