Advanced Estate Planning Institute

Description

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.

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

The Intersection of Estate Planning and Family Law
Linda Ravdin, Esq. and Stephanie Perry, Esq., Pasternak & Fidis

Lucky Number 7: Traps for the Unwary in International Estate Planning
Sebastian Orozco Segrera, Esq., McDermott Will & Emery in WDC

Maryland Legislative Update
Christine W. Hubbard, Law Offices of Christine W. Hubbard, LLC

The Nuts and Bolts of Formula Clauses: Planning, Drafting, Reporting, and Defending Them
Megan Wernke, Esq. & Melissa Wiley, Esq., Caplin & Drysdale

Course Level
TBD
Professional Area of Focus
Estate and Trust Law
Elder Law
Disability Law
Ethics
Tax Law
CLE Field of Study
Continuing Education Legal Credit
5.5
Instructor(s)
Robert Magielnicki Regan Lonchena Lisa Hayes Linda Ravdin Stephanie Perry Sebastian Orozco Segrera Christine Hubbard Megan Wernke Melissa Wiley
Event Information
When
Available 24/7
Location
Online
Total CLE Credits
5.5
Format
On-Demand

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$199.00

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$249.00
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Advanced Estate Planning Institute