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Gift Planning | Estate Planning Seminars
Estate Planning Seminars

Next event: October, 1999

We offer special seminars throughout the year on basic and advanced estate planning, techniques to reduce estate taxes, and retirement planning. These seminars are free, members-only events featuring presentations by experts in the field of estate planning and tax and financial planners. There are always extensive question and answer opportunities.

Topics can include: the basics of wills, trusts, and the steps an executor and family must go through when a person dies, including ways to minimize this process; an overview of the federal and Ohio estate tax rules; adding income for life while obtaining a tax deduction; how you can reduce your taxes; charitable planning strategies and techniques; trusts and how they and foundations can be used to your advantage; business succession planning; and personal financial management.

If you'd like more information on our upcoming programs contact
Director of Development
 Jack Stinedurf
 jstinedurf@clevelandart.org
 216-707-2484

We are always available to discuss techniques to preserve your assets, the museum's planned giving programs (such as bequests), and ways to provide income to yourself or loved one(s) while simultaneously making a gift to the museum.


Please be assured that your inquiry is confidential and places you under no obligation.

Director of Development
 Jack Stinedurf
 jstinedurf@clevelandart.org
 216-707-2484


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