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BUY BUNDLE Advanced Estate Planning Institute (2020)

BUNDLE INCLUDES:
Bundle Discount:
Advantages of Delaware trusts (AEPI 2020)
Online Course Available 24/7 CLE: 1.5 Format: On-Demand
Elective Share Planning Strategies (AEPI 2020)
Online Course Available 24/7 CLE: 1.0 Format: On-Demand
Maryland Legislative Update (AEPI 2020)
Online Course Available 24/7 CLE: .5 Format: On-Demand
SECURE Act (AEPI 2020)
Online Course Available 24/7 CLE: .5 Format: On-Demand
Fiduciary Litigation (AEPI 2020)
Online Course Available 24/7 CLE: 1.5 Format: On-Demand
Description

This is the outstanding content presented during the first, all virtual, Advanced Estate Planning Institute in November 2020 as part of the MSBA Legal Excellence Week.

Advantages of Delaware trusts
This session will review the differences between Delaware trusts and their tax advantages.

Kalimah Z. White, TD Wealth Private Client Group
Jennifer E. Smith, McCollom D’Emilio Smith Uebler LLC


Elective Share Planning Strategies

This presentation will review opportunities presented by the new statute through the use of scenarios for average, small(er) and large estates. Questions to be considered include:
– How does the statute protect surviving spouses?
– How does the statute protect non-spouse beneficiaries?
– What planning opportunities and challenges does the statute present for estate and trust, elder, disability and family law attorneys?
– How does the statute affect the roles of fiduciaries and custodians?

Jonathan G. Lasley Esq., Stewart, Plant & Blumenthal, LLC
Kelly Preteroti, Esq, Baker Donelson


Maryland Legislative Update

A review of recently enacted laws that impacts estate and trust law in Maryland.

Michaela Muffoletto, Esq., Neuberger, Quinn, Gielen, Rubin, & Gibber P.A.


SECURE Act

How does the SECURE Act affect your clients? What is impact?
Find out in this session to review the recent law.

Michael Joseck, Esq., Elville & Associates


Fiduciary Litigation (AEPI 2020)

This session will cover recent case law and considerations for estate planning.

Jack K. Beckett, Esq., Franke, Sessions & Beckett LLC

Course Level
TBD
CLE Field of Study
Continuing Education Legal Credit
4.5
Included Courses
Online
Advantages of Delaware trusts (AEPI 2020)

Format: On-Demand
CLE: 1.5
Course Details
Online
Elective Share Planning Strategies (AEPI 2020)

Instructor(s): Jonathan Lasley, Kelly Preteroti, Kelly Preteroti
Format: On-Demand
CLE: 1.0
Course Details
Online
Maryland Legislative Update (AEPI 2020)

Instructor(s): Michaela Muffoletto
Format: On-Demand
CLE: .5
Course Details
Online
SECURE Act (AEPI 2020)

Instructor(s): michael6
Format: On-Demand
CLE: .5
Course Details
Online
Fiduciary Litigation (AEPI 2020)

Instructor(s): Jack Beckett
Format: On-Demand
CLE: 1.5
Course Details

MSBA MEMBER


$ 195.00
BUNDLE PRICE: $ 195.00

NON-MEMBER


$ 445.00
BUNDLE PRICE: $ 445.00

Register for this Bundle

Advanced Estate Planning Institute (2020)