Chevy Chase Trust Sponsors Annual Joint Councils Meeting hosted by the Northern Virginia Estate Planning Council (NVEPC)
Chevy Chase Trust proudly sponsored the Annual Joint Councils Meeting hosted by the Northern Virginia Estate Planning Council (NVEPC) on April 30. The panel delved into crucial topics such as understanding grief, effective client communication and practical tools for estate, bereavement and legacy planning.
CCT team members Senior Managing Director Ramona Mockoviak, Senior Managing Director Deb Gandy and Managing Director Paula Landau joined fellow trust and estate professionals for the discussion. The firm is dedicated to helping professionals provide holistic support to clients and families.