NOTEWORTHY

Chevy Chase Trust Sponsors the Montgomery County Estate Planning Council

Chevy Chase Trust Sponsors the Montgomery County Estate Planning Council

Chevy Chase Trust was proud to sponsor the Montgomery County Estate Planning Council’s November program, “The Sun Doesn’t Set: Estate Planning After the One Big Beautiful Bill Act.”

Paula Landau, Managing Director, who serves on the Council’s Board of Directors and as Program Chair, attended with Randy Ryan, Director and Senior Financial Planner at Chevy Chase Trust.  Randy participated as a panelist with Megan Wallace, Principal at Wallace Law and Richard Chisolm, Founder of Chisolm Law Group. Moderated by Laura Stone, Partner at Harrison LLP, the discussion provided valuable insights on the new legislation’s impact on estate planning strategies.

Pictured (left to right): Megan Wallace, Laura Stone, Richard Chisolm and Randy Ryan.

We are honored to support the Council’s mission to promote excellence and collaboration in estate planning across our community.

 

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