Past Events

December 4, 2024 Membership Meeting | Beneficiary Deemed Owner Trusts (BDOTs)
Edwin P. Morrow III, Kelleher + Holland
October 30, 2024 Goldenzweig Memorial Lecture and Luncheon
Elinor Ramey, Lowenstein Sandler and Amber Waldman, RSM US LLP
September 23, 2024 Annual Golf Tournament
September 11, 2024 Webinar | Juggling Three Jurisdictions in 2024: Estate Planning Differences in DC/MD/VA
Michelle Chapin, Cresset; Dana Foley, Accelerant Law; Cara Koss, Arnold & Porter; Meryl Mathews, Birchstone Moore
June 30, 2024 No Show Fee
June 30, 2024 Sponsorship
June 30, 2024 Student and Associate Membership Dues (2023-2024)
June 30, 2024 New Member Fee
June 11, 2024 Annual Membership Meeting
May 22, 2024 Strategic Connections: Developing a Diverse Estate Planning Network
May 1, 2024 Joint Council Meeting | The Good, The Bad, and The Ugly - An Economic Update
Anirban Basu, Sage Policy Group
April 18, 2024 Membership Luncheon | Goldenzweig Memorial Lecture | At the Intersection of Wealth Transfer Planning and Life Insurance: Navigating New and Existing Life Insurance Plans with Looming Tax Changes on the Horizon
Todd Steinberg, Loeb & Loeb
April 5, 2024 Where There's A Will, There's A Way | Student Education Series
Molefi McIntosh, Shakisha Morgan, Tiffanie Purvis
March 27, 2024 Virtual Practice Management Lunch-and-Learn | AI in Estate Planning: Ethical and Practical Considerations
Fredrick Weber, Angelica Russell-Johnson, ArentFox Schiff
March 5, 2024 Webinar | Highlights from the 2024 Heckerling Institute on Estate Planning
Jere Doyle, BNY Mellon
February 28, 2024 Membership Meeting | Race & Wealth Speaker Series
Dr. M. Andre Perry
January 30, 2024 Prospective Member's Networking Social
January 24, 2024 Joint Council Breakfast | Charitable Planning with Non-Charitable Trusts
Carl C. Fiore, JD, LLM, Andersen
December 4, 2023 Membership Meeting | Federal Tax Update
Sam Donaldson, Georgia State University
October 19, 2023 Membership Meeting | Surprise! Re-Defining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology
Sarah Moore Johnson, JD, AEP, Birchstone Moore
September 28, 2023 Webinar | Estate Planning and Tax Considerations for International Families and Investors
George McCormick, Moses & Singer, LLP
September 18, 2023 Annual Golf Tournament
June 30, 2023 New Member Fee
June 30, 2023 Sponsorship
June 30, 2023 Student and Associate Membership Dues (2022-2023)
June 13, 2023 Strategic Connections: Developing a Diverse Estate Planning Network
May 23, 2023 Family Office Symposium
April 26, 2023 Joint Council Meeting | Planning with Collectibles and Other Passion Assets
Yusuf Abugideri, Jenifer Flynn, Lisa Gelles, Brooke Tansill
April 20, 2023 Virtual Lunch-and-Learn | Family Office 101
Brett Scola, RSM US LLP
March 21, 2023 Virtual Practice Management Lunch-and-Learn | How to Grow Business on LinkedIn the Anti-Boring Way
Deborah Ager, Radiant Media Labs
March 17, 2023 Where There's A Will, There's A Way | Student Education Series
Kenny Jefferson, Natasha McFarland, James Saintvil
March 6, 2023 Webinar | Highlights from the 2023 Heckerling Institute on Estate Planning
Bank of America: Mitchell Drossman, Richard James, Steven Lavner, Aaron Shamshoian
February 16, 2023 Winter Membership Meeting | The Whiteness of Wealth: Race, Tax Policy and Inequality
Dorothy Brown, Georgetown University Law Center
January 31, 2023 Prospective Member's Networking Social
January 19, 2023 Joint Council Breakfast | The Corporate Transparency Act: What Estate Planning Professionals Need to Know
Melissa Wiley, Caplin & Drysdale
November 29, 2022 Virtual Membership Meeting | The Pros and Cons of Charitable Trusts: Variations, Taxation, Client Benefits, and Market/Interest Rate Impacts
Anneke Niemira, Chevy Chase Trust
October 24, 2022 Membership Meeting | Goldenzweig Memorial Lecture: Global Risk Management and the Effects on Perpetuating Wealth
Andres Franzetti, Risk Cooperative
September 29, 2022 2022 Hariton Estate Planning Forum | Training Opportunity for Entry-Level Professionals
Edward J. Beckwith and Sarah Moore Johnson
September 23, 2022 Virtual Meeting | It Seemed Like a Good Idea at the Time: Making Changes to an Irrevocable Trust
Charles Redd, Stinson, LLP
September 19, 2022 Annual Golf Tournament
June 30, 2022 Sponsorship
