May AAEPC Education Event - Maryland’s New Trust Decanting Act

Date: Thursday, May 2, 2024
Time: 6:00pm - 8:00pm
Location: Annapolis Waterfront Hotel
Speaker: Sarah H. B. Kahl, Partner at Venable, LLP


Maryland’s New Trust Decanting Act

Join us for an insightful session on Maryland’s New Trust Decanting Act presented by Sarah H. B. Kahl, Partner at Venable, LLP. The program will address three practical issues raised by the new law:

  • Part 1: Key Provisions of Maryland’s New Trust Decanting Act. Participants will gain understanding of when the statute allows a trustee to modify a trust through decanting and which terms may or may not be changed.
  • Part 2: Tax Considerations. This segment will focus on the income, gift, and generation-skipping transfer tax consequences that trustees should consider before decanting.
  • Part 3: Decanting in Practice. Participants will delve into practical aspects of decanting such as whether to retitle assets, which documents to prepare, and whether to obtain a new EIN. Common fact patterns will be explored through examples.

Sarah specializes in tax and estate planning for individuals and families, bringing extensive expertise to the table. As a fellow of the American College of Trust and Estate Council (ACTEC) and the current chair of the Maryland State Bar Association (MSBA) Estate and Trust Law Section, Sarah's insights are invaluable. Don't miss this opportunity to stay informed and engaged. We look forward to seeing you there!

May 2, 2024
6:00 - 8:00 P.M.
Annapolis Waterfront Hotel
80 Compromise Street, Annapolis, MD 21401

Ticket includes an open bar and hors d'oeuvre. Free for AAEPC members.

Click HERE to Register

Generously Sponsored by:

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