S03-E14: Generational Wealth: Estate Planning 101
Learn the basics of estate planning with the Samuels family’s personal estate planning attorney.
When it comes to generational wealth, most of us want to talk about how to make and keep our money but we don’t want to talk about what happens to it all when we die. Monique, Chris and Aly break it down to the basics with Martha Sotelo. Martha is a principal in the law firm of Vaughan, Fincher & Sotelo, PC. She assists clients with their estate planning and estate administration needs and is also the personal estate planning attorney for the Samuels family.
Featuring Special Guest, Martha Sotelo
Martha Leary Sotelo is a principal in the law firm of Vaughan, Fincher & Sotelo, PC (VF&S). VF&S is a law firm dedicated to providing estate planning and estate administration services to families and their businesses in the Washington Metropolitan area. The firm maintains offices in Tysons Corner and Leesburg, Virginia. Martha assists clients with their estate planning and estate administration needs. She is the lead estate administration attorney at VF&S where she has handled a variety of complex estate administration issues.
Martha attained her B.S., degree from the James Madison University in Communication Arts in 1987 graduating Magna Cum Laude. In 1990, she graduated from the College of William and Mary Marshall Wythe School of Law. She is a member of the Bars of Virginia, Maryland and the District of Columbia.
Martha is a fellow of the American College of Trusts and Estates Counsel. She served on the Board of Governors for the Trusts and Estates Section of the Virginia State Bar from 2007 and 2013 and served as Chair of the Board in 2013. Martha has also served as Co-Chair of the Trusts and Estates Section of the Fairfax County Bar Association (2002-2004). She is a member of the Northern Virginia Estate Planning Council, the Fairfax County Bar Association and the Virginia Bar Association.
Martha is a frequent speaker in the community regarding estate planning and estate administration topics. She has lectured at several continuing legal education programs sponsored by Virginia CLE on the topics of trust administration and estate administration. Over the past several years Martha has received recognition in many local publications including: Super Lawyers, Washingtonian Magazine, Northern Virginia Magazine and the Washington Post Magazine.
You may also like
S1-E11: First Time Parents
Monique and her co-hosts go over the laundry list of items that they wish they had known during that first month of motherhood.
S3-E10: Selfless Parenting
It's so easy and natural to put yourself first. How does this change after having children who did not ask to be here? Do you miss your former self?
Confessions: Selfless vs Selfish
Life is so different now. Prior to becoming a mom, there was not a care in the world for anyone besides ME! I was completely and unapologetically SELFISH.
Comment Policy:We welcome and encourage the community to comment and initiate conversations amongst each other on each post. Differing points of view are always welcome, and while we do not intend to censor any points of view, abusive and non-constructive language will not be tolerated. In order to maintain an open conversational atmosphere, comments will not appear immediately and will be approved at the discretion of our site moderators.
Got the potty book. The parents loved it. My grandson is bi-racial. I am noticing there are not many books with black boys or girls that are not just about a boy and his dog, a boy and his bike, etc. I am hoping since you are such an influence in the mommy community you push to fill this void. Thanks in advance.