"The Rainbow Legacy:
Estate and Charitable Planning for the LGBTQ+ Community"

In order to promote the increased networking of ideas, the PEPC provides, for members only, a series of informal discussions on particular topics of interest to allow all of those attending to participate.  This event will be held over the lunch hour as a HYBRID MEETING.  In-person attendees are responsible for bring their own food and beverage.

Advisors should consider how they help all families to make decisions regarding estate and charitable planning. For clients who identify as part of the LGBTQ+ community, estate and charitable planning might involve conversations regarding their chosen family and legacy. In this Roundtable, advisors across estate, tax and charitable planning will lead a discussion on best practices and helpful reminders for working with the LGBTQ+ community on their estate and charitable planning, including inclusive practices, practical considerations, and planning techniques. Advisors may use the takeaways from this Roundtable for any families who might benefit from intentional planning and inclusive communication.

Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP® (he/him) is a Private Client Senior Associate at Faegre Drinker in its Philadelphia, Princeton and New York offices. He advises and counsels business owners, corporate executives and industry leaders, along with their families, on estate, tax, business and charitable planning. As a sophisticated drafter and estate planner, Brian works collaboratively with other advisors to structure business and estate plans to meet clients’ goals and needs. He is licensed to practice in PA, NJ, NY, and MA, and he is sitting for the FL Bar in July 2024.

Rachel Kieser, CPA, MT (she/her) is a Tax Partner with Armanino in Philadelphia where she advises successful individuals and families, and their closely held businesses, on income tax and wealth transfer planning, business tax planning, trust and estate taxation issues, and charitable gift planning. Rachel uses a holistic approach to tax and wealth transfer planning to ensure all aspects and needs of the client and their family are considered. She is a member of the Philadelphia Estate Planning Council and Forum of Executive Women and serves on the boards of Philadelphia Ballet and the Estate & Financial Planning Council of Southern New Jersey.

Thomas J. Moore, CAP® (he/him) is a Relationship Manager on Glenmede’s Endowment and Foundation Management team. In this role, Tom provides comprehensive advisory and administrative services to endowments, foundations and other not-for-profit organizations. Tom leads clients toward accomplishing their philanthropic goals through his experience in administrative best practices and grant, foundation and board management. With more than fifteen years of experience working with nonprofits in the financial services industry, Tom has also served as a development officer for a community foundation and an estates and trusts attorney for a major Pennsylvania law firm.

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.