PVEPC September 2025 Meeting
Date: Monday, September 22, 2025
Time: 5:00pm - 7:00pm
Location: Roosevelt Room at the Union Station
Speaker: Mark J. Esposito and Stephen L. Sobey
Mark J. Esposito and Stephen L. Sobey will be giving a presentation titled The Cold Truth About the Gifting Hot Power. The presentation will cover Durable Powers of Attorney in estate planning, focusing on broad gifting powers for agents. It will discuss the benefits, risks of misuse, and protective strategies that maintain flexibility in financial management.
