Volume 5 | May 9, 2024


SPEAKER

SERIES

May 9, 2024 @ 11 am

CATHERINE SCHOTT MURRAY

ESTATE & TRUST ATTORNEY

OFPLAW.COM


Catherine's practice focuses on trust and estate planning as well as business planning. She advises clients with respect to the creation and implementation of simple and complex estate plans, including incapacity planning; elder law; guardianships and conservatorships; special needs trusts; health care decision making; estate and trust administration; probate administration; wealth preservation; asset protection; entity formation and maintenance, gift, estate and generation-skipping transfer tax planning; charitable planning; irrevocable trusts; donor advised funds; private foundations; family limited partnerships; and limited liability companies.


Prior to joining the firm, Catherine assisted individuals with estate planning and Medicaid planning as well as represented lenders and closely held companies in commercial and financial transactions, commercial lease negotiations, mergers and acquisitions, bankruptcy, commercial litigation, and collections.



Discussion: ESTATE PLANNER: The ULTIMATE Strategic Partner

JOIN LIVE RECODING: Thursday 5/09/2024 at 11 am

STRATEGIC PARTNERS


Jason has known Catherine since before the firm's founding. She is fun, smart, giving and among many expert "partners" that he and Doug trust to serve our clients.


Over the next few months, we'll introduce some of the other professionals that provide a range of services: from estate planning, and risk management, to daily money management, family dynamics, healthcare and trust services.


We'll schedule these "zoominars" about once every two weeks.

Our Previous Speaker

Click to the right to view our last Zoominar (replay) with Lawrence MacDonald, author of Am I Too Old to Save the Planet?


And click HERE to see Catherine live!

JOIN US *LIVE* THIS THURSDAY 05/09/24!