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Dec. 1 Program at U of M Will Answer Questions About Estate Planning University News
For release: November 17, 2010

For press information, contact Tom Mendina, 901-678-4310

Everyone has an estate, and everyone needs an estate plan. The University of Memphis will offer a program that should provide answers to some vital questions about estate planning. Dan Murrell, director of planned giving at the U of M, will present “Know What You Have and Where It Will Go: Some Estate Planning Basics” at noon Wednesday, Dec. 1, in the Ned R. McWherter Library, Room 225.

The session will focus on basic estate planning information that every adult needs. Handouts, checklists, and examples will be available to assist in the planning process.

Discussion topics will include: developing a checklist of documents you need to have in place; know what you own and where it is; barriers to effective estate planning; your forgotten beneficiaries; wise charitable giving as part of your estate plan; and what happens when you reach your life expectancy.

Admission is free and open to the public. Parking is available in the Innovation Drive garage, adjacent to the Fogelman Executive Center.

Murrell graduated from Millsaps College and earned a master’s degree from the U of M. He has more than 13 years of development experience.

The event is presented by the University Libraries with the support of Friends of the University Libraries.

For more information, contact Tom Mendina at 901-678-4310 or tmendina@memphis.edu

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