ESTATE PLANNING COUNCIL OF LOWER FAIRFIELD COUNTY, INC.

Please join us for our first event of the new year, a virtual "breakfast" meeting featuring Jacob "Jake" Even, J.D., LL.M. (tax), Senior Wealth Strategist with Wealthspire Advisors, on the topic of "Setting Up a Single-Family Office: Advantages, How They Work, and When to Consider." We will kick off the presentation at 8:30am, followed by networking from 9:15 a.m. to 9:30 a.m.

Establishing a single-family office can provide important tax savings while also enhancing investment management, charitable planning, and other benefits of value to families. The family office is not limited to the exceptionally wealthy and may be a viable structure for a broader array of clients than most realize. Join us as we explore who should consider a family office, the advantages, and how they operate.

Mr. Even is a Senior Wealth Strategist on the Family Office Services team. He specializes in advanced income tax planning, estate planning, business structuring, tax controversies, international taxation, and structuring commercial and financial transactions.

He brings several years of experience as an advanced planning attorney in a boutique tax firm servicing family offices and ultra-high net worth clients. Mr. Even also has experience as a litigation partner in an AV-rated national law firm defending clients in state courts, as a consultant for a Big Four Accounting firm structuring federal tax aspects of international outbound transactions, and as a clinical law school professor administering a tax clinic and teaching Tax Practice and Procedures.

Mr. Even has an LL.M. in Taxation from New York University School of Law, a J.D. from St. Thomas University School of Law, and a B.B.A. from the University of Iowa.

Registration Deadline: Monday, January 19th (the Zoom link to join the meeting will be sent to registrants the day prior to the webinar).

Members: Please register via email to epc-lfc@comcast.net or call our Council Administrator Lori Somerville at 877-302-6300.

Guest Attendees: There is a registration fee of $50 per guest, payable by check, credit card, or through their bank account via Zelle. All guests must provide their full name, professional designations (if any) and discipline, firm, phone, and email via email to epc-lfc@comcast.net. Emails must be provided for guests to receive the confirmation email with instructions on how to join the meeting.

To pay by check: Please mail your check made payable to ”EPC-LFC” to: EPC c/o Lori Somerville, 175 South End Road, #A2, East Haven, CT 06512-4555. 

To pay by credit card: Click here to pay by credit card.

To pay via Zelle: Click on “Send Money”; in the “Recipient Name” field enter “Estate Planning Council”; then in the “email field” enter the council’s email address epc-lfc@comcast.net; then click on “Add Recipient”; next enter the dollar amount. 

Guest attendance by a professional colleague is limited to two dinner meetings within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by Stefania L. Bartlett, Esq., 1st Vice President, Membership, at Stefania.Bartlett@claconnect.com.