Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive legal instruction, our authors will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each is to be used for maximum effect. Get the best tools for your practice - order today!
This content has been approved for Virginia Mandatory Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.
September 16 - Norfolk
TIMOTHY V. ANDERSON is principal of Anderson & Associates, PC, with offices in Virginia and the District of Columbia. His primary areas of practice are bankruptcy, criminal and traffic defense, intellectual property, and estate planning. Mr. Anderson is licensed to practice in Virginia, the District of Columbia, Missouri, and North Carolina; as well as many federal courts, including the U.S. Supreme Court. He is a member of the Tidewater Bankruptcy Bar, Virginia Beach Bar Association, and the Virginia State Bar. Mr. Anderson earned his B.S. degree from the University of Tampa and his J.D. degree from Regent University.
JEREMY D. 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.
EMILY A. MARTIN is an attorney with Hook Law Center in Virginia Beach. Her practice focuses on estate planning & administration, special needs and long-term care planning, asset protection planning, and guardianship and conservatorships. Ms. Martin received a B.A. degree, magna cum laude, from the University of Mary Washington and her J.D. degree from Regent University School of Law. In addition to being admitted to the Virginia State Bar and North Carolina State Bar, she is licensed to practice before the Department of Veterans Affairs. Ms. Martin is a member of the Virginia and North Carolina State Bars, the National Academy of Elder Law Attorneys and the Virginia Academy of Elder Law Attorneys.
MARK V. PASCUCCI is a member of the Virginia Beach law firm of Wolcott Rivers Gates Attorneys at Law. His practice is concentrated in the areas of estate and gift taxation, business succession planning, mergers/acquisitions, and estate planning and administration. Prior to earning his law degree, Mr. Pascucci practiced as a certified public accountant in Boston, Massachusetts. Mr. Pascucci is actively involved in the Hampton Roads Estate Planning Council and the Trusts & Estates Section of the Virginia State Bar. He has written and lectured on a variety of topics related to estate and business planning.
ROD K. SUTHERLAND is a sole proprietor with Rod K. Sutherland Attorney at Law in Virginia Beach, where he practices in the areas of business formations, business succession planning, estate planning, probate and estate administration, trusts, wills, charitable organizations, and private foundations. He is a member of the National Academy of Elder Law Attorneys and WealthCounsel LLC. Mr. Sutherland is licensed in the U.S. Tax Court, and is a member of the Trusts and Estates Division of the Virginia State Bar. He also provides continuing education courses on estate planning and estate administration for attorneys, CPAs and other estate planning professionals. Mr. Sutherland earned his B.S. degree from Arizona State University and his J.D. degree from University of Wyoming.
September 19 - Richmond
ABBEY L. FARNSWORTH is an attorney in the Richmond, Virginia office of McGuireWoods LLP. She focuses her practice on international income and transfer tax planning for non-U.S. individuals, families and trusts; as well as on domestic estate planning, estate administration, and estate, gift, and generation-skipping transfer tax planning for high net-worth individuals. Ms. Farnsworth has experience assisting in the design and implementation of structures that address multijurisdictional tax challenges, information reporting (including FATCA and CRS), and other issues confronted by both U.S. and non-U.S. clients. She also advises executors and trustees in matters involving estate and trust administration. Her work also includes charitable gift planning. Ms. Farnsworth is licensed to practice in New York and Virginia. She holds an LL.M. degree in taxation from New York University School of Law and a J.D. degree from Michigan State University College of Law, where she was an editor for the Michigan State Law Review. Ms. Farnsworth received her B.S. degree from the University of Michigan.
JEFFREY HAMILTON GEIGER serves as general counsel and on the Board of Directors of Sands Anderson PC, a Mid-Atlantic firm headquartered in Richmond, Virginia. Since 1996, his practice has been concentrated in the areas of business litigation, legal malpractice defense, and legal ethics counseling and representation. Mr. Geiger is an adjunct full professor at the University of Richmond, and routinely presents seminars and writes on issues addressing litigation and ethical issues. He served for 10 years as leader of the firm's litigation group and has served as lead counsel and local counsel in dozens of trials in state and federal courts, appellate courts and administrative agencies. Mr. Geiger earned his B.A. degree from the College of William & Mary and his J.D. degree from the College of William & Mary School of Law.
SARAH L. McCURRY is a partner in the Midlothian law firm of Winslow & McCurry, PLLC, focusing her practice representing area small businesses and practicing trust and estates law. Ms. McCurry earned her B.A. degree from Hendrix College and J.D. degree from Stetson University College of Law in St. Petersburg, Florida. Ms. McCurry is admitted to practice law in the Commonwealth of Virginia and the State of Florida. Since early 2009, Ms. McCurry has practiced in the Richmond area and currently leads her firm’s estate practice. Additionally, she regularly instructs other lawyers in estate and business related topics in Virginia and nationally. Ms. McCurry is admitted to both state and federal courts in each principality, including all Virginia General District and Circuit courts, the Virginia Court of Appeals, the Virginia Supreme Court, the United States Bankruptcy Court for the Eastern District of Virginia, and the U.S. District Court for the Eastern District of Virginia.
MICHAEL G. MONTGOMERY is a principal of Carrell Blanton Ferris & Associates, PLC, where his practice is focused primarily on estate and trust administration, with experience in additional practice areas such as commercial and general business transactions, corporate formation, acquisitions, sales and dissolutions, real estate transactions and litigation, other civil litigation, and administrative matters. He earned his B.S. degree in accountancy from Villanova University and his J.D. degree from the T.C. Williams School of Law at the University of Richmond. Mr. Montgomery is a member of the Virginia State Bar and WealthCounsel.
TIMOTHY K. PALMER is a sole practitioner at the law office of Timothy K. Palmer, P.C., where his primary area of practice is elder law. He is a certified public accountant in Virginia. Mr. Palmer has spoken for various business and professional groups, including the Virginia CLE program and the National Academy of Elder Law Attorneys. He earned his B.S. degree from Troy State University and his J.D. degree from the College of William & Mary. Mr. Palmer is a member of the National Academy of Elder Law Attorneys and the Virginia Chapter of the National Academy of Elder Law Attorneys.