Jeffrey C. Goss & Dana C. Panagopoulos: To Present on Tax-Smart Charitable Giving

October 10, 2017
Enterprise Institute VI: Giving Money to Save Money – Tax Smart Charitable Giving, November 1, 2017 from 4:00-6:00pm. Seminar begins at 4:30pm at the Lancaster Country Club. 
Light appetizers and refreshments will be served and space is limited. Please RSVP acceptance only by October 27, 2017 to Emily Forrey at or 717-945-5745.
Giving Money to Save Money – Tax Smart Charitable Giving Join BCGL Estate, Trust and Elder Law attorneys Jeffrey C. Goss and Dana C. Panagopoulos as they provide updates on estate, trust and elder law with a focus on how to incorporate proper stewardship in your estate plan, including updates on current proposals under the Trump and Wolf administrations. Topics to be addressed include (1) proper estate plans that maximize income and death tax deductions, (2) proper planning for retirement accounts, (3) creative use of charitable vehicles including trusts, annuities and donor advised funds, and (4) proper succession planning to maximize a business’s financial value while passing values of the business to the next generation of owners.