Jennifer Koenig & Paul Livingston Speak with High Point Community Foundation Donors

Jennifer Koenig and Paul Livingston, members of the Schell Bray Trust and Estates Practice Group, spoke with the High Point Community Foundation donors on Wednesday night, September 20th.  Estate planning "Beyond the Numbers" was the topic.  The discussion focused on the decision making process families should follow with respect to several issues that are extremely important for an effective estate plan, yet are not driven by estate tax planning.

Jennifer Koenig counsels clients on issues ranging from simple wills and powers of attorney to very complex estate planning and wealth preservation techniques, including GRATs (grantor retained annuity trusts), limited liability companies (LLCs), complex charitable planning, and succession planning for family-owned businesses.  She enjoys helping her clients work through the estate planning process and the estate administration process after a loved one dies.  She also has extensive experience representing charitable organizations and corporate fiduciaries. 

Paul Livingston draws on many years of experience to counsel families on their estate planning options for efficiently transitioning wealth to younger generations and to explore and achieve the family's philanthropic goals.  He works extensively with nonprofits and serves as counsel to a number of public charities and private foundations, advising them on tax and governance matters.  Mr. Livingston has a special interest in succession planning for private foundations. 


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