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Advanced Estate Planning Institute


Important Note:

Due to the ongoing spread of COVID-19, we have made the decision to postpone Legal Excellence Week to March 14-18, 2022. 

If you are already registered, there’s no need for you to take any action at this time, your registration will automatically transfer to the new dates. If you are unable to attend the event on the new dates, please contact member services at or 410-685-7878 to cancel your registration and receive a refund.

We are excited and look forward to hosting Legal Excellence Week in the Spring both in-person and virtually. We will continue to share updates as we have them.


Join the Estates and Trusts Section on the Day 2 of MSBA Legal Excellence Week with the newest presentation of Advanced Estate Planning Institute on March 15, 2022 at 9 am!

This year’s program will feature expert analysis of new rules, regulations, and practice trends to help you plan for and protect your clients’ assets. Gain a deeper knowledge and understanding of the issues your clients care about at the Institute.

Experienced practitioners will discuss and analyze the following topics:

  • Uniform Partition of Heirs Property Act
  • Recent Developments in Federal Estate, Gift and Generation-Skipping Transfer Tax Law 
  • Potter v. Potter and Related Testamentary Disposition Issues 
  • The SAFE Act  and more!

Attend Your Way – Connect With Everyone

Join us in person at Live! Casino & Hotel in Arundel Mills, Maryland or attend 100% virtually via our MSBA Learn App.  No matter how you attend you can utilize the MSBA Learn App to find, connect, and chat with sponsors, presenters, and attendees.


Access Content for 90 days After the Event

We know you’re busy!  So if you can only join us for the morning or afternoon session, don’t worry!  You’ll have access to the entire Immigration Update for 90 days after the event to enjoy when you have a moment and when it’s most convenient for you.


Want More?

Check out the Legal Excellence Weekly Pass, for one low price you can access all 8 Programs & Conferences, plus special events like the A2JC VIP Event.  See details and savings HERE.


Safety is Our Priority

If you plan to attend this event in person, please note the MSBA follows the current CDC COVID-19 GuidanceMaryland regulations and executive orders pertaining to COVID-19, and any county-specific guidelines.  Further, MSBA follows any rules and/or guidelines outlined by the host venue. Guidance from these various resources changes often.  You will receive an email approximately seven (7) days prior to the scheduled event date with details related to any guidelines in place at that time.

If, on the day o the event, you feel unwell, are experiencing COVID-19 symptoms, or are COVID positive, please stay home.  We will happily convert your in-person registration to a virtual attendance option when you contact our Membership team at or 410-685-7878.

In-person attendees will be required to sign and accept the linked “Attendee Liability Waiver and Assumption of Risk” prior to admission to this event.



Course Level
Professional Area of Focus
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
View in Google Maps


Day 1

8:50 am
Welcome & Introductions

Jeffrey S. Glaser, Esq., Saul Ewing Arnstein & Lehr, LLP

Victoria Heyliger, Heyliger Law Offices, PLLC

9:00 am
Uniform Partition of Heirs Property Act

Shakisha A. Morgan, Esq., The Griffin Firm, PLLC

Jennifer Birchfield Goode, Esq., Birchstone Moore LLC

10:00 am
10:10 am
Recent Developments in Federal Estate, Gift and Generation-Skipping Transfer Tax Law

John P. Edgar, Esq., Baker Donelson

11:10 am
11:20 am
Potter v. Potter and Related Testamentary Disposition Issues

Nicholas J. Monteleone, Esq., Hidey, Coyle & Monteleone

12:10 pm
1:10 pm
Maryland Legislative Update

Christine W. Hubbard, Esq., Law Offices of Christine W. Hubbard, LLC

2:10 pm
2:20 pm
The SAFE Act

Michael W. Davis, Esq., Davis, Agnor, Rapaport & Skalny, LLC

Kelly M. Preteroti, Esq., Baker Donelson

May-Lis Manley, Esq., Landsman Law Group 


4:00 pm
Program Adjourns