BNY Mellon Wealth Management
Attorney
Anna Katherine Moody, JD, LLM, advises high net worth individuals and families on all aspects of wealth planning, including basic estate planning, business succession planning, and transfer tax planning. Ms. Moody also counsels fiduciaries on estate and trust administration, including post-mortem tax planning and the preparation of estate and gift tax returns. Ms. Moody is a Fellow in the American College of Trust and Estate Counsel (ACTEC). She also serves as the current chair of the ABA Tax Section Fiduciary Income Tax Committee and is an adjunct professor at Georgetown University Law Center in its Tax LL.M. and Estate Planning Certificate programs.
Venable LLP
Partner
Emily Plocki, JD, LLM, assists high-net-worth individuals, multigenerational families, and owners of family corporations, both domestically and internationally, with tax planning and wealth preservation. Emily handles a variety of matters, including estate, gift, and generation-skipping transfer tax planning; trust and estate administration; planned charitable giving; and business succession strategies. She prepares sophisticated lifetime and estate planning documents, designed to help families and individuals preserve and grow the businesses and legacies they have built over a lifetime.
Prior to joining Venable, Emily was an associate at an international law firm, where she assisted clients with implementing efficient multigenerational wealth transfer strategies, counseled on tax and succession planning for owners of closely held businesses, and worked with clients to incorporate philanthropic and other non-tax objectives into their estate plans. Emily’s experience also includes working as a law clerk with an estate planning boutique in Washington, DC, where she assisted with tax and estate planning for individuals, businesses, and nonprofit organizations. She also participated in the IRS Employee Plans Volunteer Law Student Program, where she researched 401(k) requirements.