Above: Tom Cholis, Ed Beckwith, Anne O’Brien

Tom Cholis, featured speaker for Washington, D.C. Estate Planning Council event

Chevy Chase Trust Senior Advisor Tom Cholis was a featured speaker for the Washington, D.C. Estate Planning Council’s “Inside the Members’ Heads” on Wednesday, March 15, 2017.

Cholis was featured alongside fellow council member Anne O’Brien, Esq., of Caplin & Drysdale in this installment of the Council’s interview series. Ed Beckwith, Esq., of Baker & Hostetler LLP, interviewed the two; Beckwith asked them to discuss their backgrounds and career paths and to provide advice on developing successful, fulfilling careers in the estate-planning field. Cholis, who joined Chevy Chase Trust in 1999, remarked that working in this industry never ceases to interest him; “What we do requires constant learning, every day there are new questions that require new research.”

Cholis has been a member of the Washington, D.C. Estate Planning Council since 1980, and served as Council President in 1991. The Washington, D.C. Estate Planning Council provides community-wide support and collaboration for 250 members in the estate planning industry.