What Trusts Should Clients be Doing Now that we Know the Election Results
This session will review timely information related to which trusts to choose based on the results of the 2020 Presidential Election.
Martin Shenkman, Shenkman Law
Annual Tax Update
This session will review recent developments on the Maryland and Federal laws and their impact on estate planning.
Beth Shapiro Kaufman and Megan Wernke, Caplin & Drysdale
Demystifying DNI and Section 67(g)
This session will clarify 2 fiduciary income Tax issues confronting practitioners.
Jeremiah W. Doyle, BNY Mellon
Retirement Planning After the SECURE & CARES Acts
Learn the wide-ranging consequences for income tax and estate planning from both recent laws.
Jordon Rosen, Belfint Lyons Shuman