Charitable Giving and the Elderly

When:  Apr 4, 2023 from 08:30 AM to 11:00 AM (ET)
Associated with  AFP NJ, New Jersey Chapter

AFP-NJ and NJCGP Present

Charitable Giving and the Elderly

Sponsored by State Street Global Advisors

Tuesday, April 4, 2023

8:30 - 11:00 am

Olde Mill Inn

225 US-202, Basking Ridge, NJ 07920

$25 for AFPMembers | $35 for Future Members

Registration Closes on April 3rd at 12:00 p.m.

Join us for an engaging session about the intricacies and ethical considerations of dealing with senior donors. Our seasoned presenter, Peggy Sheahan Knee will share her real-life experiences and guide attendees on the best course of action when working with the elderly.

Topics include:

  • Cognitive and emotional issues affecting senior donors
  • Best practices of engagement
  • Legal standards and rules
  • What is undue influence?
  • The role of professional advisors, agents under power of attorney and caregivers

Featured Speaker

Peggy Sheahan Knee

The Knee Law Firm, LLC

Peggy is certified by the National Elder Law Foundation as an Elder Law Attorney. Her practice also includes comprehensive family planning including estate plans for persons of wealth, generation skipping planning, charitable planning, planning with life insurance contracts and business succession planning, and special needs planning for children and adults.

Peggy is a frequent speaker around the state and has served as an adjunct professor at the Rutgers-Newark University School of Law. Peggy is a past president of both the New Jersey Bar Association and Northern New Jersey Estate Planning Council, Inc. Peggy has authored numerous publications and articles on Elder Law.

She received her undergraduate education at Fordham College and her law degree from Fordham University School of Law. Peggy also has her LL.M in Taxation from New York University School of Law.



Olde Mill Inn
225 US-202
Basking Ridge, NY 07920
Event Image