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Advanced Estate Planning Institute


Join the MSBA Estates and Trust Law Section on Day 3 of the MSBA Legal Excellence Week as it presents its annual, signature event, The Advanced Estate Planning Institute on Thursday, November 17, 2022 at 8:30 am!

As always, this program will feature analysis of new laws, regulations, and advanced practice trends to help you plan for, and protect your clients’ assets. Topics to be covered this year include international estate planning, trust administration from the corporate trustee perspective, the intersection between family law and estate planning, the annual legislative update, and more! Scroll down for the faculty and agenda. 

With the Legal Excellence Weekly Pass, you can attend one program, or all programs, in person or virtually, with nearly 40 hours of Learning and Accredited CLE. Plus you can access all programs on-demand for 90 days after the event! See details and savings HERE. Legal Excellence Week is free for Passport Members!


COVID Guidelines & Protocols

The MSBA is committed to holding a safe event for all participants, and is following all CDC, Federal, State, and Local regulations, as well as venue requirements.  As of today, the MSBA encourages attendees to be vaccinated as the CDC notes this is the best way to avoid contracting COVID and preventing serious disease. 

In accordance with CDC guidelines, faculty or attendees that have tested positive for COVID within 5 days of their in-person presentation, are experiencing any symptoms consistent with COVID, including fever, cough, sore throat, new loss of taste or smell, or shortness of breath, should not attend the in-person event. If you’ve been exposed to someone with COVID within the ten days prior to LEW but are symptom free per the above criteria, we ask you to mask while in the venue. 

These guidelines may change if the CDC or other agencies, or the venue noted above change their recommendations.

Course Level
Professional Area of Focus
Estate and Trust Law
Elder Law
Disability Law
Tax Law
CLE Field of Study
Continuing Education Legal Credit
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
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Event Information
Nov 17, 2022
8:30 am - 4:00 pm EST
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
Total CLE Credits
In-Person + Webcast Live


Day 1

8:30 am
Trust Administration from the Perspective of the Corporate Trustee

Robert Magielnicki, Esq. and Regan Lonchena, Esq., United Bank Wealth Management

Lisa H.R. Hayes, Esq., Gordon Feinblatt LLC

10:00 am
10:15 am
The Intersection of Estate Planning and Family Law

Linda Ravdin, Esq. and Stephanie Perry, Esq., Pasternak & Fidis

11:15 am
11:30 am
Lucky Number 7: Traps for the Unwary in International Estate Planning

Sebastian Orozco Segrera, Esq., McDermott Will & Emery in WDC

12:30 pm
1:45 pm
Maryland Legislative Update

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

2:45 pm
3:00 pm
The Nuts and Bolts of Formula Clauses: Planning, Drafting, Reporting, and Defending Them

Megan Wernke, Esq. & Melissa Wiley, Esq., Caplin & Drysdale

4:00 pm
Program Adjourns


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Advanced Estate Planning Institute