Fuzzy on Philanthropy?
Learn how to help clients solve real-life problems with charitable gifts.
Featuring Kathleen Bilderback, Member, Affinity Law Group LLC
Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from the Washington University School of Law. She is a founding member of Affinity Law Group, LLC.
Kathleen specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance.
She is a member of the Missouri, Illinois and Pennsylvania Bars as well as an active member of the American Bar Association and the Bar Association of Metropolitan St. Louis. She is a nationally recognized speaker, author and an adjunct professor in the LLM program at Washington University’s School of Law. Kathleen is also a member of the Business Insurance & Estate Planning and Regulatory Reform Committees of the Association of Advanced Life Underwriting (AALU), and a Registered Financial Advisor for the National Football League Players Association.
Continuing Education Credits:
Continuing education credit approvals pending for Missouri CLE, Illinois CLE, Missouri Dept. of Insurance CE, CPA and CFP professional designations.The program will provide an overview of the key tax, legal and process issues raised for donors and charitable organizations in connection with a variety of gifting strategies including donor advised funds, bequests and life income gifts.
After the event, please join us for Cocktails, Hors d’oeuvres and Animal Greeters.
Complimentary parking on the North Lot off Government Drive.
See more at https://www.eventbrite.com/e/saint-louis-zoo-2nd-annual-professional-advisors-event-tickets-15901197911