Past Events

June 30, 2020 Sponsorship
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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