VIDEOS

Events

11/10/14


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My Clients Have Primarily Retirement Assets – How Do I Plan Their Estates?

Date: November 10, 2014

Time: 11:45am - 1:00pm

Speaker(s): Steven A. WiddesCaroline Ford Bonaviri

Event Type: Speaking Engagement

Sponsored By: Bar Association of Montgomery County, Estate & Trust Law Section

Location: Shulman, Rogers, Gandal, Pordy & Ecker, PA, 12505 Park Potomac Ave, 6th Floor, Potomac, Maryland 20854

Mr. Widdes and Ms. Bonaviri will outline approaches estate planners should consider when advising clients with estates heavy in retirement plans. They will outline multiple planning alternatives and suggested approaches estate planners should consider when advising clients with estates heavy in retirement plans.

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11/08/14


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Putting Flexibility in Estate Planning

Date: November 8, 2014

Time: 8:30am - 11:00am

Speaker(s): Steven A. Widdes

Event Type: Speaking Engagement

Sponsored By: American Association of Attorney-Certified Public Accountants

Location: Sofitel Lafayette Square, 806 15th St NW, Washington, D.C. 20005

Steve Widdes will focus on portability, income tax implications and estate planning document provisions that should be incorporated to handle future changes to the law.

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11/06/14


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New Planning Opportunities for Attorney-CPAs

Date: November 6, 2014

Time: 12:00pm - 1:15pm

Speaker(s): David S. De Jong

Event Type: Speaking Engagement

Sponsored By: American Association of Attorney-Certified Public Accountants

Location: Sofitel Lafayette Square, 806 15th St NW, Washington, D.C. 20005

David De Jong will present with nationally renowned Sidney Kess during the AAA-CPA Annual Meeting.

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10/29/14


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David Torchinsky to address Library of Congress employees

Date: October 29, 2014

Time: 9:00am - 12:00pm

Speaker(s): David B. Torchinsky

Event Type: Speaking Engagement

Location: Library of Congress, 101 Independence Ave SE, Washington, D.C. 20540

David Torchinsky will present “Estate Planning in a Nutshell,” a pre-retirement course for government employees, to Library of Congress staffers.

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At this 90-minute seminar, Julie Christopher and Micah Bonaviri will explain two legal methods for managing a loved one’s affairs – serving as a guardian and serving as an agent under a power of attorney.

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They will cover early steps, such as dealing with brokers, the execution of NDA's and the Letter of Intent, through later steps like financial disclosures, due diligence, and negotiations surrounding the definitive agreements, and will end with a discussion on closing and post-closing issues.

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