Events


Five Stein Sperling estates and trusts attorneys will be speaking on estate planning to the Maryland Society of Accounting and Tax Professionals (MSATP) on Tuesday, June 21, 2016, in Towson, Maryland. 

Ann Jakabcin, Steve Widdes, Adam Abramowitz, Caroline Bonaviri and Micah Bonaviri will present on the following six topics:

  • Current Key Estate Planning Issues and Relevant Documents
  • What Accounting Professionals Should Know about Estate & Trust Administration in Maryland
  • The Importance of How Assets Are Titled in a Litigious Environment
  • Planning for and Around Portability in Light of the Larger Estate Tax Exemption
  • Planning for Second Marriages (including Prenuptial Agreements)
  • What the Accountant Needs to Consider for the Wealthy Client

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