NVEPC Membership Meeting: Parenting from the Great Beyond: Planning for Clients with Minor Children
Join us on Tuesday, September 24, 2019, for our Membership Meeting, "Parenting from the Great Beyond: Planning for Clients with Minor Children," presented by Sarah Moore Johnson of Birchstone Moore Law.
About the Presentation:
Planners often give short shrift to the naming of a guardian, yet it is of utmost importance for parents. This program will revisit guardianship provisions, stand-by guardians and medical consents; the taxation and termination of custodial accounts; the interplay of Section 529 plans and financial aid; trends in trust terms for minors; and how advances in reproductive science require re-thinking our definitions of children and descendants.
About the Speaker:
Sarah Moore Johnson, Birchstone Moore Law
Sarah is a respected leader in the Washington, DC, estate planning community who concentrates on estate planning, estate and trust administration, business succession planning and charitable giving while minimizing estate, gift and generation-skipping transfer taxes. Recognized as a Fellow in the American College of Trust and Estate Counsel (ACTEC) and as a Top Attorney in the Washingtonian magazine, Sarah is experienced in planning for the distribution of estates ranging in value from modest to those exceeding $100 million, and also drafts and negotiates premarital agreements. She is particularly well-versed in estate planning for entrepreneurs, real estate investors and art collectors.
Prior to attaining her law degree, Sarah was a senior financial analyst in the Valuation Services Group of Arthur Andersen LLP in Atlanta, and in that capacity gained considerable knowledge in valuing assets and using discounts in estate planning. Sarah also clerked for American Cancer Society's Office of Corporation Counsel, where she became familiar with the tax laws applicable to charitable organizations.
Sarah is a Southerner at heart and puts clients at ease with her relaxed, friendly manner. She earns their respect with her attention to detail and depth of knowledge. A master of organization, she strives to simplify and de-clutter her clients’ estate plans wherever possible.
This event is approved for 1.0 CFP credit.