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