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Seminars

Our attorneys are frequently invited to speak at professional presentations.  Some of the seminars in which attorneys of WardChisholm, P.C. have participated as speakers include the following:

2014 SEMINARS

  • Smythe Ratcliffe
    FATCA
    Vancouver, British Columbia
    February 25, 2014

2013 SEMINARS

  • Estate Planning Council of Vancouver
    America and the Fiscal Cliff or How to Spend Money Like a Drunken Sailor on a National Scale
    Vancouver, British Columbia
    January 29, 2013
  • National Business Institute
    Asset Protection Planning: Using Business Entities
    Baltimore, Maryland
    March 12, 2013

  • Victoria Estate Planning Council
    Estate Planning for Canadians with U.S. Assets
    Victoria, British Columbia
    May 10, 2013

  • Smythe Ratcliffe LLP- US and Cross-Border Tax Seminar
    Estate planning for Canadians with U.S. Assets
    Vancouver, British Columbia
    May 23, 2013
  • Macquarie Private Wealth, Inc.
    Tax Planning for Investment in U.S. Real Estate – U.S. Compliance Issues
    Vancouver, British Columbia
    June 19, 2013

  • Investment Management Consultants Associates
    Advanced Wealth Management Conference
    Asset Protection Planning and Related Estate and Tax Planning for High Net Worth Individuals: You Have Done More Than You May Realize, But Not As Much As You Can
    Chicago, Illinois
    October 7, 2013

  • TD Waterhouse
    Slipping Into Darkness: Close Encounters With The US Tax System
    Information and Strategies to Minimize US Taxes
    Vancouver, British Columbia
    October 31, 2013

  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Raymond James Ltd.
    Slipping Into Darkness: Close Encounters With The US Tax System
    Information and Strategies to Minimize US Taxes
    Kelowna, British Columbia
    October 30, 2013
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3National Business Institute
    Drafting Effective Wills & Trusts: Basic Tax Considerations – What You Need To Know To Choose The Appropriate Plan
    Information and Strategies to Minimize US Taxes
    Rockville, Maryland
    November 13, 2013


2012 SEMINARS

  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Odlum Brown Sales Conference
    Compliance Considerations for US Persons
    Vancouver, British Columbia
    January 5, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Raymond James Ltd.
    Buying US Real Estate: Information and Strategies to Minimize US Taxes
    Vancouver, British Columbia
    February 1, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3CITI Private Bank
    Slipping Into Darkness: Falling Into The US Tax System and Getting Out
    Alive (Financially)
    Vancouver, British Columbia
    March 1, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Gartenhaus Financial Corporation
    The Sandwich Generation: Planning Under Stress For Elderly Family Members
    Rockville, Maryland
    April 24, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Raymond James Ltd.
    Buying US Real Estate: Information and Strategies to Minimize US Taxes
    Kelowna, British Columbia
    May 9, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Farris, Vaughan, Wills & Murphy LLP
    Buying US Real Estate: Information and Strategies to Minimize US Taxes
    Kelowna, British Columbia
    May 9, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3MacKay LLP
    Buying US Real Estate: Information and Strategies to Minimize US Taxes
    Kelowna, British Columbia
    May 9, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Raymond James Ltd.
    Buying US Real Estate: Information and Strategies to Minimize US Taxes
    Vancouver, British Columbia
    June 12, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Meritus Financial, Inc.
    US Estate Tax Update: “A Window of Opportunity”
    Vancouver, British Columbia
    June 14, 2012
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Canadian Bar Association
    British Columbia Branch, Tax Section
    Tax Planning for Investment in US Real Estate: US Compliance Issues
    Vancouver, British Columbia
    December 5, 2012

