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Estate Planning › Events

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Farella Braun + Martel LLP

[Event] Vines and Legacies: Secure Your Future Today - September 24th, St. Helena, CA

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Thoughtful planning and careful implementation are essential to a successful estate plan that preserves wealth in the most tax-efficient manner and fulfills a family’s personal objectives....more

Williams Mullen

[Event] Hampton Roads Spring Tax Forum - May 17th, Norfolk, VA

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Join our seasoned tax and estate planning attorneys on Wednesday, May 17th in Norfolk for the Williams Mullen Spring Tax Forum. Breakfast will be provided. This program will dig into complex private equity structures, how...more

McDermott Will & Emery

[Event] Private Client Roundtable - March 15th, Boston, MA

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Thaw out with McDermott’s Tax and Private Client teams during our first (of many) Boston Private Client Roundtables where attendees can reconnect with peers in the tax, private client and wealth advisory space in the city. We...more

Williams Mullen

[Event] 2023 Fiduciary Focus - February 24th, Richmond, VA

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...join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided. Topics Include: - Recent Developments in Wealth Planning - Corporate Transparency Act Compliance...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 10th, Palo Alto, CA

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Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 9th, San Francisco, CA

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Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 8th, Beverly Hills, CA

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Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

Chambliss, Bahner & Stophel, P.C.

[Event] 2022 Embrace Aging Forum - June 28th, Chattanooga, TN

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Boomers Are Shaking up the World of Senior Living - Connect with community resources and forward-thinking perspectives in all areas of life including housing and care, relationships, health and wellness, finances, and...more

McDermott Will & Emery

[Event] McDermott Private Client Forum - November 28th, Munich, Germany

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Join us at our first McDermott Private Client Forum in Munich on Thursday, 28 November 2019. With this series of events, we want to create a forum for exchanging ideas on the topics of wealth, succession, inheritance and tax...more

McDermott Will & Emery

[Event] 2019 Private Client East Coast Forum - November 21st, New York, NY

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The unique needs of ultra-high net worth families, their family office representatives and other advisers are multidimensional and ever-evolving. Join us November 21 for McDermott Will & Emery’s Private Client East Coast...more

McDermott Will & Emery

[Event] 2019 Private Client West Coast Forum – November 8th, Palo Alto, CA

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Please join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At this complimentary program, experienced McDermott partners will lead discussions on a broad range of topics pertinent to ultra-high...more

McDermott Will & Emery

[Event] 2019 Private Client West Coast Forum – November 7th, San Francisco, CA

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Please join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At this complimentary program, experienced McDermott partners will lead discussions on a broad range of topics pertinent to ultra-high...more

McDermott Will & Emery

[Event] 2019 Private Client West Coast Forum – November 6th, Los Angeles, CA

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Please join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At this complimentary program, experienced McDermott partners will lead discussions on a broad range of topics pertinent to ultra-high...more

Williams Mullen

[Event] Fall 2019 Tax Forum - October 3rd, Richmond, VA

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Seminar Topics Include: • Recession Planning Considerations • Opportunity Zone Update • State and Federal Administrative Updates • Estate Planning Update...more

Williams Mullen

[Event] Digital Assets: The Forgotten Part of Your Estate Plan - September 12th, Virginia Beach, VA

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In today's modern world, people are acquiring digital assets such as email, photos, online financial accounts (including banking and retirement accounts), social media profiles and other applications with business interests...more

McDermott Will & Emery

[Event] 2019 Trust & Estate Controversy Forum - September 18th-19th, Chicago, IL

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McDermott Will & Emery invites you to attend our interactive trust and estate controversy program, which will focus on complex and multifaceted issues impacting fiduciaries and beneficiaries in the administration of trusts...more

Williams Mullen

[Event] Fall 2018 Tax Forum - October 31st, Richmond, VA

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Get your Halloween treat early in the day and join us for a Fall Tax Forum at the Williams Mullen Center on Wednesday, October 31. You’re invited to learn how to tame the tax monster when the program gets underway at 8:30...more

Cohen Seglias Pallas Greenhall & Furman PC

[Event] Are You Ready for the Next Recession? How to Prepare for a Potential Downturn - September 25, 2018 - Mendenhall, PA

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Please join Wayne Buckwalter and Michael Toner of Janney for a complimentary dinner and learn ways to protect your assets and not outlive your retirement income. Stocks fell over 50% during the last recession.* What...more

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