Next Meeting

January 21, 2017

Topic:
"Estate Planning 101"
Presenter:
Phillip Kenny, JD
Attorney, The Collins Firm
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 01/17/17 - $35.00 per person
Late registration on-line 01/18/17 until 01/20/17 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Presentation Description:
My passion in life is explaining to people what they need to know about Wills, Trusts, Taxes, Probate, Powers-of-Attorney - all that confusing stuff lumped under the heading "Estate Planning." A better description would be how to keep your money in your family, both while you're alive and after you're gone. Been meaning to update that old Will of yours (or promising your spouse you're going to get to it soon)? I'll give you the know-how and the confidence to get the job done faster and better than you've ever thought possible. And I'll do it in PLAIN ENGLISH!

Reasons to attend:

  • Why the new Federal Estate Tax Law means more families will want to file Estate Tax Returns - even though there is no legal reason they have to.
  • Why a Revocable Living Trust may - or may not - make good sense for someone in your circumstances.
  • Why if you're not careful, your child's inheritance may wind up with an ex-spouse, a creditor or other interloper, and how our Reservoir Trust™ deals with these all too common pitfalls.
  • HOW TO KEEP YOUR MONEY IN YOUR FAMILY.

Biography:

Phillip J. Kenny, JD, CFP, earned a B.S. in Biology from Marquette University, an M.A. in Economics from Fordham University, and his J.D. from George Mason University School of Law. Mr. Kenny is a member of the Trusts and Estates Sections of the Maryland, Virginia and District of Columbia Bars. He is a frequent guest host of Mr. Collins' radio program on WMAL, and is admitted to the Bars of Maryland, Virginia and the District of Columbia. Mr. Kenny is also a director of the Virginia Bluebird Society.

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for January 21, 2017 meeting

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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Steven Arquiette
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Kenneth Williams

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

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AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


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