2011 SEMINARS

  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3MACPA Capitol Area Chapter
    Planning Under the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
    Rockville, Maryland
    January 12, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3MACPA Capitol Area Chapter
    Retirement Planning: Roth IRA Conversions: Coordinating Retirement Plan Assets with Estate Planning
    Gaithersburg, Maryland
    January 14, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Mailey Rogers Group
    Planning for Ownership of US Real Estate
    West Vancouver, British Columbia
    March 31, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Advocis Vancouver
    Will the US Tax System Catch Your British Columbia Client?
    Surrey, British Columbia
    March 31, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Vancouver Tax Study Group
    Financial Account Reporting Issues for US Persons
    Vancouver, British Columbia
    June 6, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3MACPA Capital Area Chapter
    Advanced Estate Planning 2011: How Has the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Changed Estate Planning?
    Rockville, Maryland
    June 2, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Source One Business Services
    Advanced Estate Planning 2011: How Has the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Changed Tax Planning for Individuals and Businesses?
    Ellicott City, Maryland
    July 6, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Greater Washington Society of Certified Public Accountants
    Advanced Estate Planning 2011: How Has the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Changed Estate Planning?
    Washington, D.C.
    September 21, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Odlum Brown Sales Conference
    Slipping into Darkness: Falling into the US Tax System and Getting Back Up Again
    Vancouver, British Columbia
    October 15, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Reznick Group
    Estate Planning
    Bethesda, Maryland
    November 1, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Dupuis-Langen Financial Management
    Slipping into Darkness: Falling into the US Tax System and Getting Back Up Again
    Vancouver, British Columbia
    November 29, 2011
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Dixon Hughes Goodman, LLP
    Business Tax Planning Strategies
    Richmond, Virginia
    December 20, 2011


2010 SEMINARS

  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Morgan Stanley Smith Barney
    2010: A Tax System in Need of Congressional Bailout
    Bethesda, Maryland
    January 4, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3North Bethesda Rotary Club
    2010 Tax Planning Opportunities
    Bethesda, Maryland
    April 2, 2010

  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Vancouver Tax Study Group
    Tax Planning for Acquisition of U.S. Commercial Real Estate
    Vancouver, British Columbia
    April 8, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3First Financial Group
    Hot Topics in Current Tax Planning
    Bethesda, Maryland
    April 23, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3The Harbor Group
    Hot Topics in Current Tax Planning
    Ellicott City, Maryland
    May 18, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Social Security Administration
    Estate Planning
    Falls Church, Virginia
    June 23, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Weinberg & Company, P.C.
    Roth IRA Conversions: The Myths, the Facts, the Execution
    Rockville, Maryland
    July 1, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Blake, Cassels & Graydon, LLP
    Buying US Real Estate: Effective Information and Strategies to Minimize US Taxes
    Toronto, Ontario
    September 24, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3MACPA Capital Area Chapter
    2010 Estate Planning/Tax Law Update
    Rockville, Maryland
    October 8, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Manning Elliott
    US Estate Taxation: Information and Strategies to Minimize US Taxes
    Vancouver, British Columbia
    November 30, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Merrill Lynch
    Income and Estate Tax Strategies for High Net Worth Individuals
    Rockville, Maryland
    December 7, 2010
  • TD WaterhouseSlipping Into Darkness: Close Encounters With The US Tax SystemInformation and Strategies to Minimize US TaxesVancouver, British ColumbiaOctober 3Cardinal Bank
    Asset Protection Planning and Related Estate and Tax Planning for High Net Worth Individuals
    Tyson’s Corner, Virginia
    December 8, 2010

2009 SEMINARS

  • TD
    WaterhouseSlipping Into Darkness: Close
    Encounters With The US Tax SystemInformation and
    Strategies to Minimize US TaxesVancouver, British
    ColumbiaOctober 3
    Canadian Bar Association

        Vancouver Wills and Trusts Subsection
Buying US Real Estate: Effective Tax Strategies for Acquisition and Ownership of US             Properties
Vancouver, British Columbia
February 24, 2009

  • Manulife Financial Mini Elite
    Buying US Real Estate: Effective Tax Strategies for Acquisition and Ownership of US Properties
    Vancouver, British Columbia
    March 10, 2009
  • Cardinal Bank
    Are Business Entities a Viable Asset Protection Option?
    Tyson’s Corner, Virginia
    May 12, 2009
  • Scotia Private Client Group
    Recent Developments in Cross-Border Tax Planning
    Vancouver, British Columbia
    August 12, 2009
  • Richards Buell Sutton, LLP
    U.S. Estate Planning Techniques
    Vancouver, British Columbia
    September 15, 2009

