Estate Planning

St. Mary's Wills and Estate Planning Seminar

On Saturday, April 10, 2010, St. Mary's Monsignor John Dillon Day
Heritage Society hosted a Wills and Estate Planning Seminar. The program
was designed to provide alumni, parents, and friends of St. Mary’s with valuable
information and to promote understanding of the potential impact of the creation
of wills and trusts as useful tools in family financial planning.

Richard Ely, Director of Gift Planning and Stewardship, at The Catholic
Foundation joined as the presenter. David Drislane ’48, Chairman of the
District Rotary Foundation Permanent & Major Giving Committee, presented
information on the value of creating a Charitable Remainder Trust and the
numerous positive benefits associated with those Trusts.

Richard Ely's Presentation
Rirchard Ely Career Biography
David Drislane Presentation

If you would like more information on estate planning or upcoming seminars,
please fill out the form provided below or contact Mike MacNeil,
Director of Institutional Advancement,
781-599-0696 Ext. 216 or by email: mmacneil@smhlynn.org

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We would be pleased to send you complimentary booklets on the following. Please check those you would be interested in receiving:

	"How to Make a Will That Works"
	"The Charitable IRA"
	"Giving Securities"
	"Questions and Answers About Retirement Plans"
	"Giving Through Gift Annuities"

Please check if applicable:

	I have icluded St. Mary's in my estate plans.
	I would consider considering St. Mary's in my estate plans.

Please Note: Questions marked with an asterisk (*) are required.