As always, this program will feature analysis of new laws, regulations, and advanced practice trends to help you plan for, and protect your clients’ assets. Topics to be covered this year include Decanting of Trusts, the annual legislative update, Modifying Trusts via NJSA under the Uniform Trust Code (UTC), Ethical Issues in Estate Planning and more!
6.0 hours of CLE credit will be offered by the surrounding MCLE states. If you are unable to attend the live in-person event in May, the entire event will be recorded and available to you to view later.
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Advanced Estate Planning Institute Agenda
8:30 a.m. – 9:00 a.m. | Check-in and continental breakfast
9:00 a.m. – 9:05 a.m. | Welcome & Introductions
Robert M. Horne, Esq., The Penater Law Firm, LLC (Program Chair)
9:05 a.m. - 10:00 a.m. | Decanting Trusts in Maryland: A Case Study
Sarah Kahl, Esq., Venable LLP
10:00 a.m. - 10:15 a.m. | Break
10:15 a.m. - 11:45 a.m. | Roundtable Discussion with a Corporate Fiduciary, Estate Planner, and Fiduciary Litigator re: Modifying Trusts via NJSA under the UTC
Ben Pruett, Esq., Bessemer Trust, Frederick R. Franke, Jr., Esq., & Jack Beckett, Esq., Franke Beckett LLC
11:45 a.m. - 12:15 p.m. | Maryland Legislative Update
Christia Pritts, Esq., Sims & Campbell
12:15 p.m. - 1:15 p.m. | Lunch
1:15 p.m. - 2:15 p.m. | Considerations for Estate & Trust Attorney's Relating to Stolen and Fraudulent Art and Cultural Property to Protect Fiduciaries, Beneficiaries, and Themselves
Spec. Agent Jake Archer, Esq., Federal Bureau of Investigation
2:15 p.m. - 2:30 p.m. | Break
2:30 p.m. - 3:30 p.m. | Hot Topics in Valuation
Harry Sturgis, CPA/ABV, ASA, & Christopher Rosenthal, CPA/ABV/CFF, ASA, AEP, Vallit Advisors
3:30 p.m. - 4:30 p.m. | Ethical Issues in Estate Planning
Adam Moskowitz, Esq., Bregman, Berbert, Schwartz & Gilday, LLC
4:30 p.m. | Program Adjourns