ROANOKE VALLEY ESTATE PLANNING COUNCIL

Please join us for our meeting on Tuesday, February 2nd at the Shenandoah Club.  We look forward to seeing everyone soon!

Trust Administration for the Surviving Spouse – Pre-Death Planning to Avoid Post-Death Conflict
Presented by: Tami Conetta
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Tami Conetta is the President of Greater Washington, DC for Northern Trust Wealth Management. She and her team are responsible for the delivery of comprehensive wealth management to an ultra-high net worth clientele. This specialized team provides bespoke services to multi-generational families, entrepreneurs, corporate executives, and family offices in DC, Maryland and Virginia, including investment management, fiduciary administration, private banking, and wealth advisory.

Tami joined Northern Trust in 2009. She has served in a variety of roles, including Senior Corporate Attorney and Trust Counsel, Trust Practice Executive, Chief Fiduciary Officer, and Director of Wealth Strategies for Northern Trust teams in the eastern United States. Before joining Northern Trust, Tami was in private law practice in Florida, focusing on advising individuals and multi-generational families on their tax, estate planning, and philanthropic endeavors. She also represented trustees in trust administration and litigation.

Tami was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC) in 2006 and served as Chair of the State Laws Committee from 2019-2022. She currently serves as a Regent of the College. She is also a member of The Florida Bar and the Executive Council of the Real Property, Probate and Trust Law Section. While a practicing attorney, Tami was Board Certified in Wills, Trusts & Estates by The Florida Bar and served as Chair of the Florida Supreme Court’s Probate Rules Committee.

She earned her bachelor’s degree at Furman University in Greenville, South Carolina and received her law degree from the University of Florida, Levin College of Law in Gainesville, Florida (with honors).

In her spare time, Tami enjoys the arts, fly fishing, and spending time with her family.
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TO ATTEND:  To assure a seat for dinner, you must make your reservation by 4 PM, Friday, January 29th using the REGISTER NOW or RSVP function on this notice or via email to rjuidici@nbbank.com.  If you require a vegetarian or other special diet meal, then please note such with your RSVP online in "Special Requests" area or you may be charged extra for any changes made at the meeting.

GUESTS:  The guest fee is $35.  Guests must be registered in advance by a member.  Guests who are in good standing at another region's Estate Planning Council must register, but are not required to be sponsored by a member.

CANCELLATIONS must be received by e-mail as noted above by 12 Noon, Monday, February 1st.  Failure to cancel by this date will cause you to be assessed a late penalty of $35.00