Cramer & Anderson Senior Partner Josh Weinshank is giving a presentation on the power and benefits of charitable giving May 17 in an event at Norwalk Hospital being presented by the hospital’s Legacy Society.
Attorney Weinshank, who serves as chairman of the Legacy Society, will be joined by financial advisor Candice Pope, APMA, of Ameriprise Financial Services, LLC, who was named to the Forbes 2023 Best in State Women Wealth Advisors list.
“Panelists will cut through the noise, simplify the narrative, and empower you to be in control of decisions that may help keep your plans for family and your favorite causes on track,” says the invitation for the educational discussion that celebrates Leave a Legacy Month.
The Legacy Society recognizes donors who include Norwalk, Danbury, and New Milford hospitals in their estate planning through wills, trusts, annuities, or other charitable giving vehicles. The hospitals are part of Nuvance Health.
Anyone who is interested is welcome to attend the Norwalk Hospital event and should RSVP by emailing firstname.lastname@example.org, or Laura Eldridge, Senior Director, Development & Planned Giving for the Foundations of Nuvance Health, at Laura.Eldridge@nuvancehealth.org.
Topics Attorney Weinshank will address in his presentation include:
- Charitable tax strategies
- Contributing appreciated securities
- Legacy gifts
- Charitable remainder trusts
The Legacy Society is also holding its annual luncheon on June 20, at which Attorney Weinshank will introduce the guest speaker, Dr. Paul Wright, Senior Vice President of the Nuvance Health Neuroscience Institute.
Attorney Weinshank, the Fairfield County Trust and Estate Planning and Administration Group Leader for Cramer & Anderson, advises clients on ways to preserve and create intergenerational wealth by addressing their tax and personal concerns effectively and efficiently.
Estate Planning considers clients’ entire portfolios and goals as Attorney Weinshank works to implement strategies to reduce estate and gift taxes, as well as addressing income tax concerns through the management of capital gains and appreciation of assets.
Community-minded activism and service are priorities for Attorney Weinshank, who is also Vice Chairman of the Board of Directors for the Danbury Hospital and New Milford Hospital Foundation, as well as the Norwalk Hospital Foundation
In 2021, Attorney Weinshank also was named a corporator for Union Savings Bank, the $2.7 billion mutual bank headquartered in Danbury, and in the spring of 2022 he joined the Board of Directors of Meals on Wheels of Ridgefield. He is also a Director of the Kermit & Patricia Adler Foundation Inc.
In Ridgefield, where Attorney Weinshank lives with his wife, Steffani, and their daughters, he is a member of the Development Committee of RVNAhealth and former member of the Finance Committee, and has served on the Board of the Ridgefield Playhouse, as well as its Finance Committee.