Estate and Trust Law

CHAIR:

EVENTS AND CLE:

Mary Beth Beattie
109 N Adams St.
Rockville, MD 20850-2234
P: (301) 309-3719
E: mbb@mbbeattie.com

Section Dues: $15.00 per year

Annual Spring Dinner and Program
Wednesday, May 7, 2014
6:00 pm - Cocktails (cash bar)
6:45 pm - Dinner & Program
Topic: From Living Wills to MOLST: The Shifting Terrain of Health Care Decision Making
Speaker: Jack Schwartz, Esquire
Cost: $75.00 per person
Turf Valley, Waterford Room, 2700 Turf Valley Road, Ellicott City, Maryland 21042
Flyer/Reservation Form

Estate and Gift Tax Study Group:

Ober Kaler in Baltimore and Shulman Rogers in Potomac
11:45 am- 1:15 pm


March 20, 2014
April 17, 2014
May 15, 2014
June 20, 2014

Study Group Dues/Registration Form


LATEST DOCUMENTS:

Sample Maryland Statutory Form Personal Financial Power of Attorney - Updated for 2012 Changes
Sample Maryland Statutory Form Limited Power of Attorney - Updated for 2012 Changes


MEDIA:

Winter 2013 Newsletter

- Reality Bites 15.0
- How ART Affects Our Estates & Trusts Practice
- Highlights from the 2013 Advanced Estate Planning Institute
- Maryland Caselaw Developments

Spring 2013 Newsletter

- Reality Bites 14.0
- Commission Rates of Trustees in Judicial Sales
- Highlights from the 47th Annual Heckerling Institute on Estate Planning
- 2012 Advanced Tax Institute Conference

Reality Bytes

A personal view on technology
in society and the legal profession.

Winter 2012 Newsletter

- Maryland Caselaw Developments
- 2012 Advanced Estate Planning Institute
- Estate and Gift Tax Implications of Same-Sex Marriage Legislation
- Whose Money is it Anyway?


PURPOSE:

The purposes of this Section are to bring together for furtherance of their mutual interest members of the Maryland State Bar Association interested in the areas of estate and trust law; to promote the continuing legal education of the bar in the area of estate and trust law; to sponsor publications for the benefit of the bar and public; to work on a cooperative basis to improve the law, and generally to promote the interests and welfare of the public and members of the bar in the areas of estate and trust law.

Section Dues: $15.00 per year


2012/2013 ANNUAL REPORT:

This Section continues its work with the General Assembly in proposing, reviewing, and testifying on legislation that affects the practice of estates and trusts law in Maryland. Its Section Council has been working to codify Maryland trust law into a comprehensive trust act and to clarify the law concerning inheritance by posthumously conceived children. The Section also worked to expand the availability of modified administration and protect trust assets from claims of a grantor’s creditors in limited circumstances, and held periodic meetings with the Registers of Wills, Orphans’ Court judges, