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Jennifer Shirkey Invited to Present at National Estate Planning Seminar for the American Law Institute

Jennifer Shirkey has been invited to serve on the faculty for ALI CLE’s day-long Estate Planning in Depth 2024: Hot Topics and Current Developments, a day-long national webinar in July designed to offer practical advice and cutting-edge information to other attorneys on the most significant laws and trends currently affecting estate and trust planning. Jennifer is co-presenting a one-hour session entitled “How Do We Get Through This Maze? Planning for Retirement Plan Distributions for Spouse and Descendants in 2024” together with Kathleen Sherby (Bryan Cave Leighton Paisner) and Svetlana Bekman (Northern Trust). Their panel will discuss estate planning for retirement benefits in light of the SECURE Act, proposed regulations, SECURE 2.0 and other IRS guidance. After a brief refresher of the foundational definitions and concepts, they will focus on planning for a surviving spouse and descendants.

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June 11

Cathy Welsh to Present a “Legislative Update” to the Shenandoah Valley Chapter of the Society for Human Resource Management (SVSHRM)

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August 22

Cathy Welsh to Serve as Dinner Chair for 2024 MS Dinner of Champions