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3 Myths of Wealth Transfer

Myth - Fact

Do you want to connect virtually with other financial services professionals?

Do you want to tap into other experts who can be a resource for your initiatives?

Do you want to find out how UFSC can help you and how you can help others?

Join the UFSC Eastern Region Friday Connection Series

Friday, April 5, 2019

12:00 – 1:00 PM EST / 9:00 AM PS

3 Myths of Wealth Transfer

Hosted by UFSC Richmond Chapter

Featured Speaker

Melanie Lee
Melanie M. Lee

Melanie M. Lee, Esquire 

Owner, Lee Law Officer

Author, Essentials to Planning Your Legacy: Estate Planning Advice from Your Eldest Daughter

Melanie Lee-Kasuyi is the owner of Lee Law Office that concentrates in the areas of Trusts & Estates, Estate Administration and Elder Law.  Melanie received her Bachelor of Arts Degree from Howard University and her law degree from Washington and Lee School of Law.  She is a member of the American Academy of Estate Planning Attorneys and the National Academy of Elder Law Attorneys.  Her firm’s philosophy is to help clients create, build and properly transfer wealth.  She is a member of The Virginia State Bar; Virginia Bar Association (Sections on Probate, Trusts & Estates and Real Property), The Hill Tucker Bar Association and The American Bar Association.

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