New Maryland Laws Affecting Estate Planning & Managing Trusts in Today’s Environment
The Anne Arundel Estate Planning Council, in partnership with the Community Foundation of Anne Arundel County, is hosting an educational and networking event for local wealth planning professionals.
September 10, 2014, 5:30-7:30 pm
Doubletree Hotel, 210 Holiday Court, Annapolis
Cocktails and hors d’oeuvres will be served
New MD Laws Affecting Estate Planning: Learn how the new Maryland estate tax exemption laws and the new Maryland Trust Act are affecting estate and wealth planning. This presentation will cover what you need to know about these important new laws. Presented by: Danielle M. Cruttenden, Esquire, of Merrill, Cruttenden & Collinson
The Mad, Mad, Mad World of Managing Trusts in Today’s Environment: Learn the framework for properly aligning investment, distribution, and tax policies for trusts in light of the current market environment, substantially increased income tax rates and beneficiaries living longer than ever before. You will learn methods for balancing and measuring the tradeoffs when making these important policy decisions. Presented by: Travis A. Allen, Senior Portfolio Manager and Director, Bernstein Global Wealth Management and Brad M. Hawkins, Vice President and Financial Advisor, Bernstein Global Wealth Management
About Anne Arundel Estate Planning Council: With organizing support from the Community Foundation of Anne Arundel County, the Anne Arundel Estate Planning Council was created in 2012 by a group of tax, legal, insurance, and financial advisors as a local alternative to similar councils in Baltimore and D.C. The Council’s mission is to provide opportunities for wealth planning professionals from various disciplines to interact, share ideas and build relationships that will allow them to better serve their clients and the community. The Council provides periodic educational programs and networking events for professional advisors.