Event Details

Join us for an engaging and informative Lunch & Learn featuring Attorney Dean Jacob, a respected estate planning attorney and community leader. This in-depth session will provide practical guidance on estate planning, estate administration, and charitable giving — essential knowledge for individuals and families planning for the future.

About the Speaker

Attorney Dean Jacob was born and raised in Marion, Ohio. He is a graduate of River Valley High School, The University of Notre Dame, and The Ohio State University College of Law.

Dean has served as a lawyer, a teacher, and President & CEO of the Marion Community Foundation. He is an active member of the Marion County Bar Association, where he has served as Secretary, Treasurer, Vice-President, and President, and he is a member of the Ohio State Bar Association’s Estate Planning, Trust, and Probate Law Section.

Dean is deeply involved in the Marion community, having served in leadership roles with United Way, Rotary Club, Kiwanis Club, River Valley Education Foundation, St. Mary Parish, and the Marion Area Chamber of Commerce. He enjoys hiking, traveling, and spending time with his wife, Sue, their two adult children, and two grandchildren.

Presentation Topics

Dean’s presentation will cover the fundamentals of estate planning and charitable giving, including:

• Essential estate planning documents:

  • Wills

  • Powers of Attorney

  • Living Wills

  • Health Care Powers of Attorney

• Trusts and alternatives

• Common truths and myths about probate

• Estate and gift taxes

• Strategies for charitable contributions and related tax advantages

• Endowments as a meaningful form of charitable giving

Whether you are beginning your estate planning journey or looking to update an existing plan, this session will provide valuable, practical insights.

Seating is limited to 46 attendees. Please RSVP early to reserve your spot.