Planning Seminar Set



BAR HARBOR — The Maine Sea Coast Mission is hosting an estate and gift planning seminar at the Colket Center located at 127 West Street in Bar Harbor on Thursday, Oct. 29. Muffins, juice, coffee, and tea will be available beginning at 8:30 a.m. with the program beginning at 9 a.m.

 

This will be a lively and highly informative seminar with the active participation of three panelists and those attending. Real life stories will be discussed to identify key principles that are important to everyone in planning their estate and avoiding pitfalls that have occurred to others. In addition, there will be a discussion of how you can support a non-profit organization that is important to you and realize tax benefits from including that non-profit in your estate plans.

The three panelists bring extensive experience in estate and gift planning to this seminar. Chad Smith is a highly respected attorney who has practiced in Bar Harbor for over 30 years with a concentration in estate planning. Sarah Robinson has been a Vice President and Trust Officer for Bar Harbor Bank & Trust for over 10 years and, prior to that, was in the insurance business and college and biomedical development work. Steve Richards is an attorney who served as General Counsel of the American Red Cross, has extensive experience in non-profit management and gift planning, and currently serves as the Director of Development of the Maine Sea Coast Mission.  He and Sarah Robinson both currently serve on the board of directors of the Maine Planned Giving Council, which provides educational programs related to gift planning for trust officers, financial planners, planned giving officers, and non profit development staff and volunteers.

After the presentation and discussion concludes about noon, a light lunch will be provided.  There will be ample opportunity throughout the morning for questions and discussion.

There is no charge to attend this seminar.  However, seating is limited.  Please call Sarah Clemens at 288-5097 to reserve your place.

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