Latest News
2022 Annual Meeting of the American College of Trust and Estate Counsel
Congratulations to partner Sarah Moore Johnson and her co-panelists Raymond C. Odom and Professor Phyllis Taite for their ground-breaking presentation on using the estate tax and new charitable incentives to repair the racial wealth gap, given at the Annual Meeting of the American College of Trust and Estate Counsel in San Diego, California on March 11, 2022. Birchstone Moore is[...]
Washington DC Estate Planning Council Leadership Award
Join Birchstone Moore in congratulating one of our founding partners, Sarah Moore Johnson, who was recognized for her leadership and dedication as the 2020-2021 President of the Washington DC Estate Planning Council!
Assisted Reproductive Technology and Designing ART-ful Estate Plans Webcast
Join Sarah Moore Johnson, Founding Partner at Birchstone Moore, and American Law Institute Continuing Legal Education for a webcast highlighting the newest advances in assisted reproductive technology, its impact on estate planning, and how to better formulate a plan for your clients that includes this technology. Click here to view the webcast.
Welcome to the Birchstone Moore Team, Natasha!
Birchstone Moore is pleased to welcome Natasha McFarland to our team as an associate attorney. Natasha has over 5 years of experience at Ernst & Young, where she was a Tax Manager in the Private Client Services group. In that role, Natasha served as a primary tax advisor to US and cross-border high net worth individuals. Her clients included Fortune[...]
Meryl M. Mathews Promoted to Partner
Congratulations to Meryl Mathews, who was promoted to Partner effective January 1, 2022. Meryl is a passionate advocate for our clients, and a careful and thoughtful attorney with over 12 years of experience in the estate planning profession. Meryl’s commitment to exceptional service and her infectious laugh are vital parts of the firm’s culture. Congratulations, Meryl!
Adventures in 199A for Real Estate Investors
Farhad Aghdami and I presented “Getting Your Hands Dirty with Real Estate Investors” at the 52nd annual Heckerling Institute on Estate Planning last Thursday, January 25, 2018. I caused a bit of a stir in my summary of new Internal Revenue Code Section 199A as it applies to real estate, and the accountants in the room corrected me afterwards. This[...]
