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DTSTART:20190924T153000Z
DTEND:20190924T173000Z
LOCATION:Maggiano's Tysons Corner - Tysons Galleria, 2001 International Dr, McLean, VA 22102
UID:1783020190924T153000ZNVEPC Membership Meeting: Parenting from the Great Beyond: Planning for Clients with Minor Children
DTSTAMP:20260510T170252Z
DESCRIPTION:\nJoin 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.\n \nAbout the Presentation:\n \nPlanners 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.\n ------\n\nAbout the Speaker:\n   \n \n   \nSarah Moore Johnson, Birchstone Moore Law\n \nSarah 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.\n \nPrior 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.\n \nSarah 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. \n \nPRIOR EXPERIENCE\n Partner, Counsel, and Associate, Venable LLP (2003 to 2014)\n Associate, Kilpatrick Townsend & Stockton, LLP (2002 to 2003)\n \n \n \nThis event is approved for 1.0 CFP credit.\n \nThis Event is Sponsored By:\n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n[Fiduciary Trust International](https://www.fiduciarytrust.com)\n \n \n  \n \n \n \n \nCancellation Policy: Guest registrations can be cancelled up to three (3) business days before the event, and must be in writing via email.  If the NVEPC member, or their guest, does not cancel the guest’s event registration or does not attend the event, then the NVEPC member will be charged the full guest fee.\n
SUMMARY:NVEPC Membership Meeting: Parenting from the Great Beyond: Planning for Clients with Minor Children - Northern Virginia Estate Planning Council 
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