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Estate Planning Basics Webinar
May 22, 2018 at 12:00 pm EDT
May 22, 2018
What's the best way to fill out your beneficiary form? What happens to your retirement plan money after you die? Come hear answers to these questions and more! Join James A. Gillis, Esq. from Offit│Kurman®, Attorneys At Law, and Courtenay Shipley from Retirement Planology as they explore important things to know about estate planning.
ABOUT THE SPEAKERS
James A. Gillis
James A. Gillis’s practice is focused on estate planning, transfer and income tax planning, and trust and estate administration in Virginia. Mr. Gillis regularly assists clients with the selection of fiduciaries, and the preparation of revocable and various types of irrevocable trusts to avoid probate, reduce transfer tax, protect assets for future generations, and provide support for beneficiaries with special needs. Mr. Gillis also assists with the administration of estates and trusts.
Courtenay Shipley has a diverse background in the retirement plan industry providing a unique foundation for her clients in the areas of fiduciary responsibility, investment analysis, and participant education. During her career she has provided institutional investment consulting to qualified retirement plans, developed business strategy for a boutique third party administrator and recordkeeper, conducted over 9,000 education meetings to groups and individual employees, and served the nonprofit market.