Past Events

May 1, 2024 Joint Council Meeting | The Good, The Bad, and The Ugly - An Economic Update
Dr. Anirban Basu, Sage Policy Group
April 17, 2024 Networking Happy Hour
March 7, 2024 Membership Meeting | Avoiding Medicare Mistakes in Retirement
Angela Windett, Steinlage Insurance
March 5, 2024 Webinar | Highlights from the 2024 Heckerling Institute on Estate Planning
Jere Doyle, BNY Mellon
February 6, 2024 Bowling Happy Hour
January 24, 2024 Joint Council Breakfast | Charitable Planning with Non-Charitable Trusts
Carl C. Fiore, JD, LLM, Andersen
November 30, 2023 Membership Meeting | Common Insurance Red Flags
Erika Marino and Lanie Raphael, B.F. Saul Insurance
October 24, 2023 Networking Happy Hour
September 20, 2023 Membership Meeting | Artificial Intelligence and Digital Planning: Exploring the New Intersection of Technology and Estate Planning
Ross E. Bruch, Brown Brothers Harriman & Co.
June 30, 2023 Sponsorship 2022-2023
June 6, 2023 Networking Happy Hour and Bourbon Tasting
May 25, 2023 Annual Membership Meeting and Election and Community Connections
May 4, 2023 Signature Sponsor Lunch-and-Learn: Establishing and Managing Trusts for Individuals with Special Needs and for Those Who Need Additional Protection
Phil Fish, Sandy Spring Trust
April 26, 2023 Joint Council Meeting | Planning with Collectibles and Other Passion Assets
Yusuf Abugideri, Jenifer Flynn, Lisa Gelles, Brooke Tansill
March 9, 2023 Membership Meeting | Planning With Silent Trusts
Michael Gordon, Gordon, Fournaris & Mammarella
March 6, 2023 Webinar | Highlights from the 2023 Heckerling Institute on Estate Planning
Bank of America: Mitchell Drossman, Richard James, Steven Lavner, Aaron Shamshoian
February 7, 2023 Bowling Happy Hour
January 19, 2023 Joint Council Breakfast | The Corporate Transparency Act: What Estate Planning Professionals Need to Know
Melissa Wiley, Caplin & Drysdale
November 1, 2022 Moving to a Low or No-Tax State- It’s Not as Easy as You May Think
Mark S. Klein, Hodgson Russ LLP
September 28, 2022 Membership Meeting - Surprise! Re-Defining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology
Sarah Moore Johnson, Birchstone Moore
September 8, 2022 Networking Happy Hour and Optional Book Discussion
August 31, 2022 Virtual Movie Meet Up Social Hour - Rainman
June 30, 2022 Sponsorship
June 9, 2022 POSTPONED - Signature Sponsor Lunch-n-Learn Webinar | Five Valuation-Based Estate Planning Opportunities You Should Know About
Anne Meltzer, Tucker & Meltzer Valuation Advisors
May 25, 2022 Annual Meeting Featuring Diane Rehm
Diane Rehm
May 10, 2022 Networking Happy Hour
April 26, 2022 Annual Joint Council Meeting | Navigating Mental Illness and Addiction Issues in Estate Planning and Administration
Moderator: Madelaine Kramer Katz, Esq., Rifkin Weiner Livingston, LLC. Panelists: Barbara Mardigian, LPC, Deputy Clinical Director, Virginia Judges and Lawyers Assistance Program; Elizabeth Gray, Esq, Principal, McCandlish Lillard
March 2, 2022 Membership Meeting: Retirement, Financial and Estate Planning Issues for Federal Employees
Tammy Flanagan, National Institute of Transition Planning and Marc Levine, Handler & Levine
February 10, 2022 Virtual Movie Meet Up Social Hour
January 27, 2022 Signature Sponsor Lunch-and-Learn: Pragmatic Solutions to an Estate Plan
Phil Fish, Sandy Spring Trust
January 19, 2022 2021 Estate Planning Developments and Predictions for 2022
Ellen K. Harrison, McDermott Will & Emery
December 2, 2021 Virtual Movie Meet Up Social Hour
November 4, 2021 Tax Legislation for Estate Planners: Watching the Sausage Being Made
Beth Shapiro Kaufman, Caplin & Drysdale
October 20, 2021 Networking Happy Hour and Book Discussion
September 22, 2021 What's New in Estate Planning for Digital Assets
Karin Prangley, Brown Brothers Harriman & Co.
August 25, 2021 Virtual Movie Meet Up Social Hour
June 30, 2021 Sponsorship
June 30, 2021 New Member Application
June 17, 2021 Webinar | Highlights from the 2021 Heckerling Institute on Estate Planning
Bank of America Team: Richard James, Steven Lavner, Ramsay H. Slugg
June 8, 2021 Movie Meet Up Social Hour
May 20, 2021 Annual Membership Meeting and Virtual Networking
April 20, 2021 Joint Council Meeting - The Six Step Process of Estate Planning for Vacation Homes
Jeremiah W. Doyle IV, BNY Mellon Wealth Management
March 19, 2021 March 9 Webinar Guest Registration Fee
March 9, 2021 Sharing is Caring – And Now Harder to Avoid! What All Estate Planning Advisors Need to Know about Maryland’s New Augmented Estate Statute
Alex S. Tanouye, Northern Trust
February 10, 2021 Movie Meet Up Social Hour
January 21, 2021 What Estate Planning Professionals Should Expect After the Inauguration
Skip Fox, McGuire Woods; Beth Shapiro Kaufman, Caplin & Drysdale; Carlyn McCaffrey, McDermott Will & Emery
December 3, 2020 Movie Meet Up Social Hour - The Laundromat
November 11, 2020 EPCMOCO Presents Courageous Conversation: Empowering Ourselves to Own Our Bias to Build a More Interculturally Effective Society
Dr. Summer Allen and Greg Magennis, Center for Workforce Excellence
September 16, 2020 The New Frontier of Cybersecurity and Fraud
Ileana Van Der Linde, J.P. Morgan Asset & Wealth Management
August 18, 2020 Movie Meet Up - Knives Out Virtual Discussion and Social Hour
June 10, 2020 Virtual Sipping Sangria Social
Richard Torres, Bar Mixologist at Silver Bethesda
May 20, 2020 CANCELLED - Annual Membership Meeting
April 30, 2020 Joint Council Meeting Via Webinar | The Washington Update- What Does All This Noise Mean to Me and My Clients?
