A Review of the Current Estate Tax Laws and How They Affect Your Estate Plan
Sponsor
The estate tax laws have generally been in a state of flux in the past, with changing exemptions and rates that could potentially sunset back to old exemptions and rates. In 2013, Congress passed “permanent” estate tax legislation, which is not set to expire in the future; however, no legislation is truly permanent because Congress can always change the laws.
During our presentation, we will discuss the current federal estate, gift and generation-skipping transfer (“GST”) tax laws, how they differ from previous laws, and how these changes impact your estate planning documents. We will cover the current federal estate, gift and GST exemptions and tax rates, portability of the estate tax exemptions, state estate tax laws and common estate planning strategies that can be implemented to accomplish your estate planning objectives in light of these changes in law.
About Your Presenters
Donna Esposito Fincher, Esq., Principal, has been recognized as one of the leading trusts and estates attorneys in the Washington Metropolitan area in Washingtonian magazine and SuperLawyers magazine. Donna is a fellow of the American College of Trust and Estate Counsel and a member of the Bars of Virginia, Maryland and the District of Columbia. Donna received her BBA degree in accounting from the College of William and Mary in 1987 and her JD degree from the Marshall Wythe School of Law at the College of William and Mary in 1990. She is a member of the Loudoun County Bar Association and the Wills, Trusts and Estates Section of the Fairfax Bar Association. Donna is a Past Chair of the Board of Governors for the Trusts and Estates Section of the Virginia State Bar.
C. Daniel (“Dan”) Vaughan, Esq., Principal, has been recognized as one of the leading trusts and estates attorneys in the Washington Metropolitan area in Washingtonian and Northern Virginia Magazine. He obtained his B.A. in Religious Studies from the University of Virginia and graduated Order of the Coif (top ten percent of the graduating class) with his J.D. from the College of William & Mary. Dan was a member of the Law Review and served as a teaching assistant at William & Mary. He is a member of the Virginia State Bar, the Wills, Trusts and Estates section of the Fairfax County Bar Association, the Loudoun County Bar Association and the Northern Virginia Estate Planning Council. Dan is currently serving as an officer on the Board of Governors for the Trusts and Estates Section of the Virginia State Bar.
Date: May 13, 2014
Schedule:
7:30AM – 8:00AM Registration, Breakfast & Networking
8:00AM – 9:00AM Presentation and Q&A
Location:
Mon Ami Gabi, Reston Town Center
11950 Democracy Drive
Reston, VA 20190
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