Life Stage Estate Planning
Presenter: Robert Constantine
Director of Planned Giving at Rochester Institute of Technology
Webinar Date: 12-11-2015
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Life Stage Estate Planning

In this webinar you will learn about the most commonly used estate planning documents and why they are important even at different stages of your life.

This is the second in a series of 4 estate planning webinars. It will cover some basics of the estate planning process but addressing the topic from the perspective of people who are doing their planning at different stages in their lives. The motivation and focus of an estate plan for a young couple with infant children is very different from an estate plan developed by someone in near retirement.

Robert Constantine
Robert Constantine / Director of Planned Giving at Rochester Institute of Technology

Robert Constantine is Director of Planned Giving at Rochester Institute of Technology, a role he has had since 2011. Prior to joining RIT, Robert practiced law for more than 25 years in Buffalo as a partner with Damon & Morey LLP (now Barclay & Damon), limiting his practice to trust and estate and charitable gift planning, focusing on families, business executives, and medical and other professionals. Robert is an elected Fellow of the American College of Trust and Estate Counsel and practiced in both New York State and Florida during his law career.

Robert moved to the financial services field where he was a First Vice President with HSBC Private Bank and served as Regional Head of the Personal Trust business in upstate New York from 2003 to 2010. Robert is a graduate of the University of Pennsylvania and received his J.D. and MBA degrees from State University of New York at Buffalo.