Secure Your Legacy: Leveraging Tax Advantages for Philanthropy

August is Legacy Giving Month, an annual reminder of the importance of estate planning and the enduring impact that can be made through legacy giving.

Join us for lunch and a conversation with Marianne Luu-Chen, a Wills and Estate Attorney from Hutchinson Black and Cook, LLC, and Matthew Rich, a Senior Financial Advisor from UBS, about tax-efficient strategies for including your favorite charitable causes in your estate plans.

Marianne Luu-Chen has been with Hutchinson Black and Cook since 2020. She provides counsel on estate planning, probate, and trust administration, premarital and marital agreements, administration of uncontested guardianships and conservatorships, and estate, gift, and income tax planning for individuals and families. Before entering the law practice, 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 focused on Capital Preservation, Retirement, College, and Estate planning. Matt and his team also have extensive experience 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.

Lunch will be served from 12 – 12:15 pm

The panel will begin at 12:15 pm with a Q&A beginning at 12:45 pm

Thursday, August 29 | 12 – 1:15 pm | FREE