ANNE ARUNDEL ESTATE PLANNING COUNCIL

Anne Arundel Estate Planning Council Education Event 
 Implications of the New Tax Bill on Estate Planning

Join us on September 4 for an in-depth look at how recent changes in federal tax legislation may affect estate planning strategies. This timely and informative session is sponsored by HeimLantz, which is also providing one of our featured speakers.

Carter Heim (HeimLantz) and Frank Campbell (Sims & Campbell) will share their expert insights on the implications of the new tax bill recently passed by the current administration. Attendees will gain a better understanding of how the updated legislation could impact their clients' estate plans—and the advisors who support them.

September 4, 2025
6:00 - 8:00 P.M.
Ticket includes an open bar and hors d'oeuvre. Free for AAEPC members.

Click HERE to Register

Generously Sponsored by: 

HeimLantz CPAs and Advisors

About the Speakers

Carter Heim

With over 40 years of experience advising businesses, owners, and organizations, Carter Heim brings a comprehensive, interdisciplinary approach to planning and consulting. He specializes in executive team coaching, business growth strategy, estate and succession planning, and litigation support. Carter’s broad expertise includes income and estate taxation, business valuation, organizational development, and financial planning.

Frank Campbell

Frank Campbell is a seasoned estate planning attorney admitted to the Bars of Maryland, New York, and Virginia. He holds a Master of Laws in Taxation (LLM) and focuses exclusively on estate planning and administration, including tax-efficient strategies, trust structures, and charitable giving. A former Marine Corps Judge Advocate and General Counsel for the Special Inspector General for Iraq Reconstruction, Frank currently serves on the boards of the Anne Arundel Community College Foundation and chairs the Anne Arundel Medical Center Charitable Gift Planning Advisory Committee.

Thank you to our 2025 AAEPC Platimum Members: