Session two of the series Smart Planning for Smart Women

Presentation

About This Session

Estate planning is an important—and sometimes emotional—process which provides direction on how to handle your assets at the end of life. Through this process, many people choose to include charitable contributions to support causes and organizations important to them. In this session, Marjorie Stripling Schultz ’70 will explore several charitable giving options in order for you to decide which one is more beneficial to you, your heirs, and the organizations you wish to support.

Speaker

• 

  Marjorie Stripling Schultz ’70

  Ms. Schultz is a 1970 magna cum laude graduate of Southwestern University and she received her law degree from Duke University with honors in 1980. She is well recognized for her work in estate planning with special emphasis in the area of charitable giving and has lectured extensively at national and state forums. She is also Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She is past president of the Planned Giving Council of Houston, former member of the Board of Trustees of Southwestern University and former member of the Board of Directors of the National Committee on Planned Giving. She is also a Fellow of the American College of Trust and Estate Counsel.