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