Leave A Legacy
Leave A Legacy

Wednesday, August 24th, at 9:00 - 10:30 am
The Secure Act 2.0

By Charles "Charlie" Helbley, Esq., Associate at Roetzel and Andress

Roetzel and Andress,222 South Main Street, Akron, Ohio 44308

Charles Helbley, Esq.Charlie will present the key provisions of the original SECURE Act, which was effective January 1, 2020, as well as the key provisions of the so-called “SECURE Act 2.0,” which was passed by the House of Representatives earlier this year. As this legislation is currently pending in the Senate, the key provisions of the proposed Senate version of the bill will be covered and a few similarities and differences to the version which was passed by the House will be highlighted. Approximately 5 – 10 minutes will be spent reviewing the SECURE Act provisions, as you will most likely be somewhat familiar with those changes, and the bulk of the time will cover the proposed changes of the new legislation.

Charlie helps his clients ensure that their wealth passes to their loved ones in accordance with their desires, all while minimizing estate, gift, and generation skipping taxes. He advises clients on all areas of estate planning, from simple wills and powers of attorney, to complex trust and charitable giving strategies. He also works with business owners with succession planning and wealth transfer tax planning needs, and is experienced with probate estate administration, trust administration, and related litigation.

Before joining Roetzel, Charlie worked at PNC Private Bank as a trust officer and later as a retirement consultant. As a trust officer he administered investment and trust accounts of wealthy families across the county. While a retirement consultant, he provided advice and counsel regarding qualified retirement plans and IRAs, especially in situations where these accounts were payable to trusts.

Submitted for 1.25 CFRE credits

click here to register

 


Register for the 2022 Planed Giving Series!

Wednesdays | 8:30 - 10:00 am
September 14 - October 19

Huntington Training Room, Lower Level
3421 Ridgewood Road, Fairlawn directions

$30 each session for members of LAL/AFP | $40 each session for non-members

Register for all six workshops and receive one FREE.

Members of LAL/AFP save $10 per session. Each session has been submitted for 1.5 CFRE credits/9.0 credits total.

MORE INFO | REGISTER

Membership Renewals

The cost for 2022 will remain $70.00 per organization, as it was in 2021.

Click here to pay the renewal fee
Click here if you are joining LAL-SPM for the first time


Use our jobs board!

planned giving jobs boardAre you looking for a job in the planned giving sector? Check out our jobs board!

Are you looking for staff who specialize in planned giving, estate planning, nonprofit management, etc.? Check out our new jobs board!

Members may post job openings at no cost. Cost for non-members is $50 per posting. To post a job announcement, complete the Jobs Form. Job postings must be related to planned giving and/or nonprofit management (executive director, program director, CFO, etc.).

Questions? Email jobs@leavealegacyspm.org.


Those who live in the greater Akron area – Summit, Portage and Medina counties – are generous and caring people.

Many volunteer regularly and give financially to the charitable or nonprofit organizations of their choice. But when they’re gone, their support is greatly missed.

By leaving a legacy of any size through a gift in your will, or a gift from your estate, you can continue to help organizations that are making an important difference in the quality of life in Summit, Portage and Medina counties.

WHAT IS LEAVE A LEGACY?

LEAVE A LEGACY® Summit, Portage, Medina (LAL-SPM) is an unprecedented regional collaborative effort to encourage people from all walks of life to make a planned gift to their favorite charitable or nonprofit organizations.

JOIN US

FOR NONPROFITS: If you are like every other nonprofit organization in the country, you want to grow your programs, but you find that shortfalls in resources are keeping you from expanding. LEAVE A LEGACY® Summit Portage Medina (LAL-SPM) provides resources and networking opportunities so that you can implement a planned giving program to fund your organization well into the future.

FOR PROFESSIONAL ADVISORS: Because of the special skills and services of professional financial advisors, development officers often need an advisor's help to implement their donors' plans. Cultivating that relationship between advisors and development officers is beneficial to both. In addition, donors in our community often visit our website to find experts who can help them leave their own legacy.

 

WHY LEAVE A LEGACY?

FOR OUR GENEROUS COMMUNITY: Many of our area's charitable or nonprofit organizations will struggle to survive in the coming years without an increase in planned giving. That's why many people who give generously to their favorite charitable organizations while they are alive are concerned that their contributions will be missed when they're gone. And rightly so. Information from our probate courts shows that only a small percentage of local wills leave any money to charity. People can continue to make a difference with a little planning.

WHERE DO I BEGIN?

Talk to your professional financial advisors and begin collecting information so you can determine the best approach for leaving your legacy. Making a bequest, or other testamentary gift, is actually quite simple. It can be as easy as including a bequest in your will, or changing the name of the beneficiary of a life insurance policy or an IRA. It is important that you consult a legal or tax advisor when making decisions to leave a charitable gift through a will or from your estate.

 

MEMBER MEETINGS

LAL-SPM meets quarterly. Each meeting has a brief business meeting and then a guest speaker on a topic related to planned giving.

Meetings are free to members and guests, although registration is required so that we can plan accordingly. Click here to register for the next meeting.

 

 
Copyright © 2015 - 2022, Leave A Legacy Summit, Medina, Portage. All Rights Reserved.

PO Box 2255, Hudson, Ohio 44236 | 330.990.5027 | liz@leavealegacyspm.org


Designed & hosted by Jacq Connect