Estate Planning Basics [S-24-14]

Presenter:Eleanor Menz
Location: SLCHA: Silas Wright House: County Gallery
Classes: 2 Sessions 1.5 hours
Dates: Tue 10:00 AM 04/23, Thu 04/25
Status: CLOSEDCourse Update: Course #14 the second class has been rescheduled from 4/30 to Thursday, 4/25 from 10:00-11:30 at Silas Wright. The first class is 4/23 and the second class is 4/25. Only the second class was rescheduled.

Print Info

The presenter will discuss planning for the orderly transfer of assets at death as well as planning for the possibility of incapacity during life.  We will address the most common documents used,  probate, as well as recent and forthcoming changes in the tax aspect. 

Eleanor Menz is a Certified Public Accountant and retired Certified Financial Planner.  She has most recently retired from fifteen years offering fee only financial planning services.

Cap: 25

Back To Spring 2024 Semester Course List


382 Van Housen Ext.
SUNY Potsdam
44 Pierrepont Ave.
Potsdam, New York 13676

Office hours: 9:00-2:00 - Monday, Wednesday, Friday (hours may vary when SOAR is not in session)

Phone: 315-267-2690


Visit our sponsoring institution:
SUNY Potsdam