The Richmond Jewish Foundation, in partnership with the Bon Secours Health Foundation, invites attorneys, financial advisors, charitable professionals, and community leaders to a timely discussion on preserving family values, wealth, and charitable impact in an evolving political and economic environment.
Drawing on decades of experience advising families, foundations, and nonprofits across the country, Ed Beckwith will provide practical insights into estate planning, family philanthropy, charitable giving, and multigenerational legacy planning amid potential legislative and tax law changes.
Topics Include:
• Planning for potential estate and gift tax changes
• Family governance and values-based legacy planning
• Charitable giving strategies in a changing environment
• Opportunities and challenges for high-net-worth families
• Practical considerations for attorneys and professional advisors