June 2, 2022 Annual Membership Meeting
May 17, 2022 Virtual Meeting | Capital Perspectives and ESG Investments
Steve Norcini and Meghan Shue, Wilmington Trust
May 4, 2022 New Member Networking Happy Hour
April 26, 2022 Annual Joint Council Meeting | Navigating Mental Illness and Addiction Issues in Estate Planning and Administration
Moderator: Madelaine Kramer Katz, Esq., Rifkin Weiner Livingston, LLC. Panelists: Barbara Mardigian, LPC, Deputy Clinical Director, Virginia Judges and Lawyers Assistance Program; Elizabeth Gray, Esq, Principal, McCandlish Lillard
March 17, 2022 Where There's A Will, There's A Way | Student Education Series
Vanesa Browne, Natasha McFarland, Stephanie Perry, James Saintvil
March 16, 2022 Virtual Practice Management Lunch-and-Learn | Best Practices When Working with LGBTQ+ Clients
Lawrence S. Jacobs, Esq., McMillan Metro, P.C.
February 17, 2022 Of Art and Science: Valuations in the Time of Covid-19 and Beyond
Margaret Fischer, Cortland Valuation Group; Anne Meltzer, Tucker & Meltzer; Radd Riebe, Stout; Chris Rosenthal, Vallit
February 9, 2022 Prospective Member's Networking Social and Wine Tasting
Scott Greenberg, The Vine Guy
January 19, 2022 2021 Estate Planning Developments and Predictions for 2022
Ellen K. Harrison, McDermott Will & Emery
December 6, 2021 Cookies and Cocoa Virtual Social
November 19, 2021 Virtual Goldenzweig Memorial Lecture | Planning with Life Insurance Policies – New(er) Rules Regarding Policy Transfers that Can Create Unexpected Taxation
Caroline McKay, CIBC Private Wealth
October 18, 2021 Virtual Fall Meeting | Bitcoin: The Crypto Craze and its Investment and Fiduciary Implications
Sharon Klein and Rhea Thomas, Wilmington Trust
September 20, 2021 Annual Golf Tournament
June 30, 2021 Sponsorship
June 17, 2021 Webinar | Highlights from the 2021 Heckerling Institute on Estate Planning
Bank of America Team: Richard James, Steven Lavner, Ramsay H. Slugg
June 3, 2021 Virtual Annual Membership Meeting
May 18, 2021 Webinar | Preserving Family Assets and Relationships: Addressing Addiction and other Behavioral Health Issues as a Trusted Advisor
Arden O'Connor and Diana Clark, O'Connor Professional Group
May 13, 2021 New Member Virtual Luncheon | By Invitation Only
May 11, 2021 Virtual Platform Preview and Practice Session
April 29, 2021 Spring Cleaning Virtual Golf Lesson
Scott Wisnom, PGA
April 20, 2021 Annual Joint Council Meeting | The Six Step Process of Estate Planning for Vacation Homes
Jeremiah W. Doyle IV, BNY Mellon Wealth Management
February 24, 2021 The 1846 Last Will of John Sutton: What’s New and Not So New in the World of Drafting Wills, and Contest Litigation
Terrence M. Franklin, Esq., Sacks, Glazier, Franklin & Lodise LLP
February 4, 2021 Prospective Member Social: WDCEPC Antiques Virtual-Show
Wes Cowan, Hindman Auctions
January 21, 2021 What Estate Planning Professionals Should Expect After the Inauguration
Skip Fox, McGuire Woods; Beth Shapiro Kaufman, Caplin & Drysdale; Carlyn McCaffrey, McDermott Will & Emery
November 16, 2020 Goldenzweig Memorial Lecture: Surprising Ways Long-Term Care Coverage Can Be Used in an Estate Plan
Shawn Britt and Allison Anne Hoyt, Nationwide
November 11, 2020 EPCMOCO Presents Courageous Conversation: Empowering Ourselves to Own Our Bias to Build a More Interculturally Effective Society
Dr. Summer Allen and Greg Magennis, Center for Workforce Excellence
October 26, 2020 Having Your Cake and Eating It Too - Transfer Planning for the Moderate ($11 Million+) Estate
Jocelyn Borowsky, Barry Nelson, Gideon Rothschild
September 24, 2020 Virtual Trivia Night
District-Trivia
August 6, 2020 Business in the Front - Party in the Back | Virtual Happy Hour
Kara M. Maciel, Esq., Conn Maciel Carey LLP
June 4, 2020 Annual Meeting and Virtual Member Social
May 18, 2020 Webinar - Advising Clients During COVID-19: Perspectives from a Cross-Discipline of Advisors
Sarah Moore Johnson,JD, AEP®, Anne Meltzer, CPA/ABV, ASA, Brandon Ross, JD, Rebecca Rothey, CAP®, AEP®, , Brett Scola, CPA/PFS, CFP® , David Wexler, CLU®, ChFC®, AEP®
April 30, 2020 No Show Fee
April 30, 2020 Due to COVID-19, the Joint Council meeting will be held as a one-hour webinar | The Washington Update- What Does All This Noise Mean to Me and My Clients?
Jeff Bush, The Washington Update
March 19, 2020 POSTPONED: Best Practices When Working with LGBTQ+ Clients
Lawrence S. Jacobs, McMillan Metro P.C.
March 10, 2020 Webinar - What Every Estate Planner Should Know about the SECURE Act
Marc R. Feinberg, Esq., West & Feinberg, P.C.
February 27, 2020 The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases*
Dana G. Fitzsimons, Jr. | Bessemer Trust
February 20, 2020 Highlights from the 2020 Heckerling Institute for Estate Planning
Bank of America Private Wealth - John R. Goldsbury, Richard James, Steven Lavner and Ramsay H. Slugg
January 28, 2020 RESCHEDULED -- Prospective Member Networking Event
January 23, 2020 A Planned Giving Potpourri—New Developments, and Some Old Tricks and Traps
Lawrence P. Katzenstein | Thompson Coburn LLP
November 20, 2019 Goldenzweig Memorial Lecture | Life Insurance Valuation: Art vs. Science | City Club | 5:00 - 8:00 pm
Jamie Mendelsohn | Ashar Group
October 29, 2019 Hariton Eight-Session Fundamentals Course in Private Wealth Planning
Ed Beckwith, Esq., LL.M.
October 2, 2019 Trusts as Beneficiaries of IRAs | City Club | 5 - 8 pm
Michael Kitces
September 23, 2019 Golf Tournament
September 10, 2019 Planning for the Tech Entrepreneur | Buchanan Ingersoll & Rooney | 8:00 - 9:30 am
Jennifer B. Goode, Esq., Birchstone Moore
July 15, 2019 Decision in Kaestner: How Far Can States Go to Tax Discretionary Trusts?
Anna Moody, Esq. | Debevoise & Plimpton LLP
June 6, 2019 Annual Membership Meeting |National Press Club | 6 - 9 pm
May 7, 2019 Joint Council Meeting | Key Bridge Marriott Hotel | 5 - 8 pm
Ted Hart, ACFRE, CAP, CAF America, and Eileen Ellsworth, The Community Foundation of Northern Virginia
March 18, 2019 Goldenzweig Memorial Lecture | Private Split Dollar | City Club 5 - 8 pm
Joshua Husbands, Holland & Knight
February 21, 2019 Webinar | Highlights from the 2019 Heckerling Institute on Estate Planning | 2 pm
U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg
January 24, 2019 Demystifying Impact Investing and Enhancing Your Family Legacy | Bethesda Hyatt Hotel | 8 - 9:30 am
Karen Wawrzaszek, Sullivan Bruyette Speros & Blayney, LLC
January 9, 2019 Prospective Member Event | Buffalo Billiards 6 - 8 pm
December 13, 2018 Practice Management: It’s All in The Family…What’s a Family? Estate Planning and Trust Management for a Brave New World | 12:00 noon
R. Hugh Magill, Northern Trust
November 13, 2018 Business Entity Planning and the 199A Pass-through Deduction | City Club | 5 - 8 pm
Steven B. Gorin, Esq., CPA, Thompson Coburn LLP
October 29, 2018 Golf Tournament | Kenwood Country Club
October 18, 2018 ‘Til Death (or Some Other Time) Do We Part: Intersection of Divorce and Estate Planning
William I. Sanderson and Robert B. Wynne, McGuireWoods LLP
September 17, 2018 Estate Planning Under the New Tax Law | City Club | 5 - 8 pm
Natanya Allan, Rachel Burke, Cara Koss, Melinda Merk
June 30, 2018 Spring 2018 New Members
June 7, 2018 Annual Membership Meeting | Cosmos Club | 6 - 9 pm
May 22, 2018 Privacy and Security for the Affluent Client | Conference Center 8484 Westpark Drive | 8 - 9:30 am
R. Kris Coleman, Red Five Security
May 9, 2018 New Member Luncheon | The Hamilton | 12 - 2 pm
April 25, 2018 Joint Council Meeting | Houston We Have a Problem - How to Work with Clients with Diminished Capacity | Kenwood Country Club | 5:30 pm
Philip Fish, CFP®, Alvin Frederick, Esq., Dr. Carole T. Giunta and Laura Stone, Esq.
March 6, 2018 Highlights from the 2018 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg
February 13, 2018 Decanting Comes of Age | City Club | 5 - 8 pm
Farhad Aghdami and Daniel Durst
January 18, 2018 Tax Reform Review | PNC Offices | 8:00 - 10:00 am
Irene Chase Estrada, J.D., CFP®, PwC
January 11, 2018 Prospective Member Event | Pinstripes Georgetown Park | 6:00 - 8:00 p.m.
December 5, 2017 How to Talk to Clients About Philanthropy: What They Need and Expect | Hyatt Regency Bethesda | 8 - 9:30 am
Kathryn Miree
November 9, 2017 Advanced Uses of Private Placement Variable Universal Life Insurance | Membership Meeting and Goldenzweig Lecture | City Club | 5 - 8 pm | Plus a Brief Discussion of Estate and Gift Tax Provisions of the Recently-released House Tax Bill by the Professional Development Committee
Dennis McMahan
October 24, 2017 Practice Management: Engaging the Next Generation of Clients | Holland & Knight | 12 – 1:30 pm
Doug Orton, MFS Investment Management
September 25, 2017 Golf Tournament | Kenwood Country Club
June 1, 2017 Annual Membership Meeting | Cosmos Club | 6 - 9 pm
May 16, 2017 Our Clients with Assets Overseas: Are they reporting correctly to the IRS? | Tysons Corner | 8:00 - 9:30 am
Marianne Kayan | Ernst & Young LLP
May 9, 2017 New Member Luncheon | U.S. Trust | 12:00 - 1:30 p.m.
April 25, 2017 Tales from the Dark Side: Drafting Issues from a Fiduciary's Perspective | Joint Council Meeting | The City Club | 5:00 - 7:30 p.m.
Benjamin Pruett
March 15, 2017 Inside the Members' Heads | BakerHostetler, DC | 12:00 - 1:30 pm
Thomas Cholis, Esq. and Anne O'Brien, Esq.
March 9, 2017 Highlights from the 2017 Heckerling Institute on Estate Planning
U.S.Trust: Mitchell A. Drossman, Richard James, Steven Lavner, Ramsay H. Slugg
February 16, 2017 Estate Planning Without a Federal Estate Tax - Sponsored by PNC Wealth Management | The City Club | 5:00 - 7:30 p.m.
Charles D. Fox, IV, McGuireWoods LLP
January 19, 2017 Keeping Up to Date on Fiduciary Income Tax Returns (IRS Form 1041): Preparation and Issues - Sponsored by Buchanan Ingersoll & Rooney PC | CohnReznick | 8:00 - 9:30 a.m.
Donald T. Williamson
November 30, 2016 Prospective Member Event | Pinstripes Georgetown Park | 6:00 - 8:00 p.m.
November 9, 2016 Goldenzweig Memorial Lecture | The Outlook for Tax and Budget Policy in the Aftermath of a Bizarre Election |The City Club | 5:00 - 7:30 p.m.
Kenneth J. Kies
October 19, 2016 Dealing with the IRS: From Audits to Audacity (What the Service Looks For and How It Responds) | Holland & Knight | 8:00 - 9:30 a.m.
James F. Hogan, Andersen Tax
September 26, 2016 Golf Tournament, Beginner Clinic, Reception & Dinner | Kenwood Country Club, Bethesda, MD | 12:00 p.m.
