Event Calendar

Wednesday, February 27, 2019

Estate Planning - Why Legacy Planning is Still So Important

Start Date: 2/27/2019 6:00 PM EST
End Date: 2/27/2019 8:00 PM EST

Venue Name: Skadden, Arps, Slate, Meagher & Flom LLP

Location:
1440 New York Avenue, NW
Washington, DC  United States  20005

Presented by: Women and Finance Committee

Featuring:
Kerri Castellini, Partner, Price Benowitz LLP

Moderator:
Charlotte Kuenan, CFP®, Financial Advisor and Sr. Portfolio Manager, Morgan Stanley

Everyone knows estate planning is important. Or is it? With the federal estate exemption amount now at more than $11million per individual (more than $22 million per married couple), is estate planning still relevant? The short, emphatic answer is YES. It is so important in fact that our own Kerri Castellini, Past President of the WBA and a founding partner of the Estate Planning practice at Price Benowitz, has agreed to offer us a primer and key steps we all should take to ensure that we leave the legacy we want for our children, grand-children, favored charitable organizations, and that we are fluent with some of the terminology we should know to properly plan for our demise. Are trusts important? When should we set those up? What can we specify as conditions in our trusts? How do we address special needs for kids or grandkids? What guidelines do we want to put in place, if any, for access to money during our lifetime and/or after death? Should we use a personal or corporate trustee or both? What about living wills and durable POAs? We have all these questions in the back of our minds, and Kerri will discuss what we should do now, what we can put off, and why it is all so important.

Thanks to our co-sponsorship with Skadden Arps, you will enjoy this lovely event in an unbeatable 11th-floor reception area with gorgeous views and complimentary heavy hors-d'oeuvres, wines, beer, non-alcoholic beverages, and desserts – delicious, and a virtual buffet meal, thanks to Skadden.  When registering, don’t forget to bring a friend. We look forward to seeing you there!      


Advanced Registration Cost:
Members $10
Non-Members $20
Student Members $5

After 2/25/2019
Members $15
Non-Members $25
Student Members $10

Appetizers and drinks will be served.

Refunds can only be processed for cancellations received more than two business days prior to the event.

The WBA is a nonpartisan organization. The opinions and positions expressed by any program speaker are theirs alone and do not necessarily reflect the views of the WBA.

Registration or participation in events and other activities constitutes an agreement by the registrant to WBA's use and distribution of the registrant or attendee's image in photographs of such events. 

The WBA regularly hosts programs for the education and enjoyment of its members and guests. The WBA is committed to ensuring that its employees, members, and guests are able to conduct their activities free from harassment or intimidation. The WBA, in its sole discretion, therefore reserves the right to deny access or to remove any attendee.