Estate Planning 101: Keep Control of Your Assets and Your Life 5/7

04/25/2014
By Gerty Sousa

An Educational Workshop Series Presentation

Join Carolyn Flynn, Esq. for an intriguing and insightful presentation to learn the basics of estate planning and philanthropic giving.

The discussion will include: wills, trusts, powers of attorney, living wills and healthcare proxies.

You will learn what documents are essential and why, and questions you should be asking yourself as you plan your estate and set your philanthropic goals.
All attendees will receive sample documents and informational pamphlets.

RSVP online or contact the Office of Alumni Relations at 978-934-3140 or email Alumni_Office@uml.edu.

Feel free to bring your own lunch or enjoy our complimentary light refreshments.

Wednesday, May 7
12:30–3 p.m.
Charles J. Hoff Alumni Scholarship Center
1 Perkins Street
Lowell, Mass.

Tickets: $10

This tax-deductible donation will benefit student scholarships.

About Carolyn Flynn, Esq.
Carolyn Flynn is the director of gift planning and associate counsel for the UMass Foundation. Prior to UMass, Flynn was an associate in the private clients group at Cummings & Lockwood in Stamford, Conn. where she advised individuals, as well as non-profit clients, on trusts and estates and charitable giving. Flynn is a past president of the Planned Giving Group of New England. She has presented at local and national conferences including: Council for Advancement and Support of Education (CASE), Planned Giving Group of New England (PGGNE) and the United States Department of Agriculture Graduate School (formerly known as the Office of Personnel Management, which provides retirement seminars for all federal employees).