Planning Implications of the One Big Beautiful Bill Act of 2025
The signing of the federal budget bill into law on July 4th creates new planning opportunities and considerations. Please read […]
News & Noteworthy
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financial planning
Q & A with Duna Hur, Trader
We recently sat down with Duna Hur, Trader at Chevy Chase Trust, to learn more about her background, interests, and why she finds the role so rewarding.
Q & A with Marc K. Wishkoff, Head of Business Development
At Chevy Chase Trust, Marc oversees the delivery of Chevy Chase Trust services to clients and coordinates with their legal, accounting and other third-party advisors.
Smart college planning is the gift that keeps on giving. From UTMA accounts to 529s, Chevy Chase Trust shows clients how to build a legacy of learning through personalized tuition savings strategies that take into account a family’s complete financial picture. Chevy Chase Trust’s Laly Kassa and Leslie Smith share their insights on the best savings strategies for maximizing returns.
Read Leslie Smith’s Bio »
Read Laly Kassa’s Bio »
Financial Planning and College Savings
Every client at Chevy Chase Trust receives comprehensive financial planning.
Q & A with Leslie K. Smith
Recently, we sat down with Leslie Smith, Senior Managing Director responsible for the financial and estate planning services of the firm.
