National Estate Planning Awareness Week is October 21-27, 2024. In honor of the event, MPT invites you to join estate planning expert Shari Fleming for a discussion of the importance of estate planning and the tools necessary to get started.
On Tuesday, October 22 at 10:00am, you’ll learn about the beneficiary designations, life estate deeds, a last will & testament, durable power of attorney, advanced medical directive, trusts, and the importance of planned giving. In this free webinar, Shari will walk you through the process of creating an estate plan and planting your legacy garden.
Join us for a discussion with Shari on October 22 and be inspired to create the legacy that is right for you.
Meet your presenter:
Shari Fleming, ESQ., AEP®, CAP®
Principal, Law Office of Shari Fleming & Planned Giving Officer, Bowie State University
https://sharifleming.com/
Shari Fleming is a Maryland licensed attorney with a sincere desire to help individuals and families preserve and pass generational wealth while also supporting the causes they love. She is Principal of the Law Office of Shari Fleming, which is a law firm geared towards helping individuals and businesses build, protect, and preserve their wealth and legacy, and its practice areas include business formation and succession planning, real estate, estate planning, and estate administration (trusts and probate). Shari also serves as Planned Giving Officer for Bowie State University and is responsible for cultivation and solicitation of gifts involving estates, trusts, and other gifts that reflect deferred giving opportunities.
Shari is a graduate of Lincoln University (PA) and the University of Maryland School of Law. Her post-law school education includes achievement of the designations of Accredited Estate Planner® and Chartered Advisor in Philanthropy®. She founded the Our Legacy Matters community with the purpose of advancing the concepts of ownership, wealth maintenance, and wealth retention, specifically within communities of color, and in 2021, Shari Fleming was named one of The Daily Record’s 2021 Leadership in Law Generation J.D. honorees, due to her dedication to the practice of law and her community! Shari is a proud, dedicated, and active member of the Baltimore County Alumnae Chapter of Delta Sigma Theta Sorority, Inc. Despite her education and professional experience, she proclaims that her greatest accomplishment is living, working, worshipping, and serving in Baltimore County, MD with her husband of 17 years, 3 daughters, and mother-in-love.
Resources:
Gift Planning Website: www.mpt.org/legacy
Freewill Website: www.mpt.org/freewill
2023 Webinar
Presenter: JoRhea Wright, Esq.
Armistead, Lee, Rust & Wright, Attorneys at Law
JoRhea Nagel Wright
114 Bay Street, Building C
Easton, Maryland 21601
Phone: (410) 822-4777 Fax: (410) 822-4787
Website: www.alrwlaw.com
Email: JORHEA@ALRWLAW.COM