Advanced Estate Planning Institute


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!

5.5 hours of CLE credit will be offered by the surrounding MCLE states along with 5.5 general credits by the National Federation of Paralegal Associations Inc. (NFPA).


Safety is Our Priority

In light of the surge of COVID cases and hospitalizations across Maryland and beyond, the MSBA has made the difficult decision to hold Legal Excellence Week and all related programs 100% virtually.

Attend Your Way – Connect With Everyone

Access everything this program has to offer from theMSBA Learn App.  Attend sessions, participate in polls, and find, connect, and chat with sponsors, presenters, and attendees.

Plus, you can access all of the content  for up to 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 Advanced Real Property Institute 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 Programs & Conferences.  See details and savings HERE.

Missing in person?

Course Level
Professional Area of Focus
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
Event Information
Mar 15, 2022
9:00 am - 4:30 pm EDT
Total CLE Credits


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. 


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