Estate Planning Seminar for Professionals
The Estate Planning Seminar for Professionals, the leading estate planning conference in the Richmond region, features a stellar crop of speakers that will cover recent developments in estate planning and offer practical guidance on today’s most important tax and non-tax issues.
This year’s guest speaker is Michael G. Montgomery, Vice President of Client Administration for TCV Trust & Wealth Management.
Who Should Attend?
The seminar is designed to improve techniques and strategies for all estate planning professionals and includes continuing education units (CEUs) for attorneys, insurance professionals, Certified Public Accountants, Certified Financial Planners and trust officers.
The Estate Planning Seminar for Professionals is pending approval for the following credits for participation:
- CLE credit hours by the Virginia State Bar (Ethics)
- CPE credit hours through NASBA
- CFP credit hours through CFP Board
- Insurance credit hours through the Virginia Bureau of Insurance
Seminar Logistics
- Date: June 2, 2026
- Time: 7:45 a.m.–4:30 p.m.
- Location: Jepson Alumni Center
- Cost: $375 (Register by May 5 to save $50!)
- Register online
Program Agenda
This agenda is in development and subject to change.
| Time | Event | Presenter |
|---|---|---|
| 7:45am | Check-in and registration | |
| 8:20am | Welcome and greetings | |
| 8:30am | Heirs Property Discussion | Janae Craddock, Virginia Poverty Law Center Jessica W. Thompson and Emma Whitten, Central Virginia Legal Aid Society |
| 9:30am | Break | |
| 9:40am | PPVI and PPLI and the Alphabet Soup of Insurance | Eric Hieber and Jeri Turley, Winged Keel |
| 10:45am | Ethics | Ryan Glaser, Schooley Law Firm, PC |
| 11:45am | Break for lunch | |
| 12:30pm | TCV Keynote Lunch Speaker | Michael G. Montgomery, VP Client Administration, TCV Trust & Wealth Management |
| 1:05pm | Drafting Trusts from the Perspective of a Corporate Trustee |
Leslie Bradenham, Bessemer Trust |
| 2:05pm | Break |
|
| 2:15pm | Virginia and Federal Legislative and Case Law Updates | Sarah E. Brownlow and Kevin O’Donnell, Virginia Estate & Trust Law, PLC |
| 3:15pm | When the Fine Print Fights Back: The Process and Pitfalls of Trust Modifications | Brenden McNamara, McGuireWoods |
| 4:30pm | Adjourn |
