Estate Planning for Non-Traditional Families

May Education Program and Networking Breakfast

Estate Planning for Non-Traditional Families Presented by Stephanie Pahides Kalogredis

Ms. Kalogredis concentrates her practice in Estate Planning and Estate and Trust Administration and Wealth Transfer and Succession Planning working primarily at the Bryn Mawr office of Lamb McErlane.

For more than 14 years, Stephanie has helped her clients find personalized solutions to meet their estate planning goals through the use of wills, trusts, gifting and legal agreements. Pre and Post Marital Agreements and Co-habitation Agreements and trusts are often utilized to effectuate planning goals as well as matters unique to non-traditional families. Ms. Kalogredis also provides counsel to trustees and executors so they can properly carry out their fiduciary responsibilities and to beneficiaries with respect to their rights to inheritance under wills, trusts and the intestacy laws of Pennsylvania.

Agenda

7.30 am: Registration, Breakfast and Networking

8.00 am: Presentation

9.00 am: Q&A Session

9.30 am: Conclusion

** Applied for PA Insurance CE **