Marital Property
Kelsey Bailey collaborates with individuals and families to craft estate plans that reflect their personal and financial goals. She works with clients and their advisors to implement sophisticated tax planning strategies, charitable planning vehicles and lifetime gift planning to ensure each client’s financial and wealth transfer objectives are met.
Katie Hanes works with clients to develop individualized estate plans and administer trusts and estates. She prepares estate planning documents that carry out client wishes while minimizing taxes and administrative burdens. Katie also works with corporate and individual trustees and personal representatives to efficiently administer trusts and estates while helping families through some of life's most challenging moments.
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Salad:
Iceberg, Mesclun, and Romaine Lettuces accented with Grape Tomatoes, Cucumbers, Shredded Carrots then dressed in Champagne Balsamic Vinaigrette and topped with Garlic Basil Croutons
Entrée:
Braised Beef Tips, Mushrooms, Onions, Red Wine Demi Glace, Whipped Potato, Green Bean Medley
or
Vegetarian Option
(Please request Vegetarian Option or note any dietary restrictions in RSVP)
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Thank you to our Sponsors:
