Hariton Eight-Session Fundamentals Course in Private Wealth Planning

Date: Tuesday, October 29, 2019
Time: 8:00am - 10:00am
Location: BakerHostetler | 1050 Connecticut Ave NW #1100, Washington, DC 20036
Speaker: Ed Beckwith, Esq., LL.M.

Program Description and Benefits: 
Please plan to join Ed Beckwith, Esq. and a select faculty of Council members for this new Council program geared for recent entrants to the estate planning world, and those looking for a refresher course on the fundamentals of private wealth planning. The Hariton Fundamentals program is an eight-part series, with four sessions to be held over the course of the 2019-2020 program year and four the following year. Faculty have been selected from across disciplines to demonstrate the collaborative nature of private wealth planning. Registration is limited and registrants should plan to commit to attend all eight sessions. This program is not intended to be a series of drop-in seminars.

Attendance is limited and priority will be given to Council members. Qualified prospective members may participate as space allows.

Faculty:

  • Edward Jay Beckwith, Esq. LL.M. – BakerHostetler - Chair
  • Rachel D. Burke, Esq. – Furey, Doolan & Abell
  • Susan Gordon Freed, CFP®  – Chevy Chase Trust
  • Jeannette Owen Roegge, Esq. – Chevy Chase Trust
  • Keegan F. Stroup, CPA, CFP® – Andersen 
  • David A. Wexler, CLU® ChFC® – Greenberg, Wexler & Eig

Dates:

  • October 29, 2019
  • December 3, 2019
  • March 31, 2020
  • June 23, 2020

Fall and Spring 2020-2021 dates to be announced

Logistics:

  • All sessions will be held beginning at 8:00 am at the offices of Baker Hostetler.
  • Via Metro: Farragut North Station (Red Line) or Farragut West Station (Blue/Orange/Silver Lines)
  • Via Car: Parking is available in the building. Enter at 1051 18th Street, NW. Other parking garages nearby.
  • A light continental breakfast will be served at each session
  • A registration fee of $60 covers the first four sessions

Faculty Chair Biography: 
Ed Beckwith is nationally recognized for his skill and commitment as counsel to high-net-worth families and charities across the country. He serves as the national leader of BakerHostetler's tax-exempt organizations and charitable giving practice. Ed's experience includes the legal and administrative specialties required to establish and successfully guide the operations of charitable and educational organizations, healthcare institutions and trade associations. He advises families, family offices and their professionals with respect to the tax-efficient accumulation, management and distribution of their personal wealth. His advice is often sought with respect to the governance and "best practices" of such organizations and the maintenance of their tax-exempt status, as well as the tax and practical aspects of contributions and other financial support programs.  A significant aspect of Ed's practice involves the application of tax laws to family and business financial arrangements, including the preparation of related documents to conserve and transfer wealth, the administration of such arrangements, and the representation of clients before legislative, judicial and regulatory branches of government at all levels.

Ed has been an active member of the Washington, D.C. Estate Planning Council for nearly 40 years.  For his entire professional career, Ed has lectured throughout the United States and has written extensively, including articles and speeches for the American Law Institute and the American College of Trust and Estate Counsel (ACTEC). He frequently chairs continuing education programs for private wealth professionals and has been an adjunct tax professor at the Georgetown University Law Center for 34 years, where he currently teaches and coordinates a graduate-level certificate program in Advanced Estate and Charitable Planning.

 

 

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