Join us as Adam Moskowitz shares insights into matching your approach to gift planning with your donors’ motivations for estate planning.
Estate Planning for Every Stage of Life
Are you matching your approach to gift planning with your donors’ motivations for estate planning? Join us to learn how Adam Moskowitz guides clients of all ages through the estate planning process and how motivations evolve over time.
Learn about:
- Estate planning best practices review
- Collaborative gift planning strategies
- Insights on the donor-centric process
Event Timeline:
9:00 – 9:30 AM – Registration, Networking & Breakfast
9:30 – 11:00 AM – Program
Important Venue Security Information:
Due to security regulations at PNC Place, all attendees must show a photo ID in order to gain access to the facility. Attendees will be escorted from the lobby to the meeting area by PNC employees and it is possible your admittance to the meeting may be slightly delayed while waiting for an escort. We encourage attendees to arrive early for the meeting and we thank you for your patience on site.
This program meets CAP® (re)certification requirements.
Adam E. Moskowitz
Head of Trusts and Estates Practice at Bregman, Berbert, Schwartz, and Gilday, LLC
Adam Moskowitz’s practice focuses on estate and trust planning, administration, and litigation. Adam has drafted wills, trusts, powers of attorney, and medical directives for hundreds of clients and their families. His practice also includes complex trust and tax planning. Adam’s experience includes will contest litigation, trust interpretation/modification controversies, real estate ownership disputes, fiduciary duty disputes, rights of heirs, beneficiaries, and legatees and other types of litigation involving estates and trusts. He has completed administration for trusts and estates of all sizes, working closely with fiduciaries and beneficiaries.
Prior to joining BBS&G, Adam was a partner at a boutique estate and trust planning, administration and litigation firm in Bethesda, Maryland.
Adam has mentored dozens of students from George Washington (GW) Law School, sat on several panels to share his experience and advice with students, and speaks regularly to large groups about estate and trust planning. In 2019, the GW Law School awarded Adam with the GW Law Recent Alumni Award. Adam now sits on the Board of Directors of the GW Law Alumni Association.
Registration for this event will close on Wednesday, May 14th, at noon (12PM) ET.