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Williamsburg- Take your Estate and Elder Law Planning Beyond the Basics

November 14 @ 10:00 am - 3:45 pm

Take your Estate and Elder Planning Beyond the Basics

A one-day symposium bringing professionals in Estate and Elder Planning, Home Healthcare, Insurance/Investment Planning and other areas, in one location, providing information to those attending with the goal of giving them “Peace of Mind” in their team of professionals.

Williamsburg Lodge
310 South England St
Williamsburg, VA 23185

Room 1:

10:00- 10:20 AM: “There is More to Estate Planning Than Taxes” Presented by Trey T. Parker with Carrell Blanton Ferris & Associates, PLC

10:45- 11:10 AM: “ChooseHome Riverside:  Your Plan to Prolong Independence and Age Successfully in Your Home”(Powered by Riverside and Williamsburg Landing) Presented by Mr. Rick Jackson & Heather Schouten with the Center for Excellence in Aging

11:20- 11:40 AM: “Experience the Edgeworth Park Difference- Learn what Assisted Living & Memory Care can Offer You” Presented by Teresa Evans with Edgeworth Park at New Town

11:50- 12:10 PM: “What to do with the Stuff” Presented by Laura Kinsman with Williamsburg Estate Services

1:30- 2:00 PM: “Aging in Place and how to Protect Yourself from Unscrupulous Contractors” Presented by Robert Criner with Criner Remodeling

2:15- 2:45 PM: “Education Planning with 529 Plans” Presented by Jason Wallace with Wallace CPA

3:00- 3:30 PM: “There is more to Estate Planning Than Taxes” Presented by Michael G. Montgomery with Carrell Blanton Ferris & Associates PLC

Room 2:

10:10- 10:30 AM: “Helping Seniors Remain Independent in their Homes” Presented by Dr. Bruce E. Minnett with Faith in Action

10:55- 11:15 AM: “How to Choose the Right Home Care Agency” Presented by Rebecca Andersen with Visiting Angels

11:25- 11:45 AM:“Successor Representative for your Estate or Trust Plan” Presented by James W. Garrett with Legacy Fiduciary Services

1:15- 1:45 PM: “Experience the Edgeworth Park Difference- Learn what Asssisted Living and Memory Care can Offer you” Presented by Teresa Evans with Edgeworth Park and New Town

2:00- 2:30 PM: “IRA Distribution Planning” Presented by Alison Foley with Davenport & Company LLC

2:45- 3:45 PM: “There is more to Estate Planning Than Taxes” Presented by Trey T. Parker with Carrell Blanton Ferris & Associates PLC

*Lunch is NOT provided at this free symposium.