SWCF offers SWAN to connect female attorneys around estate planning and related topics. Every other month, SWAN provides an opportunity for attendees to network and learn. SWAN is offered at no cost by SWCF.
SWAN began after a lawyer remarked that there weren’t many opportunities for women to network and exchange ideas related to estate planning. SWCF decided that it could help create that space and those opportunities. SWAN has been holding events ever since – and if you are a female lawyer who deals with estate-planning issues, we’d love for you to join us!
For more information, or to add your name to our event email list, please email SWCF’s Director of Impact, Risa Gross, at [email protected].
Upcoming Lunch Session
Life Settlements: Creating Value out of an Existing Life Insurance Policy
Presented by Todd Healy, C3 Financial Partners
Todd S. Healy, Founder of C3 Financial Partners, assists high net-worth individuals and closely-held business owners and their advisors to facilitate smoother transitions in their estate, philanthropic, and business planning endeavors. Healy is accredited as a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Philanthropy (CAP), and an Accredited Estate Planner (AEP). He holds a Mutual Funds and Variable Annuities Representative License (Series 6), as well as a Uniform Securities State Law license (Series 63). As a graduate of the University of California at Berkeley, Healy holds a Bachelor of Arts and Master of Social Work.
*This program is accredited for one hour of CLE
Thursday, May 29 | 12:00 – 1:00 PM
Merit Tower | 12222 Merit Dr. | 2nd Floor Conference Room
May 2025 SWAN Registration
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2024 Topics
- Advisor Happy Hour
- Plannning for LGBTQ Families
- Income Taxation of Trusts
- Hot Topics
- The Use of Extrinsic Evidence to Modify a Trust After In re Troy S. Poe Trust
- Finding Time and Finding Space for Ourselves
2023 Topics
- Hot Topics
- Estate Planning Update
- Retirement Benefits/IRA Rules
- Corporate Transparency Act of 2021
- Special Needs Trusts & Estate Planning for Families with Children/Grandchildren with Disabilities
- Self-Care for Lawyers
2022 Topics
- Temporary Guardianships
- Lessons Learned from the Trese Case
- Hot Topics
- Medicaid Update
- Tangible Personal Property – Anything from Animals to Horse Barns to Estate Probate & Art
- Corporate Fiduciaries: How They Work & Why You Should Put Them in Your Documents
2021 Topics
- Dealing with Conflicts of Interests, Ethical Considerations of Posting on Social Media and Listservs
- Dealing with Incapacity in Potential Estate Planning Referrals
- Creditor Issues in Probate
- Hot Topics
- Closing Letters
- Estate Planning for Foreign Assets
2020 Topics
- Inoculating the Will & Protecting the Testator’s Wishes
- Touching Base on Current Working Conditions
- Law Firm System Management
- Engagement Agreements
- Federal Exemption Changes & Secure Act IRA Provisions
2019 Topics
- The Homestead and Revocable Trusts