Memorial Hospital Foundation to Host Wills Seminar

The Memorial Hospital Foundation will be hosting “Your Will, Your Way: How and Why,” a seminar about wills, from 10 a.m. to noon Saturday, June 15 at the Memorial Hospital’s Board Room, located at 219 S. Washington St. in Easton.

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, Va. 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 also will 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, contact Janet Andrews at the Memorial Hospital Foundation, at 410-822-1000, ext. 5792, or by email at janet@shorehealth.org. This event is free to all attendees, seating is limited and registration is required. Light refreshments will be served and free parking will be available in the parking lot adjacent to the hospital.