Attorney Josh Weinshank, Resident Partner in Cramer & Anderson’s Ridgefield office and the firm’s Fairfield County Trust and Estate Planning and Administration Group Leader, is giving a special presentation Oct. 16 on tax efficient charitable giving and estate planning.
The event is sponsored by the Ridgefield Orchestra Foundation (ROF).
Entitled Estate Planning: Protect Your Assets and Smart Ways to Reduce Your Taxes, the presentation begins at 6:30 p.m. at the Keeler Tavern Museum Garden Room in Ridgefield, with refreshments to follow. It is free and open to the public. Those planning to attend are asked to RSVP to firstname.lastname@example.org by Oct. 11.
“As [a Ridgefield Symphony Orchestra] supporter, this is a good opportunity for you to hear from our presenter Josh Weinshank, a Partner with Cramer & Anderson, LLP, on these matters which are important to us all and to have the opportunity to ask questions,” says an event announcement in a Ridgefield Symphony Orchestra email newsletter. In addition to orchestra patrons and supporters, the Boards of the orchestra and Keeler Tavern were also invited to attend.
Topics Attorney Weinshank will address
in his presentation include:
- State and federal estate-tax exemptions
- The Tax Cuts and Jobs Act
- Charitable tax strategies
- Contributing appreciated securities
- Legacy gifts
- Charitable remainder trusts
- Tax efficient wills
- Protecting your assets from Medicaid
- Protection of the home
- Common estate planning mistakes
About Attorney Weinshank
A Super Lawyers Rising Star, Connecticut Law Tribune 2017 New Leader in the Law, and 2019 Fairfield County Business Journal 40 Under 40 award winner, Attorney Weinshank focuses his practice in the following areas:
- Trust and Estate Planning
- Elder Law
- Trust and Probate Administration
- Tax Planning
Attorney Weinshank advises clients on ways to effectively and efficiently preserve and create intergenerational wealth by addressing their tax and personal concerns. His approach to estate planning takes into account clients’ entire portfolios and goals. Attorney Weinshank works with his clients to implement strategies to reduce estate and gift taxes, as well as addressing income tax concerns through the management of capital gains and the appreciation of assets.
Attorney Weinshank also focuses on asset protection and Title XIX (Medicaid) Planning. He effectively advises clients on ways to preserve their assets while qualifying for governmental assistance programs.
A resident of Ridgefield with his wife, Steffani, and their two daughters, Attorney Weinshank is dedicated to volunteerism and community service.
Several of his notable roles come under the umbrella of the Western Connecticut Health Network (WCHN). Attorney Weinshank is Chair of the Legacy Society, which recognizes donors who include WCHN or its Hospitals in estate plans through wills, trusts, annuities or other charitable giving vehicles.
In other volunteer roles, Attorney Weinshank serves on the Finance Committee of the Ridgefield Visiting Nurse Association.
About the Ridgefield Symphony Orchestra
The Ridgefield Symphony Orchestra, celebrating its 55th season, is a regional professional orchestra that performs in Fairfield County. It was founded in 1964 with a mission to enrich the cultural life of the residents of Ridgefield and beyond. “The RSO also strives to increase the appreciation for music through community involvement and educational programs for people of all ages and abilities,” notes the RSO website, which lists upcoming performances, including a December tribute to jazz legend Dave Brubeck, who lived in Wilton.