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 John B. Lewis, Managing Director of Rockefeller Global Family Office Lewis Wealth Partners, who will discuss the current market and economic environment.
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.
Seminar Logistics
- Date: February 18, 2025
- Time: 7:45 a.m.–4:30 p.m.
- Location: Jepson Alumni Center
- Cost: $355 (Register by Dec. 15 to save $50!)
- Digital materials provided
- Printed materials: + $25
- 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 | Valuation and other Tax Matters | Asif Charaina, Keiter |
| 9:30am | 15-minute break | |
| 9:45am | Elder Law and Estate Planning | Christopher M. McCarthy, McCarthy Elder Law |
| 10:45am | Ethics | Susanna Brailsford Jones, FloranceGordonBrown, PC |
| 11:45am | Break for lunch | |
| 12:30pm | Lunch Financial Talk | John Lewis, Rockefeller Global Family Office |
| 1:05pm | Post-Connelly Agreements and Buy-Sell / Succession Planning Options |
David De Jong, Stein Sperling |
| 2:05pm | 10 minute break |
|
| 2:15pm | Virginia and Federal Legislation Updates and Anticipated Election Changes | Sarah E. Brownlow, Virginia Estate & Trust Law, PLC |
| 3:15pm | Fiduciary Litigation and No-Contest Clauses | Meghan G. Hubbard, McGuireWoods |
| 4:30pm | Adjourn |