Are you interested in having us speak at your next public or private event? Please contact us for additional information and availability.
Please contact us for additional event information – more details to be posted soon.
10/6/18, 11/10/18 or 12/8/18 – You’ve Been Appointed As Executor of an Estate, Now What? (info)
12/18/18 – Estate Planning Under the New Tax Law (Northern Chapter of the Virginia Society of CPAs)
11/7/18 – Estate Planning 101 (private employee luncheon/workshop)
10/19/18 – Health Care Decisions Workshop: Making Sure Your Wishes are Communicated (Lansdowne Woods Wellness Expo, Leesburg VA) (info)
9/17/18 – Estate Planning Under the New Tax Law (Washington DC Estate Planning Council)
6/27/18 – Top Ten Estate Planning Mistakes (private client event)
5/19/18 – Moving On: Separation and Divorce Workshop for Women (info)
4/21/18 – National Healthcare Decisions Day Workshop – part of Annual Healthcare Decisions Week (info)
4/19/18 – Highlights of the 2017 Tax Cuts and Jobs Act (private client event)
3/15/18 – Highlights of the 2017 Tax Cuts and Jobs Act (private client event)
3/6/18 – Top Five Planning Ideas Under the New Tax Law (Lunch and Learn for Advisors)
11/4/17 – Hidden Risks and Mistakes in Estate and Long-Term Care Planning (info)
10/19/17 – Joint Revocable Trusts in Common Law Property States (Maryland State Bar, Estates and Trusts Section)
6/6/17 – Elder Care Planning and Protection Against Financial Abuse (info)
5/18/17 – Succession Planning (private event)
3/23/17 – What Pet Parents Should Know About Pet Trusts (info)
4/26/16 – Basics of Estate Planning (private event)
11/14/15 – Senior Scams: The $3 Billion Industry – and Growing!