Date: Thursday, February 20, 2020
Time: 6:00pm - 8:00pm
Location: Graduate Annapolis* 126 West Street, Annapolis, MD
Speaker: Jonathan G. Lasley, Esquire Stewart, Plant & Blumenthal, LLC
In October of this year, Maryland will join the ranks of states with an “augmented estate” approach to calculating the spousal elective share. This new law requires attorneys and financial professionals to adjust their thinking with respect to a surviving spouse’s rights and opens new planning opportunities for both spouses. In this presentation, Jon Lasley will review the act’s major provisions, provide examples illustrating the new elective share formula, and offer some thoughts on the planning opportunities it affords.