Virginia Beach Area

Upcoming events

  • December 13, 2019 11:00 am - December 13, 2019 12:30 pm

    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.  Presented by Beth Ann Lawson.  Read what Beth Ann's clients have to say about working with her!  

    For more detailed information on the topics covered, please click here.  Seminar is free but registration is requested. Seating is limited at each session.

    Virginia Beach - Kempsville Recreation Center
    800 Monmouth Lane
    Virginia Beach, VA 23464
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  • December 13, 2019 2:00 pm - December 13, 2019 3:30 pm

    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.  Presented by Beth Ann Lawson.  Read what Beth Ann's clients have to say about working with her!  

    For more detailed information on the topics covered, please click here.  Seminar is free but registration is requested. Seating is limited at each session.

    Virginia Beach - Kempsville Recreation Center
    800 Monmouth Lane
    Virginia Beach, VA 23464
    Click here to view map

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  • December 16, 2019 1:00 pm - December 16, 2019 2:30 pm

    This session is currently full. If you would like to be on our waiting list, please give us a call at (757)689-8668.

    This seminar is a must-attend for clients of the firm (whether married, single, or a surviving spouse) whose estate plan has not been reviewed since 2012.

    YOU should attend if:

    • You want to make sure your plan is up to date based on current tax law.
    • You want to learn if estate tax planning is still appropriate for your family.
    • You want to learn if your will or trust provides for disability and death.
    • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

    What we will discuss:

    • How to simplify your estate plan in light of current tax law.
    • How your existing trust may affect capital gains taxes for your beneficiaries.
    • How an A/B Trust Tax Plan is administered, and why this type of trust may not be the most administratively simple and tax-efficient option given recent legal changes.
    • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.
    • How you can protect your heirs’ inheritance from creditors and bad marriages.
    • Maximizing total control of your property.

    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

    Carrell Blanton Ferris & Associates Office Building
    780 Lynnhaven Parkway, Suite 150
    Virginia Beach, VA  23452

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  • January 7, 2020 11:00 am - January 7, 2020 12:30 pm

    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.  Presented by Beth Ann Lawson.  Read what Beth Ann's clients have to say about working with her!  

    For more detailed information on the topics covered, please click here.  Seminar is free but registration is requested. Seating is limited at each session.

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

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  • January 7, 2020 2:00 pm - January 7, 2020 3:30 pm

    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.  Presented by Beth Ann Lawson.  Read what Beth Ann's clients have to say about working with her!  

    For more detailed information on the topics covered, please click here.  Seminar is free but registration is requested. Seating is limited at each session.

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

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