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12/01/15


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Steve Widdes presents “The New Estate Plan – Throw Out the Baby or Just Use New Bathwater?”

Date: December 1, 2015

Time: 7:45am - 9:00am

Speaker(s): Steven A. Widdes

Event Type: Speaking Engagement

Sponsored By: Charles E. Smith Jewish Day School

Location: Charles E. Smith Jewish Day School, Annette M. and Theodore N. Lerner Family Upper School Campus, Rockville, Maryland 20852

Stein Sperling Estates and Trusts lawyer Steve Widdes will be featured at the Charles E. Smith Jewish Day School's Professional Advisory Continuing Education Seminar Series. Steve will present "The New Estate Plan – Throw Out the Baby or Just Use New Bathwater?" on Tuesday, December 1, in Rockville, Maryland.

Topics will include:

  • The new Maryland Trust Act and some traps for the unwary.
  • Potential reverse estate planning in light of the new laws.
  • Consideration of long term trusts to protect family members against divorce and outside creditors.
  • Consideration of additional trust terms to maximize income tax benefits

The seminar qualifies for continuing education for lawyers and CPAs in Maryland, D.C. and Virginia and for CFP professionals.

Register

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