Event Calendar

Wednesday, September 11, 2019

Estate Planning 101 (Yes, You Have an Estate and Need to Plan)

Start Date: 9/11/2019 6:00 PM EDT
End Date: 9/11/2019 8:00 PM EDT

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

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

Online registration is now closed, you can register onsite at the event.

Presented by: Women and Finance Committee

Kerri Castellini, PartnerPrice Benowitz LLP

Charlotte Kuenan, CFP®, Financial Advisor and Sr. Portfolio Manager, Morgan Stanley
Are you prepared to pass on your assets to your loved ones? Do you know the practical implications of tax law on your estate?  What questions do you have about getting started on an estate plan and ensuring proper implementation?
With the federal estate exemption amount now at more than $11 million per individual (more than $22 million per married couple), estate planning is relevant now more than ever. Join us for a primer on how to ensure that you leave the legacy you want for your children, grandchildren, and favored charitable organizations. Learn how to become fluent with some of the terminology you should know to properly plan for a major life transition. 

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

After 9/09/2019
Members $15
Non-Members $25
Student Members $10
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 heavy hors-d'oeuvres, wines, beer, non-alcoholic beverages, and desserts – thanks to Skadden. When registering, don’t forget to bring a friend. We look forward to seeing you there!      
Speaker Bio:
Kerri M. Castellini, Esquire, focuses her career on helping people take care of their families through estate planning, estate and trust administration, and guardianships for incapacitated adults and minors.  With a focus on estate and trust administration, guardianship’s for incapacitated adults and minors, and estate planning, Ms. Castellini brings her legal experience to the Trusts and Estates Practice Group at Price Benowitz.  Her passion is helping individuals and families to plan for their future by creating estate plans tailored to each client’s individual needs and unique family dynamic. She also guides clients through the difficult time of losing a loved one by assisting with the estate and trust administration.
Ms. Castellini also served as the WBA President, Secretary of the Board of Directors and Co-Chair for the Tax and Business Forum, Solo and Small Practice Committee, Stars of the Bar Committee, the Strategic Planning Committee and she is a member of the WBA Foundation Board of Directors. She is admitted to practice law in the State of Maryland, the District of Columbia, Commonwealth of Virginia, and before the Supreme Court of the United States. Ms. Castellini was named a Fellow for the American Bar Foundation in 2012.

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.

Online Registration

Registration is Closed
Closed: 9/10/2019 10:00 AM

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