Workshops

Thursday, October 6, 2022
(4:00 pm -
5:30 pm)

Leaving A Legacy Seminar

Do you have a charitable cause that you want to benefit from your estate, but are unsure of your options to accomplish your wishes?

Do you want to leave a gift to one or more charitable causes that costs you nothing during your lifetime?

Do you want to leave a legacy in your name or the name of a loved one?

Then join us to learn more about how you can leave a gift to your charitable organization in your Will or Trust, or how to gift your home or real property after your passing. We will also cover:
• Donor Advised Funds
• Charitable Distributions from IRAs
• Tax Implications, and more!

Professional Speakers:
• Lee Pinchouck – Executive Director, The Foundation for Florida Gateway College
• Roberta Getzan – Estate Planning Attorney, Morgan & Getzan, PLLC
• Brent Kuykendall – President, GulfCoast Financial Services
• Laura Thompson – Certified Financial Planner, GWN Securities
• Clarence Brown – Financial Advisor, Raymond James Financial Services
• Joy Lutz – Certified Tax Planner, Aligned CPA

Note: Seating for this event is limited! Please RSVP your seat prior to the event! Thank you.

Join Our Workshop

Learning the basics of estate planning and Medicaid planning is the first step in protecting your legacy, your loved ones, and your wealth. If you’re interested in registering for an upcoming workshop, please complete the brief form below, and we will alert you when new events are added to the calendar. Registration is free!

Fill out the form to join this workshop

What our clients are saying

Sam and Karon V.

Among the many benefits of doing our estate planning with Morgan Law Center is their Legacy Protection Program. We have been clients of the firm for many years and have made a point of visiting Teresa annually to review our plans. Because we have had the freedom to tweak our plans each year, they reflect our current decisions based on today’s circumstances. And, due in large part to Teresa’s compassionate interviewing skills, we have created plans that promote our core values and give us great peace of mind. Teresa has always been fair, trustworthy, and extremely helpful to us. To put it plainly, she’s terrific!

Gwendolyn J.

They are awesome. They helped us with our dad and elder care, we knew very little and they helped a great deal. Thank you so much for your caring and compassion when we needed it most.

Judith A.

I was treated in a friendly, professional manner. I learned a lot from all of them, and feel confident in the results.

Timothy S.

Couldn't ask for a better experience! Teresa and her staff are knowledgeable, professional and friendly. I needed help establishing Medicaid for a loved one. Morgan Law Center helped us protect her assets and enroll her in Medicaid. They walked with us through the entire process and were available to answer any and all questions. They not only worked with me, but also developed a relationship with my loved one to assure her comfort and that her desires were being met. I highly recommend them if you need help protecting your loved one's assets and moving them to Medicaid. I am so happy I chose this firm. Our results were better than I ever could have imagined!

Betty D.

After the death of my husband, I was so thankful that my husband and I had chosen Morgan Law Center for our estate planning. The firm was not only efficient, but caring and compassionate as well. It was a blessing to have our legal and financial affairs handled in such a loving and professional manner. This allowed much needed time for our family to spend together remembering and honoring our loved one. It was a relief for the weight to be taken off of our shoulders.

Sandy F

Teresa Morgan’s knowledgeable, practical, and timely assistance was invaluable during a most stressful time of transition in my mother’s life. Teresa was always ready to listen and her guidance made my mother’s move to long-term nursing home care as smooth as possible.

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