Good morning, LHA’ers
I mentioned to the group that the LHA Legacy Committee is convening a “legal summit” on April 13 at SARC’s office in Campbell. We have a very specific agenda for top attorneys in the areas of tax, estate planning, and real estate. Ultimately, our intent is to create a turn-key program for LHA members to use (or not) for their agency. Some discussion as well about creating a centralized point by which families can be assessed and counseled then referred out to the local Housing NPO to evaluate the property and determine whether they want to accept it. We also want mechanisms in place so we can transfer assets from one part of the State to another.
Once we firm up a very other details of the summit, I’ll send more information to the group for those who are interested in attending as part of the audience.
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