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TAX TALK
Published by the Section of Taxation of the Maryland
State Bar Association, Inc.
· Robert L. Zouck, Chair ·
Bryan W. Young, Editor, Stephanie Ketchum, Asst. Editor
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Volume X Number
1
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Fall 2001
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ESTATE & GIFT TAX STUDY GROUP
The Estate & Gift Tax
Study Group is open to members of both the Taxation and Estates and Trusts
sections of the MSBA. With some exceptions (e.g., the first two meetings
this year), the meetings are generally held on the second Thursday of each
month beginning in October of each year, and conclude in June of the
following year. The meetings convene at 12:30 p.m. for a light lunch,
followed by the featured speaker. The meetings are held on the Fourth
Floor of Tower I of the Bank of America Building, located at 100 South
Charles Street in Baltimore.
The co-chairs of the Study
Group for the next two years are Danielle M. Cruttenden, a partner in
Merrill & Cruttenden, P.A., and Laura L. Johnson, an associate at
Gordon, Feinblatt, Rothman, Hoffberger & Hollander. The dates,
speakers and topics for the 2001-2002 meetings are set forth below, with
the exception of the June meeting which will be scheduled at a later date:
| 10/04/01 |
Richard F. Lindstrom, Esq. |
Federal Estate Tax Audits |
| 11/01/01 |
Louise M. Gonzales,
Esq. |
Special Needs Trusts
Arising from Litigation |
| 12/13/01 |
Jeffrey J. Radowich,
Esq. |
Evolving Estate Planning
Techniques in Light of the EGTRRA of 2001 |
| 01/17/02 |
Sheldon S. Satisky,
Esq. |
Maryland Legislative
Developments |
| 02/14/02 |
Lawrence J. Macklin,
Esq. |
Heckerling (Miami)
Institute on Estate Planning |
| 03/14/02 |
TO BE ANNOUNCED |
TO BE ANNOUNCED |
| 04/11/02 |
TO BE ANNOUNCED |
TO BE ANNOUNCED |
| 05/09/02 |
TO BE ANNOUNCED |
TO BE ANNOUNCED |
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