Webinars
Recordings of webinars presented by our Wills, Trusts & Estates team:
- Advance Care Planning: Making Your Wishes Knownย โ April 2023
- Estate Planning and Legal Authority for Parentsย โ January 2022
Sarah Aviles and Theresa Small facilitated this webinar for the First Fridays Futures Planning Workshops sponsored by The Arc of Northern Virginia. The webinar discussed strategies for parents of children with disabilities as they set up their estate plans. - Elder Law Podcastย โ April 2021
- Top Ten Estate Planning Mistakesย โ March 2021
A lack of planning or poor planning can lead to legal battles, unnecessary tax bills and legal fees, and inadvertently leaving loved ones without an inheritance. Wills Trusts and Estates Principalย Melinda Merk, recently discussed โTop Ten Estate Planning Mistakesโ and how to avoid them as part ofย Campbell Wealth Managementโs Wellness & Wisdom Webinar Series. - Post-Election Estate Planning and Tax Mitigation Strategies Webinarย โ December 2020
- Advising Aging Clients and Their Familiesย โ July 2020
- Simple Steps to Estate Planningย โ June 2020
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Helpful resources and links to additional information on estate planning, estate and trust administration, asset protection/elder fraud, long term care, etc.
Asset Protection/Elder Fraud
- Elder Fraud and Abuse Resource Page from the ABA Commission on Law and Aging
- Virginia Adult Protective Services Division
- Virginia Department for Aging and Rehabilitative Services
Estate Planning
- American College of Trust and Estate Counsel (ACTEC) Estate Planning Resource Page
- American Bar Association Estate Planning Info and FAQs
- Fairfax County Area Agency on Aging
- Health Care Decision Making Resource Page from the ABA Commission on Law and Aging
- Health Care Decisions Day Resource Page from the Virginia State Bar
- National Health Care Decisions Day (NHDD) Website
- Pet Planning Resource Page (including Pet Trusts) from the ASPCA
- Virginia Advance Health Care Directive Registry
- Virginia Insurance Counseling and Assistance Program (VICAP) Resources Page
โ Helpful information on Medicare, long-term care, nursing homes, caregiver assistance, etc.
Estate and Trust Administration/Fiduciary Services
- Fairfax County, VA Administration of Estates Info Page
- Guide to the Administration of Estates in Virginia from the Virginia Bar Association
- Guide to Probate in the District of Columbia from the Register of Wills
- Montgomery County, MD Probate Policies and Procedures from the Register of Wills
- Social Security Survivorโs Planner website
- ACTEC What It Means to Be a Trustee โ A Guide for Clients
Tax Services and Calculators
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