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DTSTART:20180917T210000Z
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LOCATION:City Club of Washington | 555 13th Street, NW, Concourse Level, Washington, DC 20004
UID:1632820180917T210000ZEstate Planning Under the New Tax Law | City Club | 5 - 8 pm
DTSTAMP:20260403T235708Z
DESCRIPTION:\nTHIS EVENT IS SOLD OUT!\n  \n \nProgram Description and Benefits: \nPlease 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.\n \nSpeakers Biographies: \nNatanya 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.\n \nRachel 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.\n \nCara 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.\n \nMelinda 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.\n  \n \nLogistics:\n 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. \n \n \n \n
SUMMARY:Estate Planning Under the New Tax Law | City Club | 5 - 8 pm - Washington, D.C. Estate Planning Council 
PRIORITY:3
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