Text Size    Member Login

The 1818 Society Events Calendar

Loading Events

« All Events

  • This event has passed.

Seminar: Estate Planning for U.S. Citizens and Residents

June 19 @ 2:00 pm - 4:00 pm

Event Navigation

The 1818 Society’s Committee on Taxation, Estate Planning and Immigration is pleased to announce a seminar on Estate Planning. The seminar will review the general framework of estate legislation in the U.S.A. and the importance of careful estate planning. It will discuss key topics such as: (i) how to clarify personal estate planning objectives and needs; (ii) the respective roles, functions and modalities of common U.S. estate planning documents such as a will, a living trust, various types of beneficiary designations, a power of attorney, and an advance health care directive; and (iii) estate and gift taxation at federal and state levels. In addition, it will discuss various topics related to the administration of a decedent’s estate, together with potential estate planning measures which may help to simplify some aspects of estate administration.

Speaker: Mr. William (Bill) S. Fralin, Esq,, President, The Estate Planning and Elder Law Firm, P.C., of Virginia, Maryland and Washington, DC (website:www.chroniccareadvocacy.com)

If you have any questions, please send an email to 1society@worldbank.org

Deane Jordan, Khalid Siraj, Hamideh Keyhani
1818 Society Committee on Taxation, Estate Planning and Immigration

 

Details

Date:
June 19
Time:
2:00 pm - 4:00 pm

Venue

Room J B1-080, J building basement