Oakland University
Tuesday, September 11, 2012

Lunch and Learn focuses on estate planning mistakes

The Office of Planned Giving will be hosting a Lunch & Learn event for alumni focusing on estate planning mistakes.  The seminar will be held at the Oakland University Anton/Frankel Center in Mount Clemens, and will address some of the most costly missteps that well-meaning people make when it comes to planning their estate.

The presenter, Christopher Berry, is a partner with Witzke Berry Carter & Wander PLLC and focuses on estate planning and elder law.  He will discuss ways to protect your assets, how to prepare for long term care, and the benefits of using a trust in your estate plans.

Join us for lunch and this informative seminar on Monday, September 24th, from 12:00-2:00 p.m. in the Oakland University Anton/Frankel Center, room 125, located at 20 South Main Street in Mount Clemens, MI 48083.  Seating is limited, so reservations are required.  RSVP by September 17th to Laura Musachio at musachi2@oakland.edu or (248) 364-6117.

To learn more about seminars hosted by the Office of Planned Giving, please visit www.oakland.edu/giftplanning .

Created by Amanda Fylan (fylan@oakland.edu) on Tuesday, September 11, 2012
Modified by Amanda Fylan (fylan@oakland.edu) on Thursday, September 13, 2012
Article Start Date: Tuesday, September 11, 2012