NORTHERN VIRGINIA ESTATE PLANNING COUNCIL

Join NVEPC on October 20, 2026, for an informative and practical program exploring the often-overlooked impact of state estate and inheritance taxes and what practitioners need to know to help clients avoid unexpected tax exposure.

State estate and inheritance taxes are easy to miss, especially when most planning conversations focus on the federal estate tax. But for clients with property, residences, or beneficiaries in multiple states, state-level taxes can create real and sometimes surprising exposure.  John P. Morgan will walk practitioners through the issues that too often get overlooked, including the difference between estate taxes and inheritance taxes, which states impose them, and why federal planning assumptions do not always work at the state level.  The presentation will cover practical planning strategies, including trust planning, lifetime gifts, portability traps, situs issues, real estate planning, and state-specific quirks that can change the analysis.  Practitioners will come away with a better framework for spotting state tax problems early, asking the right questions, and giving clients more complete advice when state estate or inheritance taxes may be in play.

John P. Morgan is a Shareholder with Rees Broome, PC, in Tysons Corner.  He has over a decade of experience guiding individuals and families in the preparation of comprehensive estate plans and assisting with the administration of estates.  He is admitted as an attorney in Virginia, Maryland, the District of Columbia, and West Virginia.  He is also a Certified Financial Planner ® and a Certified Public Accountant in Virginia.  John has a B.A. in Government from the College of William and Mary, a law degree from the Catholic University of America, Columbus School of Law, and an LL.M. in Taxation, with Distinction, from Georgetown University Law Center.  The only thing John likes to do more than prepare estate tax returns is represent clients in estate tax audits.

John also serves part-time in the Maryland Air National Guard.  He is a former Assistant Professor of Accounting at Northern Virginia Community College.  In his ‘spare’ time, John is busy raising three young boys with his wife, Colleen.

Thank you to our event sponsors, Andersen and J.P. Morgan.

Thank you to our 2026 annual sponsors, Commonwealth Savers and PNC Private Bank:

Registration for this event will open in mid-September and close at noon (12PM) on Friday, October 16. 

REQUEST: Should you need to cancel your registration, please email nvepc@ascent-management.com before registration closes.  NVEPC provides food and beverages at events based on registration numbers.  In order to keep costs down for our members, we request that you cancel your registration if you find you are unable to attend.

Registration fees are non-refundable.