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As your financial and personal priorities evolve, so too should your estate and philanthropic plans.Join us for a conversation with Marianne Luu-Chen, Wills, Trusts, and Estates Attorney from Hutchinson Black and Cook, LLC, and Matthew Rich, Senior Financial Advisor from UBS, exploring best practices for balancing efficient wealth transfer to heirs with charitable goals. Designed for individuals who want to review their existing estate plans with a critical eye towards establishing their legacy, this discussion will focus on strategies for creating a lasting impact while optimizing tax benefits for both donors and beneficiaries.
Marianne Luu-Chen provides counsel on estate planning, probate and trust administration, premarital and marital agreements, charitable planning, and estate, gift, and income tax planning for individuals and families. Before entering the practice of law, Marianne was a business consultant based out of Singapore, owned a business in Indiana, and worked for the U.S. House of Representatives Committee on Science, Space, and Technology.
As Senior Vice President, Matthew Rich has over 30 years of experience in the financial services industry. His expertise is in portfolio management and designing financial plans for individuals that are focused on Capital Preservation, Retirement, College, and Estate planning. Matt and his team also have extensive experience in administering equity compensation plans and employee stock purchase plans for publicly traded companies. Matt spent 12 years on the board of the Boulder JCC, is currently Treasurer of LiFT Academy, and is on the board of the Rose Community Foundation.
Monday, October 6 | 3:15 - 4:30 pm | FREE
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Event Venue & Nearby Stays
6007 Oreg Ave, Boulder, CO, United States, Colorado 80303
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