Estate Planning for Everyone
October 26 @ 5:00 pm – 7:00 pm
Join us for Estate Planning for Everyone, an evening reception and program all about estate planning, estate and trust administration, charitable giving, and more!
5PM: Reception in the Music Hall Lobby with wine, snacks, and networking opportunities
6PM: Program in the Music Hall featuring Gavin Mullen, Managing Director and Wealth Management Advisor at Merrill Lynch, and Nathan Catanese, Attorney and Co-Leader of Wealth Planning, Tax & Tax-Exempt Organizations at Steptoe & Johnson PLLC
Nathan Catanese: At the core of Nathan’s practice is the belief that people and relationships matter, and there is no greater success for him than advising his clients through complex situations. He enjoys unpacking the details of complicated issues and devising solutions for the betterment of his clients and their goals.
Nathan focuses his practice in the areas of estate planning, estate and trust administration, charitable giving, tax-exempt organizations, and other tax and corporate matters. Nathan is the co-leader of Steptoe & Johnson PLLC’s Wealth Planning, Tax, and Tax-Exempt Organizations team. Armed with a deep understanding of the practical needs of his clients, Nathan assists individuals and families in wealth succession planning and advises nonprofits and religious organizations in formation and governance matters. He frequently counsels clients in their planned charitable giving and provides assistance in the creation of private foundations. And, as a volunteer and board member for multiple charities and as a trustee for a private foundation, Nathan has a keen understanding of the practical needs of nonprofits.
Nathan Graduated from University of Notre Dame with a Bachelors of Arts degree in Political Science and received his Juris Doctor (J.D.), from the Notre Dame law school. Nathan also received his Master of Laws degree (LL.M), from the Villanova University Charles Widger School of Law focusing on Taxation and Estate planning.
Gavin Mullen: As a Managing Director at Merrill, Gavin customizes wealth planning through an individualized assessment of client financial needs and goals. His wealth management process offers both the personalized attention of a boutique and the global resources of one of the world’s largest financial service firms.
Gavin puts clients’ interests first, and takes the time to work with them to set short and long-term goals. Clients enjoy the benefits of renowned wealth management capabilities, access to banking and lending specialists from Bank of America, N.A., industry leading technology, widely respected research and top-rated analysts. Gavin works closely with his clients to create personalized wealth management plans, and communicates with clients regularly to help ensure that their wealth management plan continually evolves to accommodate their goals.
Gavin received both his Bachelor’s Degree and Masters Degree from the State University of New York at Plattsburgh. Gavin Joined Merrill Lynch in 2012 and in March 2015 was awarded the CFP® certification by the Certified Financial Planner Board of Standards. Gavin holds several FINRA registrations including a Series 7 and a Series 66.
This event is free, but we ask that you register so we know how many people to expect. We look forward to seeing you!