Land, Lives, and Legacy: Learn about Wills and Estate Planning

Learn from experts

Join us for free advice on where to begin – or how to refine – a legacy plan that provides for the people and programs you care most about.

We’ll gather at Shelburne Farms to learn from expert panelists who will share their latest strategies and insights, helping you navigate the complexities of preserving your assets, providing for your loved ones, and securing your legacy for generations to come. Whether you are new to estate planning or already have a will or trust in place, this free seminar will answer your questions and offer valuable tools and tips.

Panelists

• Livia DeMarchis, Vice President, Trust Company of Vermont
• Emilye Pelow Corbett,  Senior Philanthropic and Planned Giving Advisor, Vermont Community Foundation
• Richard Flood, Principal, Flood Financial Services
• Adam Bartsch, Owner, Northeast Estates and Trusts

Moderator

• Susan Fowler, Retired Vermont Probate Judge

Event Leaders

• Christa Kemp, Donor Relations Director, VLT
• Sue Dixon, Special Gifts Coordinator, Shelburne Farms

This event is perfect for people of all ages and life circumstances who wish to learn more about where to begin or how to update their wills. We’ll focus on strategies for protecting your assets to provide for the people and organizations you care about. Also, a good event for relatives or friends, executors or trustees, to begin thoughtful conversation around topics that can sometimes be challenging.