Marion Community Foundation & Marion Technical College Foundation are sponsoring an Estate Planning Program presented by Dean Jacob

The Marion Community Foundation and Marion Technical College Foundation invite you to join us for an engaging and informative Estate Planning Program presented by 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, families, and anyone looking to plan confidently for the future. Whether you are creating your first estate plan or updating an existing one, you'll gain valuable insights to help you make informed decisions and protect what matters most.

About the Presenter

Attorney Dean Jacob is a Marion native and a graduate of River Valley High School, the University of Notre Dame, and The Ohio State University College of Law.

Throughout his distinguished career, Dean has served as an attorney, educator, 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 is also a member of the Ohio State Bar Association's Estate Planning, Trust, and Probate Law Section.

Dean has dedicated his career to serving the Marion community through leadership roles with the United Way, Rotary Club, Kiwanis Club, River Valley Education Foundation, St. Mary Parish, and the Marion Area Chamber of Commerce. Outside of his professional work, he enjoys hiking, traveling, and spending time with his wife, Sue, their two adult children, and two grandchildren.

Presentation Topics

During this informative program, Dean will discuss:

• Essential estate planning documents, including:
  • 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 giving and related tax advantages
• Endowments as a lasting way to support charitable causes

Don't miss this opportunity to learn from one of Marion's most respected legal professionals and gain practical knowledge that can help you plan for the future with confidence. Whether you're planning for yourself, your family, or your legacy, this program offers valuable information for every stage of life.