PLANNED GIVING WEBINAR

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MEET
THE
SPEAKERS
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With decades of experience as an estate attorney and former professor of law and taxation, Beverly has amassed a wealth of practical experience in estate planning, income taxation, estate and gift taxation, generation-skipping taxation, probate, and trust administration. She has taught courses on the income taxation of estates, trusts, corporations, partnerships and individuals, as well as estate and gift taxation. Through it all, she has made it her mission to make law understandable for non-lawyers. Beverly currently serves on the Peace Haven Board of Trustees.

Lisa McLaughlin has 40 years of experience in complex estate and trust planning for multi-generational families, wealth planning, and probate and trust administration. Lisa devotes much of her practice to charitable, nonprofit, and tax-exempt entity law, so she is particularly well suited to provide advice regarding governance for charitable trusts, nonprofit corporations, private foundations, endowments, and planned giving programs. Lisa currently serves as a Trustee and Chair of the Board of the Missouri Historical Society, a Director of YouthBridge Community Foundation, and a Trustee of the Missouri United Methodist Foundation.