Trusts and Estates

Jennifer L. Moccia, Chair



The Trusts and Estates Section had 1,892 members as of July 2016, and 1,951 members as of June 2017, making the Section the 4th largest specialty section of the Bar.



The budget for fiscal year 2016-2017 was $14,424.  The budget proposed for 2017-2018 is $14,888.

35th Annual Trusts and Estates Seminar

In October, the Trusts and Estates Section co-sponsored the 35th Annual Trusts and Estates Seminar with Virginia CLE.  The program was held in Roanoke, Williamsburg and Fairfax.  In addition to the usual surveys of Federal and Virginia law developments and ethics, topics included recent tax developments, fiduciary litigation and income tax basis issues at death.


VSB Annual Meeting CLE Program

Also in October, the Trusts and Estates Section joined with the Diversity Conference and Virginia CLE in sponsoring a CLE regarding autism in the legal profession for the Annual Meeting to be held in June 2017.  The proposed program was approved by the BAM Committee (for a 1.5 hour presentation) and took place on June 16, 2017. 


Member Communications

The Trusts and Estates Section published two newsletters, one in the fall of 2016 and another in the spring of 2017.  Each edition included four articles on relevant and timely trust and estates topics and was distributed to all members of the section by e-mail.  In addition, and after several requests were received by the Board to return to print-media distribution, the Board also distributed the newsletter for spring of 2017 by mail to the members of the Section.  Jennifer L. Schooley was the newsletter editor, and Carter Brothers was the assistant newsletter editor.

Board Elections

In June of 2017, the Section’s membership elected the following board members for a first term:

Richard H. Howard-Smith – Central and Western Virginia (term expiring 2020)

Trey T. Parker – Richmond Board (term expiring 2020)

The following board members were re-elected:

Lauren A. Jenkins (term expiring 2020)



In June of 2016, by unaminous written consent, the Board elected the following officers to serve for 2017-18:

Chair:  C. Daniel Vaughan

Vice Chair:  Lauren A. Jenkins

Secretary:  Jennifer L. Schooley

Newsletter Editor:  Carter R. Brothers

Assistant Newsletter Editor:  Trey T. Parker

Jennifer L. Moccia is immediate past chair.

Updated: Jul 12, 2017