Estate Planning Taxation Community Lunch Series

Date & Time: Tuesday, October 17, 2017 from 12:15 pm to 2:00 pm

CLE Credit: No

Event Description
**Pre-registration is now closed for this series. On-site registration is available, please arrive 15 minutes prior to the program start time to register with the event staff. Registration for the entire series ends today.

This is your chance to secure your space for the 2017-2018 Estate Planning Lunch Series! Topics covered in prior year include generation skipping transfer tax, insurance and proceeds, Section 2704 proposed regulations, marital property laws, Howard Zaritsky's Heckerling Update, retirement assets, divorce, and joint trusts. Speakers and topics for the current year will be released closer to the date of the individual programs to have the most up to date topics.

10/17/17        Part 1 of 6 Estate Planning Lunch Series: Top 10 Tax Court Cases Every Estate Planner Should Know *

11/16/17        Part 2 of 6 Estate Planning Lunch Series: Estate Planning for the D.C. Entrepenuer

12/05/17        Part 3 of 6 Estate Planning Lunch Series: Back to Basics: Planning with the Marital Deduction *

02/22/18        Part 4 of 6 Estate Planning Lunch Series: Trust Modification *

03/28/18        Part 5 of 6 Estate Planning Lunch Series: Heckerling/Year in Review

05/08/18        Part 6 of 6 Estate Planning Lunch Series: Tax and Other Implications of Trustee Selection

Pre-registration for this series is encouraged. Please note, registration for the entire series is not part of the free community member offer. If you would like to secure your spot now, you can register and pay using the “add to cart” link below. If you would like to take advantage of the community member offer, individual session registration will be available three to four weeks prior to the program date. Series registration will end on October 17, 2017 or as space is available. Feel free to share this invitation with colleagues. D.C. Bar membership is not required to register.

This series is available to current law students at a discounted rate. Please contact for information on how to register.

This annual series of lunch programs is sponsored by the Estate Planning Committee of the D.C. Bar Taxation Community. Food is available on a first-come, first-served basis.

Individual program dates and time are subject to change. Doors open 30 minutes prior to start time.

*These individual programs will be co-sponsored by the D.C. Bar Estates, Trusts and Probate Law Community.    

D.C. Bar
1101 K Street NW
Washington DC 20005
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Contact Information
Communities Office
Phone: 202-626-3463
Fax: 202-824-1877

*Taxation Community Series $50.00
Non-Community Member Series $120.00