Alumni

Modern Families, Modern Problems: Estate Planning Essentials for Unmarried and Same-Sex Couples

Location

Virtual Engagement Opportunity

Date & Time

11:30am - 12:30pm CST February 25, 2021

Contact

April Hampton Perez ’89 Senior Director of Development, Planned Giving pereza@southwestern.edu

11:30am - 12:30pm CST February 25, 2021

Virtual Engagement Opportunity

April Hampton Perez ’89 Senior Director of Development, Planned Giving pereza@southwestern.edu

Session four of the series Smart Planning for Smart Women For most people, dying without an estate plan means burdening loved ones with added inconvenience, delay, and expense. For unmarried and same-sex couples, however, dying without an estate plan can spell disaster. This session with Marjorie Stripling Schultz ’70 will discuss how to plan to protect your loved ones.
Session four of the series Smart Planning for Smart Women

Presentation

About This Session

For most people, dying without an estate plan means burdening loved ones with added inconvenience, delay, and expense. For unmarried and same-sex couples, however, dying without an estate plan can spell disaster. This session with Marjorie Stripling Schultz ’70 will discuss how to plan to protect your loved ones.

Speaker

  • Marjorie Stripling Schultz ’70

    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.

Registration for this event is now closed.