2017 Advanced Estate Planning Institute
Tuesday, May 23, 2016
9:00 a.m. – 4:00 p.m.
Sheraton Hotel, Columbia, MD
5.5 CLE Credits
8:30 a.m. – 8:55 a.m.
Registration and Continental Breakfast
8:55 a.m. – 9:00 a.m.
Welcome & Introductions
9:00 a.m. –10:20 a.m.
Water Cooler Whispers: Disclosure of a Corporate Trustee’s Drafting Preferences and Operations
Thomas Harrison, Chief Fiduciary Trust Officer Sandy Spring Trust
Gregory Pearce, Vice-President, Sandy Spring Trust
10:20 a.m. – 10:35 a.m.
10:35 a.m. – 12:00 p.m.
Howard Zaritsky, JD, LL.M.
12:00 p.m. – 1:00 p.m.
1:00 p.m. – 1:30 p.m.
Maryland Legislative Update
Mary Alice Smolarek, Esq.
Wright, Constable & Skeen, LLP
1:30 p.m.-2:30 p.m.
A Primer on Grantor Retained Interest Trusts (GRATS)
Brian Della Rocca, Esq.
Kuwamura Della Rocca Law Group, P.A.
2:30 p.m.-2:45 p.m.
2:45 p.m. – 4:00 p.m.
Partnership Freeze as an Alternative to a GRAT or SIDGT
Lawrence Macklin, Wealth Strategist U.S. Trust
Adjourn and turn in Evaluations
AEPI Planning Committee:
Danielle M. Cruttenden, Esq. Program Chair, McNamee Hosea Attorneys & Advisors