July 2014 Firm News and Events

Firm Events

Please save the date for these upcoming programs sponsored by The Law Office of Lewis J. Saret or at which Lewis Saret is presenting:

•  Material Participation of Trusts and Estates, Wednesday, July 16, 2014, 8-9.30 am,Tysons Corner, VA
• Material Participation of Trusts and Estates, Thursday, July 17, 2014, 8-9.30 am, Bethesda, MD
• Passing the Buck: How to Teach Your Kids to be Money Smart, Saturday, July 19, 2-4 pm, University Club, Washington, DC
• Probate 101: What Every Personal Representative Should Know, Wednesday, July 23, 12-1 pm, Law Office of Lewis J. Saret, Washington, DC

For more information or to RSVP, please contact Allaya Lloyd at lloyd.saret@gmail.com.

Firm News

• June 2013–Allaya Lloyd joined the Law Office of Lewis J. Saret as a full-time paralegal.
• September 2013-Lewis Saret presented on Estate Planning for Married Couples After ATRA at a Councilor, Buchanan & Mitchell, P.C. Financial Services Luncheon.
• November 2013-Lewis Saret co-presented with Michael Grace on 3.8% Net Investment Income Tax planning for a National Business Institute webcast.
• January 2014-In a continuing trend, Lewis Saret was named to the Washington, DC Super Lawyers and The Best Lawyers in America 2014 list for the Estate Planning and Probate practice area.
• January 2014-Lewis Saret was also selected as a Martindale-Hubbell Washington, DC AV Preeminent lawyer for 2014.
• June 2014-Lewis Saret was re-appointed Chair of the ABA Tax Section Fiduciary Income Tax Committee.