Estate Planning Under the New Tax Law | City Club | 5 - 8 pm
THIS EVENT IS SOLD OUT!
Program Description and Benefits:
Please join us for a timely discussion on estate and income tax planning considerations and strategies in light of recent and pending changes under the 2017 Tax Cuts and Jobs Act and local law, with a focus on planning for DC, Maryland and Virginia clients. Our panel of local experts will discuss their current approach to planning for clients with taxable and non-taxable estates at the Federal and/or state level for DC and Maryland, the increased importance of income tax and optimal basis step-up planning, planning strategies to consider before year-end, and non-tax considerations that remain important to all clients.
Speakers Biographies:
Natanya H. Allan, JD, is a partner with Cochran Allan. She is a specialist in estate planning and charitable matters. She serves as an Adjunct Professor in the Tax LL.M. program at the Georgetown University Law Center.
Rachel D. Burke, JD, is a partner with Furey, Doolan & Abell. She has expertise in the areas of lifetime giving strategies and testamentary plans to reduce gift, estate, and generation-skipping taxes. She has written and spoken on the topic of fiduciary income taxation.
Cara M. Koss, JD, LLM, is counsel at Arnold & Porter Kaye Scholer, where she specializes in structuring wealth transfer strategies for clients designed to preserve family wealth through the generations. Ms. Koss lectures and writes frequently on a number of subjects, including estate planning and reproductive technology.
Melinda Merk, JD, LLM, CFP® is a partner with SageTrust Law Group PLLC. She focuses on providing holistic multi-generational income and wealth transfer tax planning advice and estate and trust services to high net worth individuals, families, and business owners. She is a frequent speaker and writer on estate and trust planning.
Logistics:
- Open bar and heavy hors d’oeuvres will follow the program
- Fees: No cost for active members; $65 for guests and emeritus members
- Guests warmly welcome when accompanied by a member
- Via Metro: Metro Center stop
- Via Car: Parking is available in the building. Enter Columbia Square garage from 12th Street between E and F Streets. Discounted parking after 5 p.m.
- No-Show Policy: Members who reserve, but do not attend, will be billed $65.