Jeff Bush, The Washington Update
March 12, 2020 Settlement of Estate and Gift Tax Cases
Beth Kaufman, Esq. | Caplin & Drysdale
March 10, 2020 Webinar - What Every Estate Planner Should Know about the SECURE Act
Marc R. Feinberg, West & Feinberg, P.C.
February 20, 2020 Highlights from the 2020 Heckerling Institute for Estate Planning
Mitchell A. Drossman, John R. Bank of America: Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg
February 5, 2020 Bowling Happy Hour
January 23, 2020 A Planned Giving Potpourri—New Developments, and Some Old Tricks and Traps
Lawrence P. Katzenstein | Thompson Coburn LLP
December 5, 2019 Unwinding Life Insurance Transactions and Keeping a Policy: Dealing With ILITs, Split Dollar and Buyout Agreements When the Business Owns the Policy
Todd Steinberg, Esq. | Loeb & Loeb, LLP
September 18, 2019 Lessons From Empty Mansions
Bill Dedman
September 4, 2019 Happy Hour and Book Group Discussion of Empty Mansions
May 22, 2019 Annual Membership Meeting
May 7, 2019 Joint Council Meeting
Ted Hart, ACFRE, CAP, CAF America, and Eileen Ellsworth, The Community Foundation of Northern Virginia
March 5, 2019 The Digital Revolution Has Come for Wills: What the Maryland Practitioner Should Know
Cory Larkin, Esq., Furey, Doolan & Abell, LLP
February 21, 2019 Highlights from the 2019 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg
February 13, 2019 Winter Bowling Networking Happy Hour
January 24, 2019 Demystifying Impact Investing and Enhancing Your Family Legacy
Karen Wawrzaszek, Sullivan, Bruyette, Speros & Blayney, LLC
October 30, 2018 IRA Planning for Baby Boomers: Insights and Strategies for Professional Advisors
Jeffrey Levine, Nerd’s Eye View Blog
September 27, 2018 You're Not Getting Married - Are Your Assets Really Protected?
Linda Ravdin, Esq., Pasternak & Fidis
September 5, 2018 End of Summer Networking Happy Hour
May 23, 2018 Annual Membership Meeting
April 25, 2018 Joint Council Meeting | Houston We Have a Problem - How to Work with Clients with Diminished Capacity
Philip Fish, CFP®, Alvin Frederick, Esq., Dr. Carole T. Giunta and Laura Stone, Esq.
March 6, 2018 Highlights from the 2018 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg
March 1, 2018 Trustees & Beneficiaries – How to Make These “Arranged Marriages” Work
Kathy Wiseman, Working Systems, Inc.
February 8, 2018 Winter Bowling Networking Happy Hour
December 5, 2017 Breakfast Meeting | How to Talk to Clients About Philanthropy: What They Need and Expect
Kathryn Miree
November 1, 2017 Income Taxation of Trusts - Getting Back to Basics
Megan E. Wernke, Esq., Caplin & Drysdale
September 27, 2017 Membership Luncheon | How to Engage in Family Succession Planning and Not Ruin Thanksgiving Dinner!
James Beers, CPA
September 7, 2017 End of Summer Networking Happy Hour
May 24, 2017 Annual Membership Networking Luncheon
April 25, 2017 Tales from the Dark Side: Drafting Issues from a Fiduciary's Perspective
Benjamin H. Pruett, Bessemer Trust
March 9, 2017 Highlights from the 2017 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, Richard James, Steven Lavner, Ramsay H. Slugg
March 2, 2017 Will Your Clients Outlive Their Life Insurance?
Michael Brohawn, ITM TwentyFirst
January 19, 2017 Keeping Up to Date on Fiduciary Income Tax Returns (IRS Form 1041): Preparation and Issues
Donald T. Williamson
November 3, 2016 Charitable Optimization, Secondary Planning for CRTs, and Private Foundation Management Issues
Ellen Fishbein and Evan Unzelman | Sterling Foundation Management, LLC
September 15, 2016 After the Plan: Helping Your Clients Become The Best Trustees They Can Be and Make the Most of the Trusts You've Created for Them
Patricia M. Angus, Esq., Angus Advisory Group LLC
May 17, 2016 Annual Membership Networking Luncheon
April 19, 2016 Coping With Dysfunction: How We Are Trying to Navigate Through a Political Process Gone Wild | Joint Council Meeting Hosted by Northern Virginia Estate Planning Council
Norman Ornstein
March 3, 2016 Highlights from the 2016 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, Richard James, Steven Lavner, Ramsay H. Slugg
March 1, 2016 Modern Uses of Partnerships in Estate Planning
Paul S. Lee, Senior Regional Wealth Advisor and Managing Director, Northern Trust
January 21, 2016 Gift Tax Returns: Top Tips for the Trade
Sarah Moore Johnson, Birchstone Moore LLC
November 13, 2015 Plug n pay test
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