  • Watson Goepel Maledy, LLP
    Recent Developments in Cross-Border Tax Planning
    Vancouver, British Columbia
    September 18, 2009

  • Investors Group Financial Services, Inc.
    Buying US Real Estate: Effective Tax Strategies for Acquisition and Ownership of US Properties
    Surrey, British Columbia
    October 28, 2009

  • Goodman & Company
    Contemporary Estate Planning for US Residents with Domestic and International Assets
    Rockville, Maryland
    August 12, 2009


2008 SEMINARS

  • Association of Practicing Certified Public Accountants
    Asset Protection Planning and Related Estate Tax Planning for High Net Worth Individuals
    Rockville, Maryland
    May 28, 2008 (REW)
  • ADVOCIS Greater Vancouver
    2008 Professional Development Day
    So Your Client Wants to Buy U.S. Real Estate: Pitfalls, Traps, and Planning Opportunities
    April 14, 2008 (REW)
  • National Business Institute
    Demystifing Asset Protection Planning
    Baltimore, Maryland
    January 17, 2008 (REW)
  • National Business Institute
    Demystifing Asset Protection Planning
    Baltimore, Maryland
    January 17, 2008 (REW)
  • National Business Institute
    Demystifing Asset Protection Planning
    Baltimore, Maryland
    January 17, 2008 (REW)
  • National Business Institute
    Demystifing Asset Protection Planning
    Baltimore, Maryland
    January 17, 2008 (REW)

2007 SEMINARS

  • Estate Planning Council of Northern Virginia
    Asset Protection Planning: 2007
    Tysons Corner, Virginia
    May 22, 2007 (REW)
  • National Business Institute: “Is an LLC Right for You?”
    Tax and Asset Protection Considerations
    Fairfax, Virignia
    May 11, 2007 (REW)

2006 SEMINARS

  • MACPA Southern Maryland Chapter Business Succession Planning and the Pension Protection Act of 2006
    Waldorf, Maryland
    December 6, 2006 (REW)
  • AICPA Personal Financial Planning Conference Estate and Business Planning for Owners of Privately Held Businesses San Diego, California
    January 12, 2006 (REW)

2005 SEMINARS

  • AICPA Personal Financial Planning Conference
    Domestic and Foreign Asset Protection Planning
    Fajardo, Puerto Rico
    January 11, 2005 (REW)

2004 SEMINARS

  • NAMI Northern Virginia Chapter
    Estate Planning for Individuals with Disabilities
    Falls Church, Virginia
    March 22, 2004 (REW)
  • Financial Advisor Forum
    Protecting Your Financial Future
    Rockville, Maryland
    January 20, 2004 (REW)

2003 SEMINARS

  • Maryland Association of Public Accountants
    2003 Practitioners Conference: What Will Your Estate Planning Practice Look Like in 2008 or 2010?
    Baltimore, Maryland
    October 21, 2003 (REW)
  • Virginia Society of Certified Public Accountants
    Estate and Business Planning for Owners of Privately Held Businesses
    Herndon, Virginia
    September 18, 2003 (REW)
  • Whitney Education Group, Inc.
    Foreign Asset Protection Planning
    Los Suenos, Costa Rica
    March 14, 2003 (REW)
  • Whitney Education Group, Inc.
    Foreign Income Tax Planning
    Los Suenos, Costa Rica
    March 13, 2003 (REW)

2002 SEMINARS

  • Whitney Education Group, Inc.
    Foreign Income Tax Planning
    Los Suenos, Costa Rica
    December 5-6, 2002 (REW)
  • VSCPA Northern Virginia Chapter
    Tax Planning for IRAs
    Centreville, Virginia
    November 22, 2002 (REW)
  • Legg Mason Estate Planning 2002
    Waldorf, Maryland
    October 15, 2002 (REW)
  • Goodman & Company
    Advanced Estate Planning Strategies and Techniques
    Falls Church, Virginia
    September 5, 2002 (REW)
  • Merrill Lynch
    Economic Growth and Tax Relief Reconciliation Act of 2001 Rockville, Maryland
    May 1, 2002 (REW)
  • Alexandria City Bar Association
    Tax Section Income Tax Issues Involving Trusts and Estates Alexandria, Virginia
    April 3, 2002 (REW)

