Museum visitors view the Tower of Faces in the permanent exhibition. Daryl Taylor for United States Holocaust Memorial Museum.
Join legal and wealth planning experts and supporters to learn about estate planning and deferred giving strategies that you can implement to support your philanthropic endeavors while providing for your family and sharing your philanthropic goals with them.
Bernstein Private Wealth Management professionals and an estate planning attorney from Paley Rothman will participate in a panel discussion regarding these important issues and share best practices. The daughter of a Holocaust survivor and National Chair of the Museum’s Legacy of Light Society will share her experience supporting the Museum.
Welcome Remarks
George E. Hellman, Associate Deputy Chief Development Officer, Planned Giving and Endowments, United States Holocaust Memorial Museum
Featured Panelists
Anne Bucciarelli, National Director, Philanthropy and Family Engagement Services, Bernstein Private Wealth Management
Jeffrey Kolender, JD, Principal, Paley Rothman
Moderator
Joe Brodecki, Principal and Senior Investment Advisor, Bernstein Private Wealth Management
Closing remarks
Judith E. Fagin, National Chair, Legacy of Light Society, United States Holocaust Memorial Museum
This event is free for Museum donors and supporters, but registration is required.
For more information, please contact Emily Luneau at planned_giving@ushmm.org.