Virginia State Bar

An agency of the Supreme Court of Virginia

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Trusts and Estates

A Section of the Virginia State Bar.

Summer Newsletter 2016

Newsletter - Trusts and Estates

Volume 22, No. 14


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Message from the Chair
Jennifer E. Shirkey, Chair
Trusts and Estates Section

On behalf of the Board of Governors of the Virginia State Bar Trust and Estates Section, I’m pleased to introduce the Summer 2016 edition of our Trusts and Estates Newsletter.

In our first article, Jennifer Moccia shares the best planning practices for clients’ digital assets.  Next, Michelle Evans offers helpful tips in planning for retirement benefits.  In our third article, Thomas Yates and Alvi Aggarwal highlight key distinctions in Virginia’s default rules and definitions for wills and trusts.  Finally, Mark Pascucci addresses the effect of a new ATF rule on gun trusts and helps you avoid traps for the unwary in advising fiduciaries dealing with NFA weapons.

Many thanks to Lauren Jenkins, our Newsletter Editor, and Jennifer Schooley, our Assistant Newsletter Editor, for all their effort in producing this year’s newsletters.  If you would like to contribute to next year’s newsletters, please contact the incoming Newsletter Editor, Jennifer Schooley, at jschooley@schooleyfirm.com to discuss your proposed topic.

Special thanks also to Michael Deneka, Lisa Hughes, and immediate past Chair Arthur Robinson, whose Board terms ended June 30, 2016.  Their years of service are appreciated.

Serving as your Chair this year has been my pleasure, and I’m delighted our Section will enjoy the capable leadership of incoming Chair Jennifer Moccia next year.  Most important, thank you to our general membership for your continued support of our Section’s purpose—promoting the exchange of ideas among trusts and estates lawyers.