Are you interested in having us speak at your next public or private event? Please contact us for additional information and availability.
08/08/2019 – Estate Administration Procedures – Why Each Step Is Important: Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims Against the Estate, Being Thorough to Close the Estate without a Hitch and Understanding Tax Procedures to Avoid Problems Later (a National Business Institute Program)
Please contact us for additional event information – more details to be posted soon.
12/8/18 – You’ve Been Appointed As Executor of an Estate, Now What?
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
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
4/21/18 – National Healthcare Decisions Day Workshop – part of Annual Healthcare Decisions Week
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
10/19/17 – Joint Revocable Trusts in Common Law Property States (Maryland State Bar, Estates and Trusts Section)
10/11/2017 – Estate Administration Step-By-Step – An Interactive Workshop: Taxes – Preparing the Forms and More (a National Business Institute Program)
6/6/17 – Elder Care Planning and Protection Against Financial Abuse
5/18/17 – Succession Planning (private event)
3/23/17 – What Pet Parents Should Know About Pet Trusts
4/26/16 – Basics of Estate Planning (private event)
11/14/15 – Senior Scams: The $3 Billion Industry – and Growing!