Virginia Qualified Self-Settled Spendthrift Trusts - Planning Opportunities, Limitations, and Vulnerabilities (from Annual Advanced Estate Planning 2015) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 5/31/2018


A pre-recorded streaming VIDEO replay of one session from the May 2015 live seminar, The Douglas W. Conner 36th Annual Advanced Estate Planning and Administration Seminar.

This presentation provides an exploration of Virginia’s self-settled spendthrift trust statute, an assessment of the strengths and vulnerabilities involved in implementing a Virginia Qualified Self-Settled Spendthrift Trust, and a comparison of Virginia’s statutory framework with domestic asset protection trust statutes in other U.S. jurisdictions.





C. Daniel Vaughan, Vaughan, Fincher & Sotelo, PC / Vienna

C. Daniel (“Dan”) Vaughan is a principal in the law firm of Vaughan, Fincher & Sotelo, PC, an organization dedicated to providing estate planning and estate administration services to individuals, families and their businesses in the Washington Metropolitan area.  He works out of the firm’s two offices located in Vienna, Virginia, and Leesburg, Virginia.  His practice is dedicated to developing and delivering comprehensive estate plans tailored to individual client needs and circumstances and focuses on addressing incapacity protection, guardianship designations, probate avoidance, distribution planning and estate tax planning.

Mr. Vaughan, a native Northern Virginian, grew up in Alexandria and Vienna, and graduated from George C. Marshall High School in 1992.  After obtaining his B.A. in Religious Studies from the University of Virginia in 1996, he graduated Order of the Coif (top ten percent (10%) of the graduating class) with his J.D. from the Marshall-Wythe School of Law at the College of William and Mary in 1999.  At William & Mary, Mr. Vaughan was a member of the Law Review and served as a teaching assistant.  Currently, Dan serves as an officer on the Board of Governors for the Trusts and Estates Section of the Virginia State Bar.  He is a member of the Virginia State Bar, the Wills, Trusts and Estates section of the Fairfax County Bar Association, the Loudoun County Bar Association and the Northern Virginia Estate Planning Council.

In addition to placing an emphasis on education in his planning process, Mr. Vaughan is a frequent speaker to the community regarding estate planning topics.  He regularly gives educational presentations to various local organizations and groups and has been a faculty member at continuing education programs within the legal, accounting and financial planning communities.

Mr. Vaughan and his wife, Sandra, live in South Riding, Virginia, with their two sons.

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