Understanding and Adjusting Your Plans Accordingly
In estate planning, there's a lot to consider when it comes to personal assets. However, for entrepreneurs, unique assets, specific tax considerations, and family dynamics make this area of the law even more complex. Are you prepared to help clients avoid the pitfalls that many business owners have fallen victim to? In this program, learn about some of the most common blunders involving inheritance plans and essential strategies for dealing with tax issues. Join our experienced faculty and get tips on how you can ensure that clients' estate plans are properly in order - register today!
Learn about some of the most prominent estate planning mistakes and how to avoid them.
Know what tax strategies to implement when dealing with an estate plan.
Prepare and update the necessary documents for beneficiaries and asset transfers.
Clear the way for smooth business succession: eliminate common problems before they occur.
Jeremy Forrest is an attorney with Forrest Law Center, PLLC, where he focuses his practice on estate planning, estate and trust administration, elder care, special needs planning, and adoptions. Mr. Forrest is currently licensed to practice law in all state courts in the Commonwealth of Virginia. He is a member of the Virginia Bar Association and the Newport News Bar Association. Mr. Forrest earned his B.A. degree from Hampden-Sydney College and his J.D. degree from William & Mary Law School.
Roger J. McClure is a practicing attorney with Washington Wealth Counsellors® PC, and has more than 35 years of experience. He maintains a business, estate and charitable planning law practice based in Virginia. He has conducted civil and criminal trials in local courts, represented creditors in bankruptcy proceedings, and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. Mr. McClure served 10 years in the Virginia legislature (House of Delegates), and is past president of the Northern Virginia Estate Planning Council and the Northern Virginia Apartment Association. He has published books and articles in ABA publications. Through WealthCounsel and his professional associations, he works with professionals in every state to assist their clients in solving problems and enhancing planning. Mr. McClure holds an undergraduate degree in international studies; earned his master's degree in political science from Northwestern University and his J.D. degree, with honors, from The Ohio State University Law School.
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