Planning Your Legacy: Estate and Planned Giving Basics

FRIDAY, MAY 17, 2024 | 11:30 AM – 12:30 PM

(In person and Virtual)

Mercer Island Community and Event Center, Mercer Island WA

Medic One Foundation and Hightower Bellevue are pleased to present a complimentary, interactive presentation on estate and planned giving basics. Discover who should consider charitable giving, when it’s appropriate, and the best gifts for different situations. Take the first step towards leaving a meaningful legacy for causes and individuals close to your heart. In-person attendees will enjoy a light lunch.


About Our Speaker

David Work | Hightower, Director of Estate Financial Planning & Trust
David specializes in providing comprehensive estate and financial planning services for Hightower Advisors and their clients. He joined Hightower after a 23-year tenure at Merrill Lynch Private Wealth Management. In his role, David worked closely with clients and their professional advisors to develop and implement complex estate plans. Prior to working at Merrill, he was Senior Analyst with The Nautilus Group and an attorney in private practice specializing in estate planning and tax-exempt organizations. David serves on the Advisory Council to The Dallas Foundation and teaches Financial Literacy to graduating seniors as an Adjunct Faculty member at Texas Christian University.

We hope you can join us! Please RSVP by Friday, May 10, through the below link.

For questions, contact Sara Oshikawa-Clay, Director of Philanthropy, at or (425) 625-2032.