FALL 2020 NEWSLETTER


Over the last six months, we've all been thinking about the fragility of life and how quickly things can change. Our donors and clients are no different.  Mac Brillhart's article touches on how the pandemic is compelling people of all ages to update their estate plans. As fundraisers and professional advisors, we can provide strength and hope during this difficult time.
 
Thank you for the invaluable work you do in our community and for your continued partnership with Leave A Legacy. Please take a few minutes to complete the Partner Survey so Leave A Legacy can continue to surpass your expectations.
 
Wishing you and yours good health and well-being.

                              Shannon Berwager
2020 Steering Committee

W. Robert Berkebile
Chair
MacGregor J. Brillhart, Esq.
Professional Advisor Chair
Victoria A. Connor
Partnership Chair
Shannon Berwager
Marketing Chair  
Bradley C. Jacobs
Treasurer
Daniel E. McGarry, Jr., CLU, ChFC, 
Immediate Past Chair
Bryan Tate
Program Committee Chair


Kimberly Alvarez
Mary Kay Bernosky
Averie Clark
Emily Clarke
Trent Davis 
Jennifer DeAngelo
Jennifer A. Galloway, Esq. 
Kelley Gibson
Melissa Gross
Jennifer Hitz
Richard K. Konkel, Esq. 
Heather Maneval
David A. Mills, Esq. 
Diana Mohn
David Morais
Chad A. Myers 
Janine Pflaum 
Heather Seton
Jim Shenk
Thomas M. Shorb, Esq.  
Kevin J. Smith, CFA, CFP,      ChFC
Alex E. Snyder, Esq. 
Jackie Summers
Help us help you! Please take this brief survey and let us know how you are doing during COVID. It will take fewer than two minutes!
Upcoming Events

Best Practices in Planned Giving - Panel Discussion via Zoom
   Tuesday, September 22, 2020, 12pm - 1:30pm
   Kim Alvarez, United Way of York County
   Emily Clarke, SpiriTrust Lutheran
   Jennifer DeAngelo, York College of PA
   Kelley Gibson, Cultural Alliance of York County, Moderator

Contact lalyork@yorkbar.com for an invitation.


Tax Efficient Strategies for Donors via Zoom
    Thursday, October 29, 2020, 12pm - 1:30pm
   David Morais and Scott Myers, RKL LLP

Invitations will be available soon.
2020 Membership Information 

Thanks to all of the 2020 Leave a Legacy partners. The Partner Booklets have been distributed. If you would like additional copies, please email lalyork@yorkbar.com.
Estate Planning in the Time of Covid   

During this pandemic, the virus has affected all aspects of life, 
including estate planning and charitable giving. As an estate attorney, I have not observed a decrease in the demand for estate planning services. Perhaps due to an increased concern of falling ill, which, in turn, has caused individuals to consider "getting their legal affairs in order." Admittedly, the execution of estate planning documentation initially proved difficult due to working remotely; however, the use of technology has become increasingly helpful in resolving that challenge.

Fortunately, York Countians, despite all they face, continue to be charitably inclined. The demand for estate planning then continues to benefit our local charities, whether being named under wills, trusts or beneficiary designated assets, such as life insurance or retirement accounts. Observing our clients' continued support of local charities through planned giving, even in the face of tremendous adversity, has been an uplifting experience for me, both professionally and personally.

MacGregor J. Brillhart, Esquire
Stock and Leader, Attorney at Law

If you have any questions or concerns regarding this eNewsletter or would like to submit a question or request, please notify LEAVE A LEGACY York County at lalyork@yorkbar.com or www.lalyork.com.

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York, PA 17401
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