2001 SEMINARS

  • Askey, Askey & Associates
    Estate and Business Planning for Owners of Privately-Held Businesses
    Lexington Park, Maryland
    November 20, 2001 (REW)
  • River Road Unitarian Church Estate Planning
    Bethesda, Maryland
    November 3, 2001 (REW)
  • MACPA Western Maryland Chapter
    Economic Growth and Tax Relief Reconciliation Act of 2001 Oakland, Maryland
    September 19, 2001 (REW)
  • VSCPA Northern Virginia Chapter
    Economic Growth and Tax Relief Reconciliation Act of 2001 Centreville, Virginia
    September 4, 2001 (REW)
  • MACPA Capital Area Chapter Economic Growth and Tax Relief Reconciliation Act of 2001
    Rockville, Maryland
    July 11, 2001 (REW)
  • Merrill Lynch Asset Protection Planning
    Rockville, Maryland
    March 8, 2001 (REW)
  • Merrill Lynch Tax Reform 2001:
    New Planning Opportunities and Pitfalls
    Bethesda, Maryland
    March 1, 2001 (REW)
  • Legg Mason Wood Walker, Inc.
    Estate Planning
    Waldorf, MD
    February 27, 2001 (REW)

2000 SEMINARS

  • Jewish National Fund
    Limiting Estate Taxation
    Rockville, Maryland
    May 9, 2000 (REW)
  • Securities Industry Association
    Innovative Retirement Planning Techniques:
    Non-Qualified but Nonetheless Tax Efficient Techniques to Create And Protect Retirement Wealth
    Washington, DC
    May 16, 2000 (REW)
  • Merrill Lynch
    What the New President’s Tax Proposals Will Mean to You Bethesda, MD
    November 14-16, 2000 (REW)

1999 SEMINARS

  • National Capital Chapter – International Association for Financial Planning Succession Planning for Professional Practices
    Rosslyn, Virginia
    May 6, 1999 (REW)
  • TrustOne Capital Mergers and Acquisitions Workshop Tysons Corner, Virginia
    May 7, 1999 (REW)
  • National Capital Chapter – International Association for Financial Planning
    Cutting Edge Income, Estate and Asset Protection Planning Techniques
    Rosslyn, Virginia
    October 7, 1999 (REW)
  • National Capital Chapter – International Association for Financial Planning
    What is Congress Doing? – New Tax Legislation
    Rosslyn, Virginia
    November 4, 1999 (REW)

1998 SEMINARS

  • Gartenhaus Financial Retirement Planning
    Rockville, Maryland
    March 31, 1998 (REW)
  • MACPA Capital Area Chapter IRS Audit Trends
    Bethesda, Maryland
    May 6, 1998 (REW)
  • Gartenhaus, Bender & Ward Retirement Planning
    Rockville, Maryland
    October 1998 (REW)
  • River Road Unitarian Church Estate Planning
    Bethesda, Maryland
    November 11, 1998 (REW)

1997 SEMINARS

  • Transamerica – Legg Mason Estate Planning
    Beltsville, MD
    May 8, 1997 (REW)
  • 5th District Homemakers Club
    Legal Issues in Estate Planning
    Mechanicsville, Maryland
    May 13, 1997 (REW)
  • Mass Mutual Life Insurance Company
    Split Dollar Life Insurance
    Reston, Virginia
    May 28, 1997 (REW)
  • Southern Maryland Electric Cooperative Estate Planning Hughesville, Maryland
    September 14, 1997 (REW)
  • Heymann, Smith & Suissa Taxpayer Relief Act
    Rockville, Maryland
    September 25, 1997 (REW)
  • Legg Mason Wood Walker, Inc.
    Taxpayer Relief Act
    Bethesda, Maryland
    October 15, 1997 (REW)
  • Regan, Russell, Schickner & Shah Taxpayer Relief Act Columbia, Maryland
    October 17, 1997 (REW)
  • Legg Mason Wood Walker, Inc. Taxpayer Relief Act Greenbelt, Maryland
    October 28, 1997 (REW)

