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Thursday, May 11
8:20 AM - 4:45 PM

Attorneys, insurance professionals, financial planners, and accountants are invited to come together for a day of professional development. This event will be held in the Jepson Alumni Center. Registration opens at 7:45 a.m., with the seminar starting at 8:20 a.m. Sessions include:

  • Recent Developments: Income Tax Planning vs. Estate Tax Planning, with John B. O'Grady of McGuireWoods, LLP
  • Social Security: What's There to Talk About?, with Glenn Kirst of Northwestern Mutual
  • Protecting Yourself and Your Clients Against Date Breaches and Other Security Disasters, with Sharon Nelson and John Simek of Sensei Enterprises
  • The Importance of Proper Titling of Assets and Proper Beneficiary Designataions and Payable on Death and Transfer on Death Designations in Estate Planning, with Timothy Guare of Timothy H. Guare, PLC
  • Parents' Estate Planning for the Benefit of Their Children, with Kathryn Ramsey of Virginia Estate and Trust, PLC
  • Virginia Developments in Estate Planning, with William Gray of Hunton & Williams

Sponsored by Paula L. Peaden of the Estate and Elder Law Section of Parker, Pollard, Wilton & Peaden. Approved for 6.5 MCLE credits. Approved for 8.0 CE credits for certified Financial Planners. Approved for 8.0 CE credits for Insurance Professionals. Approved for 7.5 CTFA credits.

Category
Quantity
Price
$175.00
 
Event registration summary
45th Annual Estate Planning Seminar for Professionals:
Registration
0
$175.00
Donation:
$0.00
Total:
$

Questions?

Please contact:
Kris Henderson
(804) 289-8186
khender3@richmond.edu