Beyond Bloodlines: Planning for the Nonparent Client
Date: Tuesday, January 27, 2026
Time: 5:30pm - 8:00pm
Location: The Westin Richmond
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Richmond Estate Planning Council, January 27, 2026 meeting
Jennifer B. Goode, Senior National Director within
Bernstein Private Wealth Management’s Wealth Strategies Group
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Beyond Bloodlines: Planning for the Nonparent Client
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Jennifer will explore the nuanced considerations of estate planning when children are not in the picture. Topics covered will include best practices for client engagement regarding nontraditional family structures, drafting for flexibility in fiduciary selection and anticipated changes in a trust’s beneficiary pool, and the importance of testamentary charitable transfers to a nonparent client’s legacy.
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The Westin Richmond
6631 W Broad St, Richmond, VA 23230
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Jan 27, 2026 05:30pm - Jan 27, 2026 08:00pm
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Jennifer works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Her articles about tax and estate planning have appeared in a number of publications, including the ABA’s Real Property, Trust and Estate Law Journal, Bloomberg’s Tax Management Estates, Gifts, and Trusts Journal, and Practical Law, and she was recently recognized as Bloomberg Tax’s 2023 Estates, Gifts, and Trusts Tax Contributor of the Year. Jennifer frequently presents to professional groups across the U.S. on topics relating to the intersection of estate planning and investing, including a recent appearance at the 58th Annual Heckerling Institute on Estate Planning.
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Guests, Emeritus and New Members
Guests must be accompanied by a current member. Emeritus and New members who have been admitted since December 1, 2025, pay only for any meeting they attend.
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