Gift Planning Reunions Programs
The Office of Gift Planning sponsors a discussion on estate planning each year at Reunions. Use the player below to listen to past programs. (Please note, the audio may take some time to load. Playback is best using Chrome or Firefox.)
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Reunions Program 2017
In his nearly 50-year career, William D. Zabel ’58 has helped high-net-worth individuals to plan for and protect their loved ones and their legacies; at this Reunions seminar he shared fascinating stories and advice on how you can, too.
Reunions Program 2016
Looking for perspective on the market’s ups and downs? Eager for tips on how to sustain and grow your assets? Our panel of experts—Margaret Cannella '73* of Columbia Business School; Suzanne Killea '83 of Merrill Lynch's Private Banking and Investment Group; David Boles '81 of J.P. Morgan; and Steve K. Shueh '97 of Roundview Capital—held an informative discussion on these issues during Reunions 2016.
Reunions Program 2015
"Your Online Legacy: Estate Planning in the Digital Age" -- Panelists Edward W. Felten, Princeton’s Robert E. Kahn Professor of Computer Science and Public Affairs; and nationally recognized trusts and estates attorneys T. Randolph (Randy) Harris ’72 and Jennifer Jordan McCall ’78 discussed how to manage, transfer, and protect your digital property, and how can digital assets be given as charitable gifts.
Reunions Program 2014
"Wise Giving: Families and Philanthropy" with James (Jay) E. Hughes Jr. ’64, a retired attorney and author of the landmark Family Wealth: Keeping It in the Family; Malcolm A. Moore ’59, a trusts and estates attorney; and Richard Rampell ’74, a CPA in estate and charitable gift planning.
Reunions Seminar 2013
"Family Dollars and Sense" -- William Zabel ’58 and Howard “Scott” McCue ’68, two highly regarded trust and estate attorneys, discuss family and philanthropy.
Reunions Seminar 2012
"Smart Giving... Philanthropy that Works" -- Victoria Baum Bjorklund ’73, John A. Edie ’66, and Juanita T. James ’74 discuss the pros and cons of donor-advised funds and private foundations.
Reunions Seminar 2010
Francis J. Mirabello ’75 P07 on estate planning in light of changing federal estate and transfer tax laws.
Reunions Seminar 2009
Thomas C. Rogerson of BNY Wealth Management on family wealth, values, and legacies.
Reunions Seminar 2008
Bill Zabel ’58 speaks about setting up estate plans and philanthropic arrangements.
Reunions Seminar 2007
Robert N. Grant ’67 P02 P07 and Francis J. Mirabello ’75 P07 speak about estate planning.