1996 SEMINARS

  • National Society of Fund Raising
    Executives Fund Raising Institute Charitable Giving Techniques
    Charlottesville, Virginia
    June 7, 1996 (REW)
  • St. Mary’s County Chamber of Commerce Estate Planning Lexington Park, Maryland
    October 24, 1996 (REW)

1995 SEMINARS

  • Indianapolis Life Insurance Company
    Life Insurance Applications in Business Planning Solutions Indianapolis, Indiana
    February 13, 1995 (REW)
  • Chesapeake Family Federal Credit Union Estate Planning Hunt Valley, Maryland
    May 25, 1995 (REW)
  • St. Mary’s Hospital Foundation, Inc. Planned Giving Leonardtown, Maryland
    August 2, 1995 (REW)

1994 SEMINARS

  • District of Columbia Institute of Certified Public Accountants Annual Federal Tax Conference Estate Planning for Middle Income Taxpayers
    Rockville, Maryland
    January 11, 1994 (REW)
  • Asbury Methodist Village Estate Planning
    Gaithersburg, Maryland
    February 8, 1994 (REW)
  • Cigna Financial Advisors Planning for Limited Liability Companies
    Vienna, Virginia
    February 21, 1994 (REW)
  • Asbury-Solomons Island Take Charge of Your Will Solomons Island, Maryland
    April 29, 1994 (REW)
  • Rotary Club of Gaithersburg
    Ten Tips to Provide for Your Family and Yourself
    (Instead of the IRS)
    Gaithersburg, Maryland
    May 10, 1994 (REW)
  • Chesapeake Federal Credit Union Trust Applications and Estate Planning
    Hunt Valley, Maryland
    July 27, 1994 (REW)
  • MACPA Southern Maryland Chapter Estate and Business Planning for Owners of Privately Held Enterprises
    Waldorf, Maryland
    October 12, 1994 (REW)

1993 SEMINARS

  • Merrill Lynch Wealth Preservation and Estate Planning Rockville, MD
    April 17, 1993 (REW)
  • Massachusetts Mutual Non-Qualified Deferred Compensation Planning
    Vienna, Virginia
    June 11, 1993 (REW)
  • Prudential Estate Planning
    Bethesda, MD
    July 26, 1993 (REW)
  • Estate Planning Council of Suburban Maryland, Inc.
    Revenue Reconciliation Act of 1993
    Bethesda, Maryland
    December 2, 1993 (REW)

1992 SEMINARS

  • Washington Financial Group Life Insurance Trusts
    Chevy Chase, Maryland
    January 30, 1992 (REW)
  • Suburban Maryland Estate Planning Council
    Qualified Domestic Trusts
    Bethesda, Maryland
    October 15, 1992 (REW)
  • Merrill Lynch Living Trusts and Estate Planning
    Rockville, Maryland
    October 27-28, 1992 (REW)
  • Massachusetts Mutual Washington – Gale Agency
    Buy-Sell Agreements
    Vienna, Virginia
    November 13, 1992 (REW)
  • Gartenhaus Financial / Capital Advantage Corp.
    Pitfalls & Opportunities for Tax-Wise Investors
    Rockville, Maryland
    November 15, 1992 (REW)
  • Merrill Lynch Tax & Succession Planning for Business Owners Rockville, Maryland
    November 19, 1992 (REW)

1990 SEMINARS

  • Heymann & Company, P.C. Estate and Business Planning for Owners of Privately-Held Enterprises
    Rockville, Maryland
    June 7, 1990 (REW)
  • Northern Virginia Society of the ICFP, Inc. Innovative Tax Strategies for Estate Planning Clients
    McLean, Virginia
    September 13, 1990 (REW)