Navigating new tax laws can be challenging; however, having a solid estate plan in place can position you well for the future. Join Donna Rasile, Senior Vice President, Investment Advisor with FinTrust Capital Advisors, as she hosts an engaging discussion with specialists Erin Patterson and Jeanna Shelton of Erin Patterson Law in the field of estate planning who will share their insights on this timely topic.
Erin (founding partner), and Jeanna (associate attorney), will discuss what planning needs to be put in place to protect your assets now and in the future. They will also address the current changes and potential changes with the tax laws and what possible steps to employ given the changing landscape.
Erin Patterson, JD, CPA, has over 10 years of experience solving complex legal and tax issues for her clients. She concentrates her law practice exclusively on estate planning, estate and trust administration, and business law. Her mission is to provide North Carolina and South Carolina residents – families and business owners – with the advice they need to solidify their legacy.
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Jeanna Shelton, JD, provides comprehensive and compassionate legal services to her clients. She personally understands the importance of having estate plan documents in place. Her legal career focus is on providing client-focused services and solutions that are tailored to the client’s legal goals and needs.
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WEDNESDAY, OCTOBER 6, 2021 at 12:00 PM
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Donna focuses on helping clients achieve their financial and life goals through a holistic and customized approach to financial planning and wealth management. With extensive investment industry experience, she pulls on this experience and knowledge to develop comprehensive plans that are designed to deliver financial peace of mind. She honors meaningful client relationships while focusing on a goal to deliver excellent client service.
Donna employs an integrative approach with her clients, as well as their families. She excels in working with women, helping them to visualize their financial futures while equipping them with the tools needed to realize their goals.
As a Registered Life Planner, she asks her clients important questions while actively listening. Understanding their life goals, Donna is able to help them align their financial goals with their life goals.
During her casual hours, Donna enjoys a passion for cooking and entertaining, considering herself to be a “foodie.” She enjoys walking, Pilates, reading and enjoys family time with her husband, Bob, and their two adult children.