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Upcoming Chapter Meeting: AAII Washington D.C. Metro

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Date: Saturday, January 19, 2013
Topic: Estate Planning 101
Speaker: Phillip J. Kenny, J.D., CFP, Attorney, The Collins Firm

Phillip J. Kenny, a veteran attorney of The Collins Firm, will lead the group in a discussion of the key factors of planning an estate, including incapacity planning, federal estate taxes, how to avoid probate and a discussion of trust law, with irrevocable and revocable living trusts. Kenny will also discuss the impact of current legislation and how a seasoned estate attorney might address unique family concerns of how to keep a loved one’s money in the family.

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