Gift Planning

Estate and Charitable Gift Planning in a Challenging Environment

Presented by Martin Finn, JD, CPA, LL.M.

A worldwide health crisis and the resulting economic turmoil have caused individuals to take a new look at their estates and financial planning, including the charitable aspects of that planning. You can view this previously recorded webinar for free. It reviews the essential estate-planning strategies that every individual needs to consider in these trying times.

Specific focus placed on recent legislation, including the Tax Cuts and Jobs Act, the SECURE Act, the CARES Act, and their impact on the choice of proper planning strategies.

View presentation here

Photo of Martin S. Finn

About our Presenter:
Martin S. Finn is a founding partner of the Albany, NY-area law firm Lavelle & Finn, LLP. As an attorney and CPA, Marty brings a wealth of knowledge and understanding when advising clients on tax and legal matters—such as maximizing wealth and retirement income, personal and corporate tax planning, business counseling, estate and business succession planning, and elder law services. Learn more at:


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