Charitable Planning for Nontraditional Families

Speaker: Joan Crain Senior Director, BNY Mellon Wealth Management Joan Crain is a senior director for BNY Mellon Wealth Management. As a national wealth strategist, Joan works closely with wealthy families and their advisors to provide comprehensive wealth planning. Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-generational families. She specializes in family governance, philanthropic planning and tax and estate planning. She is frequently invited to speak to clients and professional groups such as the American Bar Association, the American Institute of CPAs and numerous estate planning councils throughout the United States.