Recent Developments in Estate Planning and Administration (from Annual Recent Developments in the Law 2021) (Online Seminar)

MCLE Credits: 0.5
Ethics Credits Included: 0.0

MCLE Credit: 0.5 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Designation Credit: 0.5 Trusts and Estates Practice (Designations Information)
Price: $49 (Includes a downloadable audio version.)
Viewable Through: 08/31/2022

Information

A pre-recorded streaming VIDEO of one session from the September 2021 seminar, 47th Annual Recent Developments in the Law: News from the Courts and General Assembly.


This session summarizes recent developments in Virginia estate planning and administration law.

Select topics include:

  • Supreme Court Decisions

    • Will Interpretation
    • Enforceability of Purchase Option in Will
    • Standing to Challenge Decedent’s Lifetime Gifts
    • Award of Attorney Fees in Fraud Case
    • Collateral Estoppel as Applied to Settlor’s Capacity

  • Legislation Enacted

    • Virginia IRA Savings Program
    • Recordation of Electronic Documents; Electronic Notarization
    • Designated Support Persons for the Disabled
    • Supported Decision-making
    • Standby Guardianships
    • Wrongful Death Beneficiaries
    • Virginia Stock Corporations
 
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Schedule

Faculty

ABOUT THE SPEAKER


Sarah Brownlow,
Virginia Estate & Trust Law, PLC / Richmond

Ms. Brownlow guides individuals and families through the estate planning process and then assists them with implementing their plans through trust and estate administration.  Her practice includes charitable planning and advising on estate, gift, and generation-skipping transfer taxes, and sophisticated tax planning techniques typically of interest to high net worth individuals.  She frequently represents entrepreneurs and business owners for whom estate and tax planning can have a significant impact on their long-term business viability.  She also advises individual and corporate fiduciaries in all aspects of their duties in administering estates and trusts, including litigation and tax reporting matters. Sarah is licensed to practice law in Virginia and New York.  She began her career in New York City at Willkie, Farr & Gallagher LLP and Stroock, Stroock & Lavan LLP.  Sarah then worked with the firm of Nixon Peabody LLP in Rochester, New York before moving to Richmond and joining Virginia Estate and Trust Law, PLC.  She is rated as a Super Lawyer® for Estate Planning and Probate Law and is the past chair of the Estates and Trusts Law section of the Monroe County Bar Association and member of the Estate Planning Council.  Sarah will co-author the Annual Survey of Virginia Wills, Trusts and Estates legal developments for the University of Richmond Law Review in 2021. Sarah graduated with a B.B.A. in Finance from the College of William & Mary, and received her J.D. from Vanderbilt University Law School.

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