The McLean Estate Planning Council is a lively fun association of accountants, attorneys, financial advisors and managers, insurance agents, and trust officers. We are an open educational meeting for anyone interested in estate planning. We look forward to meeting you.
Watch this space for any changes in dates or times for meetings for winter weather.
Thanks to the speaker, the volunteers, and all who attended the tax update on January 25th all making it a fabulous meeting. The next regular monthly meeting is on February 22 on Business Succession Planning. We will return to our regular location at Pulcinella and our regular reservation and paying at the door habits. See Programs and Events for details and future meetings.
It is the floor comments and questions that are highly valued, but we never know when one of those are special, or maybe even life changing. Some affect the standard of care, and some of those are in very unexpected ways. Sacred cows can be examined. Got an idea? Come to a meeting and tell any member of the Board of Directors.
This website is for professionals who are knowledgable about the practices and procedures of the estate planning professional disciplines and the law applicable in Virginia. The content is not suitable for use as a substitute for professional advice. Professional education and experience is required before using anything herein as guidance. This website is owned and copyrighted by McLean Estate Planning Council Website, LLC, for McLean Estate Planning Council, a Virginia non-stock corporation.