The Memorial Hospital Foundation will be hosting “Your Will, Your Way: How and Why,” a seminar about wills, bequests, trusts, estate and gift taxes on Thursday, August 15 from 6-7:30 p.m. at the Caroline County Public Library, located at 100 Market Street in Denton.
Guest presenters at the seminar will be JoRhea Nagel Wright, Esquire, of Charles T. Capute, LLC and Patrick J. Fitzgerald, Esquire, of Ewing, Dietz, Fountain & Kehoe, P.A.
Nagel Wright received her undergraduate degree from Baylor University in Waco Texas and her law degree from Regent University School of Law, in Virginia Beach, Virginia. She began her law career in 1998 working for the Goldman Sachs subsidiary, The Ayco Company, L.P., headquartered in Albany, New York, where she spent nearly eight years practicing in the area of estate, gift and income tax planning and compliance. A native of Preston, she moved back to the Eastern Shore in 2006, accepting a position with Charles T. Capute, LLC, concentrating in the areas of estate planning, wills and trusts, probate and trust administration, estate and gift tax law, and estate, gift and fiduciary income tax compliance.
Fitzgerald is an Associate Attorney at the Easton law firm of Ewing, Dietz, Fountain, & Kehoe, P.A. He received his undergraduate degrees in Business Administration and Economics from the University of Pittsburgh and his law degree, Master of Laws in Taxation and Certificate in Estate Planning from the University of Baltimore School of Law. Fitzgerald focuses on estate planning and administration, business formation and planning, commercial and financial transactions, real estate, land use and local government. He was born in Easton and is a life-long Eastonian.
In her presentation, Nagel Wright will be providing participants with an overview of the current income, estate, gift and generation skipping transfer tax rates, which became effective in 2013. She will discuss common estate plans designed to save estate taxes and will outline the pros and cons of providing for outright distributions to heirs versus leaving an inheritance in the form of a trust. Estate planning and wealth transfer techniques will also be discussed.
Fitzgerald will share with seminar participants the importance of having a will, Durable Power of Attorney and an Advance Medical Directive. He will also discuss the various options available to individuals in crafting an appropriate estate plan and some common misconceptions associated with the estate planning process.
For more information about “Your Will, Your Way: How and Why,” or to register for the seminar, please contact Janet Andrews at the Memorial Hospital Foundation (410) 822-1000, extension 5792 or by email at janet@shorehealth.org. This event is free to all attendees; seating is limited and preregistration is required.
The Memorial Hospital Foundation is a private, nonprofit organization serving the fundraising needs of University of Maryland Shore Medical Center at Easton and University of Maryland Shore Regional Health. Through its philanthropic efforts, the Foundation supports Shore Regional Health’s ability to provide quality healthcare to the local community by contributing to hospital programs and services.
In photo: Pictured are (from left to right) F. Graham Lee, Vice President for Philanthropy, University of Maryland Shore Regional Health; JoRhea Nagel Wright, Esq.; and Patrick J. Fitzgerald, Esq.