September 21, 2016 New Proposed Regulations Restrict Valuation Discount Planning: Where Are All Those Discounts You Promised Me? | City Club | 5:00 - 7:30 p.m.
Howard Zaritsky, Esq.
August 10, 2016 Council Afternoon at the Ballgame | Washington Nationals v. Cleveland Indians
June 2, 2016 Annual Membership Meeting | Mansion on O Street | 6-9 p.m.
May 18, 2016 New Member Luncheon | Army and Navy Club | 12-2 p.m.
April 28, 2016 Lifetime QTIPs: Why Should They Be Ubiquitous in Estate Planning? | Tysons Corner | 8:00 - 9:30 a.m.
Richard S. Franklin, Esq.
April 19, 2016 Coping With Dysfunction: How We Are Trying to Navigate Through a Political Process Gone Wild | Joint Council Meeting | Marriott Fairview Park | 5:30-8 p.m.
Norman Ornstein
March 22, 2016 Member Retrospective Series | BakerHostetler, DC | 12:00-1:30 p.m.
Joseph M. Brodecki, CFP® and Pamela G. Shortal, CPA, CFP®
March 3, 2016 Highlights from the 2016 Heckerling Institute on Estate Planning | Webinar | 12-1 p.m.
U.S.Trust: Mitchell A. Drossman, Richard James, Steven Lavner, Ramsay H. Slugg
February 11, 2016 Why is Everyone Talking About Delaware Trusts? | City Club | 5-7 p.m.
Michael M. Gordon, Gordon, Fournaris & Mammarella
January 21, 2016 Gift Tax Returns: Top Tips for the Trade | Friendship Heights | 8-9:30 a.m.
Sarah Moore Johnson, Esq.
December 1, 2015 Prospective Member Event | Jack Rose Dining Saloon | 6-8 p.m.
November 17, 2015 Life Insurance and the International Client | Goldenzweig Memorial Lecture | City Club | 5-7 p.m.
Leigh-Alexandra Basha, McDermott Will & Emery and Rodney A. Bench, USI Kibble & Prentice
November 9, 2015 Member Retrospective Series | BakerHostetler, DC | 12:00-1:30 p.m.
Stefan F. Tucker and Virginia A. McArthur
October 28, 2015 Transforming Social Security into a Winning Retirement Strategy | U.S. Trust, DC | 8-9:30 a.m.
Michael Graci, BlackRock®
September 21, 2015 Golf Tournament & Beginner Clinic | Hidden Creek CC, Reston, VA | 1 p.m.
September 9, 2015 Communicating Across Generations: What, When and How to Talk to Heirs about Wealth | City Club | 5-7 p.m.
Jill Shipley, Abbot Downing
June 4, 2015 75th Anniversary Celebration and Annual Meeting I The Army and Navy Club I 6-9 pm
May 21, 2015 Before Tying the Knot: Making Prenups Less Taxing I Venable LLP | 8-9:30 am
Linda Ravdin, Esq. and Alban Salaman, Esq.
May 12, 2015 New Member Luncheon I U.S. Trust, DC I 12-1:30 pm
Jeanne Newlon, Esq.
April 23, 2015 Joint Council Meeting: Changes in the Tax Law to Expect- And Not Expect I Maggiano’s Chevy Chase I 5:30-8 pm
Ron Aucutt, Esq., Co-Chair, Private Wealth Services Group, McGuireWoods
March 18, 2015 Preventing Medical Decisions from Eroding Wealth I Venable LLP I 8-9:30 am
Susan O. Cassidy, MD, JD
February 27, 2015 Musings from the 49th Heckerling Institute I Webinar
Steve Akers, Esq. of Bessemer Trust
January 27, 2015 Practical Implications of Long Term Trusts I City Club I 5-7 pm
Hugh Magill, Northern Trust
December 2, 2014 Prospective Member Event I Blue Jacket Brewery I 6:30 pm
November 19, 2014 Economic and Treasury Department Updates I City Club I 5-7 pm
Catherine Veihmeyer Hughes, U.S. Department
October 21, 2014 DC Tax Update I SunTrust I 8-9:30 am
Beth Kaufman and Stefan Tucker
September 22, 2014 Golf Outing I Hidden Creek CC, Reston, VA I 11:30 am-7 pm
September 17, 2014 Goldenzweig Memorial Lecture: Long Term Care Planning | City Club | 5-7 pm
Landis Atkinson, Genworth
View Current Events