Events & Information
New Dimensions in Estate Planning is our quarterly estate planning electronic newsletter for clients. Sign up below to receive this valuable resource.
Content is provided by The Advisors Forum and Carrell Blanton Ferris & Associates, PLC. Content is edited and distributed by Carrell Blanton Ferris & Associates, PLC.
Read the current New Dimensions in Estate Planning issue:
Vol 5, Issue 4: The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony
Read archived New Dimensions in Estate Planning Newsletters:
- Volume 5, Issue 3: Using the Power of Trusts to Spur Your Estate Planning
- Vol 5, Issue 2: Providing Flexibility by Adding Trust Protectors to Your Estate Planning
- Vol 5, Issue 1: Highlights of the New Estate Tax Legislation
- Vol 4, Issue 4: Understanding Business Exit Planning in Today's Market
- Vol 4, Issue 3: Special Needs Planning
- Vol 4, Issue 2: Estate Planning you Can…and Should… do in 2010
- Vol 4, Issue 1: No estate tax in 2010
Articles from Aging in America Radio Show series with Eldridge Blanton:
- Financing Long Term Care 12/27/09
- What you Should Know about Medicare 1/24/10
- Preparing for Senior Status 2/21/10
To listen to Aging in America radio shows, click here
"The State of the Estate Tax 2010 and Beyond", presented by M. Eldridge Blanton, III, and hosted by Leahy & Claire Financial Management and Village Bank Mortgage. To view the webinar, click here
Upcoming Speaking Engagements
The Probate Process From Start to Finish from National Business Institute
Speaker-Michael G. Montgomery
Richmond - October 22, 2013 and Virginia Beach - October 23, 2013
For registration: www.nbi-sems.com
Previous Speaking Engagements
Virginia Society of Enrolled Agents Thursday, June 6, 2013
Richard L. Ferris and M. Eldridge Blanton were presenters on The Use of Trusts Under The American Taxpayers Relief Act of 2012.
Virginia Society of Enrolled Agents
Thursday, June 6, 2013
Medicaid Asset Protection Trusts Seminars
September Seminars held in Richmond, Fredericksburg, Virginia Beach and Williamsburg
Presented by Jeremy L. Pryor
Virginia State Bar
Friday, June 14, 2012 - 11:00 a.m.
Trusts & Estates Section - Estate Planning for Lawyers
Presented by James W. Garrett and Lisa M. Hughes
University of Richmond - Business Succession Class
Monday, May 14, 2012 - 5:30 p.m.-7:30 p.m.
Presented by: Kelly A. Decker and James W. Van Horn, Jr.
University of Richmond - Estate Planning Class
Thursday, May 17, 2012 - 5:30 p.m.-7:30 p.m.
Presented by: Kelly A. Decker and M. Eldridge Blanton, III
Fall Semester of 2011: Tom Jamerson was a guest lecturer to the VCU, School of Business ACCT 610 graduate class "Forensic Accounting," wherein he lectured to graduate accounting students regarding evidentiary rules, evidence management and the role of an expert witness.
June 15, 2011: Jeremy Pryor and Tom Jamerson presented at a meeting hosted by Yount, Hyde & Barbour, P.C. in Fredericksburg, VA, on Elder Care Planning. Jeremy's topic was Medicaid Planning and Tom spoke on Veterans' Aid and Attendance Pension Benefits.
December 15, 2010: Eldridge Blanton presented "Personal and Financial Planning in Tough Times" in Washington, DC for MorganStanley SmithBarney.
October 28, 2010: Eldridge Blanton spoke to Wells Fargo meeting in Williamsburg, VA, on "Personal and Financial Planning in Tough Times".
October 22, 2010: Eldridge Blanton was the speaker for the quarterly meeting of NAIFA Richmond Chapter, held at The Westwood Club. His breakfast topic was "Estate Planning - The Good, The Bad & The 'Not Pretty"'. He also was the presenter for two seminars on "Medicaid Asset Protection Trust' and "Don't Die in 2010-The State of the Estate Tax in 2010 and Beyond".
September 14, 2010: Eldridge Blanton spoke on Charitable Giving Strategies for The Arts Council in Charlottesville, VA.
September 10, 2010: Eldridge Blanton and Jim Garrett presented "Medicaid Planning using The GAP Living Trust" for the Richmond Chapter of the Society of Financial Service Professionals at the Westwood Club.
August 24, 2010: "Making the Best of Times Last." at the Westwood Club. Eldridge Blanton was joined by Kelly Decker, Ph.D, of New York Life Insurance Company and Janet P. Faraone of Senior Solutions of Richmond as they discussed how proper planning for financial and care-giving needs, can lead to peace of mind and more enjoyment in life for the retiring generation and their mid-life children.
July 29, 2010: Eldridge Blanton, Jim Garrett and Jim Van Horn presented "Estate Planning Pitfalls to Avoid" for the Innsbrook Rotary Club at The Hilton Garden Inn, 4050 Cox Road.
Do you need a speaker for your next meeting?
The attorneys at Carrell Blanton Ferris are active in the Richmond community and are available to present workshops and informational sessions on a variety of topics for your business, church or organization.
Eldridge Blanton and Jim Garrett can speak on a variety of topics related to estate planning, such as:
• "The State of the Estate Tax"
• "Estate Planning for Business
• "Personal and Financial Planning for
• "Stewardship and Estate Planning"
• "How to Protect Assets from the
Expenses of Long-Term Care Using
the Medicaid Asset Protection Trust"
Upon request, Eldridge, Jim or one of our other attorneys can tailor a presentation to meet your group's needs and interests.
If you would like to speak to one of our attorneys about scheduling a speaker for your business, church or organization, call (804) 285-7900, or contact us.