BEPC Education Program: Re-Defining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology
2 CFP Credits Pending
Sponsored by PNC Private Bank
AGENDA
07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program
ABOUT THE PROGRAM: TBD
ABOUT THE SPEAKER: Sarah Johnson is a respected leader in the Washington, DC estate planning community who concentrates on estate planning, trust and estate administration, business succession planning, asset protection, and charitable giving while minimizing income, estate, gift and generation-skipping transfer taxes. Recognized as a Fellow of the American College of Trust and Estate Counsel (ACTEC) and as a Top Attorney in the Washingtonian magazine, Sarah focuses on planning for family offices, entrepreneurs, real estate developers, and art collectors. She particularly relishes streamlining and improving existing estate plans for her high net worth clients.
Prior to attaining her law degree, Sarah was a senior financial analyst in the Valuation Services Group of Arthur Andersen LLP in Atlanta, and in that capacity gained considerable knowledge in valuing assets and using discounts in estate planning. Sarah also clerked for American Cancer Society's Office of Corporation Counsel, where she became familiar with the tax laws applicable to charitable organizations.
Sarah is a Southerner at heart and puts clients at ease with her relaxed, friendly manner. She earns their respect with her attention to detail, honesty and depth of knowledge. A master of organization, she strives to simplify and de-clutter her clients’ estate plans wherever possible.
Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.
Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, May 2, 2025.
