Passing the Baton

How to Transfer Your Wealth, Values, and Legacy Across Generations

Guests are welcome! Questions? Contact Genevieve at legacy@laphil.org

Two Workshops

FEB 12 • APR 12

WORKSHOP ONE • SAT / FEB 12, 2022

The Seven Deadly Sins of Estate Planning

Join Founder and Principal of Heritage Legal, PC, Christopher Heritage, for conversation and case studies around common estate planning mistakes for all, with particular focus on LGBTQ+ individuals and families. Bring your questions!

Featuring performance by LA Phil musician Marion Arthur Kuszyk, oboe.

2:30PM Arrival and welcome (refreshments provided)
3:00PM Workshop and Q&A
4:15PM Performance and conversation with LA Phil musician Marion Arthur Kuszyk
4:45PM Reception

Proof of vaccination required. Event will take place both indoors and outdoors. Mask will be required indoors. Learn more about LA Phil safety, here.

RSVP Here

Home of David Freedman
private residence, RSVP for more information

WORKSHOP TWO • TUE / FEB 12, 2022

How to Choose a Trustee

Join Vanessa Terzian, partner at Lagerlof Lawyers, LLP, for conversation and case studies around how to choose a trustee. Bring your questions!

Featuring performance by LA Phil musicians Stacy (violin) and Minor Wetzel (viola).

5:00PM Arrival and welcome (refreshments provided)
5:30PM Workshop and Q&A
6:45PM Performance and conversation with LA Phil musicians Stacey and Minor Wezel
7:15PM Reception

Proof of vaccination required. Event will take place both indoors and outdoors. Mask will be required indoors. Learn more about LA Phil safety, here.

RSVP Here

The Valley Hunt Club
520 S. Orange Grove Blvd.
Pasadena, CA 91105

Explore how you can create a lasting legacy with a gift through your own thoughtful planning. Ensure that the art of music remains available to future generations. Learn how creative and flexible use of your assets can benefit you and your loved ones now and the LA Phil in the future.

You are encouraged to come to any or all of these seminars. The information and discussions will be useful for families, individuals, and couples without children. As an added treat, members of the Los Angeles Philharmonic will be on hand to perform during the evening and refreshments will be served.