Complex Tax Issues in Estate Planning – Advanced Tax Institute 2021

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

Diminished Capacity
This session will review the estate planning issues related to diminished capacity. How best to avoid Guardianship and review the tax implications for a disabled client.
Elizabeth Green, PK Law

Stretch IRA Planning
A review of this planning strategy and whom this may benefit for estate planning purposes and along with the potential tax benefits.
Kevin Bress, PK Law

Digital Assets & Cryptocurrency their Fiduciary Responsibilities
This session will review the responsibilities to manage assets when they take the form of cryptocurrency and other digital assets as well as avoiding unnecessary tax implications.