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10/04/12


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Essential Estate Planning for Physicians Seminar

Date: October 4, 2012

Time: 6:00pm - 8:30pm

Speaker(s): Ann G. JakabcinSteven A. WiddesMicah A. BonaviriCaroline Ford Bonaviri

Event Type: Seminar

Location: Bethesda Marriott Hotel, 5151 Pooks Hill Road, Bethesda, Maryland 20814

Estate planning requires just that — planning. Whether you are a parent of young children or nearing retirement, end-of-life planning is a vital process to ensure your assets are protected and your wishes are known. This seminar will discuss basic principles of estate planning, as well as recent changes to the law, all of which may affect physicians’ approaches to estate planning.

Topics covered will include:

  • State and Federal Estate and Gift Tax Exemptions — Current Levels and Future Directions
  • Special Considerations for Gifting in 2012
  • Asset Protection — Titling and Related Considerations
  • Retirement Plan Distributions and Beneficiary Designations

Attachments: Invitation + Registration Form (.pdf)       

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