Past Events

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 30, 2020 Sponsorship
June 30, 2020 New Member Fee
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
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