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< 2020 >
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  • Wills vs. Trusts – Spotsylvania
    10:00 am-12:00 pm
    February 5, 2020

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    Spotsylvania
    C. Melvin Snow Memorial Branch Library
    8740 Courthouse Road
    Spotsylvania, VA 22553

    THIS TIME IS FULL.  THERE IS STILL AVAILABILITY AT 2 PM.

  • Wills vs. Trusts – Spotsylvania
    2:00 pm-4:00 pm
    February 5, 2020

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    Spotsylvania
    C. Melvin Snow Memorial Branch Library
    8740 Courthouse Road
    Spotsylvania, VA 22553

  • Wills vs Trusts – N. Courthouse Rd
    2:00 pm-4:00 pm
    February 5, 2020

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    Richmond
    N. Courthouse Road Library
    325 Courthouse Road
    Richmond, VA 23236

  • Wills vs Trusts – N. Courthouse Rd
    6:00 pm-8:00 pm
    February 5, 2020

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    Richmond
    N. Courthouse Road Library
    325 Courthouse Road
    Richmond, VA 23236

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  • Wills vs Trusts – James City County Library
    10:30 am-12:30 pm
    February 17, 2020

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    James City County Library
    7770 Croaker Road
    Williamsburg, VA 23188

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  • Wills vs. Trusts – York County Library – Williamsburg
    11:00 am-1:00 pm
    February 19, 2020

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    York County Public Library
    100 Long Green Blvd.
    Yorktown, VA 23693

  • FULL- SEE ADD’L DATE-APR 9-Richmond – Carrell Blanton Office – Secure Act Client Seminar
    2:00 pm-4:00 pm
    February 19, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (804)285-7900.

    Richmond

    Carrell Blanton Ferris Office
    7275 Glen Forest Drive, Suite 310
    Richmond, VA  23226

    THIS SEMINAR IS FULL.  PLEASE SEE NEW DATE-FEBRUARY 26 AT 2 PM  OR CALL OUR OFFICE AT 804.285.7900 AND ASK TO BE PLACED ON A WAITLIST.

  • FULL-Richmond – Carrell Blanton Office – Secure Act Client Seminar
    6:00 pm-8:00 pm
    February 19, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (804)285-7900.

    Richmond

    Carrell Blanton Ferris Office
    7275 Glen Forest Drive, Suite 310
    Richmond, VA  23226

  • FULL-Williamsburg Lodge – Secure Act Client Seminar
    6:30 pm-8:30 pm
    February 19, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (757) 220-8114.

    Williamsburg

    Williamsburg Lodge
    310 South England
    Williamsburg, VA 23185

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  • Williamsburg – Powers of Attorney
    12:00 pm-1:00 pm
    February 21, 2020

    This is an educational session.   Powers of Attorney – What you and your agent need to know about their Fiduciary Responsibility.

    Seminar is free but registration is requested. Seating is limited at each session.

    Williamsburg
    Carrell Blanton Ferris Board Room
    460 McLaws Circle, Suite 200
    Williamsburg, VA 23185

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  • FULL-Williamsburg – Secure Act Client Seminar
    10:00 am-12:00 pm
    February 24, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (757) 220-8114.

    Williamsburg

    Carrell Blanton Ferris Office
    460 McLaws Circle, Suite 200
    Williamsburg, VA 23185

  • FULL-Kingsmill Resort-Williamsburg – Secure Act Client Seminar
    2:00 pm-4:00 pm
    February 24, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (757) 220-8114.

    Williamsburg

    Kingsmill Resort
    1010 Kingsmill Road
    Williamsburg, VA 23185

  • Wills vs. Trusts – Weinstein JCC
    6:00 pm-8:00 pm
    February 24, 2020

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    Richmond
    Weinstein Jewish Community Center
    5403 Monument Ave.
    Richmond, VA 23226

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  • FULL-See April 9-Richmond – Carrell Blanton Office – Secure Act Client Seminar
    2:00 pm-4:00 pm
    February 26, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (804)285-7900.

    Richmond

    Carrell Blanton Ferris Office
    7275 Glen Forest Drive, Suite 310
    Richmond, VA  23226

    Let us know if you would like to be on a wait list or be contacted when we add an additional date. 804.285.7900

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  • FULL-Fredericksburg Downtown Library – Secure Act Client Seminar
    10:30 am-12:00 pm
    February 27, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (804)285-7900.

    Fredericksburg

    Downtown Branch Library
    1201 Caroline Street
    Fredericksburg, VA  22401

    Let us know if you would like to be on a wait list or be contacted when we add an additional date.

  • Virginia Beach – Secure Act Client Seminar at Virginia Beach Central Library
    11:00 am-1:00 pm
    February 27, 2020

    This seminar is a must-attend for clients of the firm to learn about the recently passed Secure Act and how it affects estate planning for clients with tax deferred assets.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.

    Seminar is free but registration is required. Seating is limited at each session.  Please call the office at (757) 689-8668.

    Presented by Kenneth A. Dodl and Beth Ann Lawson.

    Virginia Beach

    Virginia Beach Central Library
    4100 Virginia Beach Blvd
    Virginia Beach, VA 23452
    Click here to view map

  • Wills vs. Trusts – Downtown Fredericksburg Branch
    1:00 pm-3:00 pm
    February 27, 2020

    This is an educational session. Join us for a thought-provoking discussion of the basics of estate planning and discover which plan is right for you and your loved ones.

    For more detailed information on the topics covered, please click here.

    Seminar is free but registration is requested. Seating is limited at each session.

    Fredericksburg
    Fredericksburg Downtown Branch Library
    1201 Caroline Street
    Fredericksburg, VA 22401

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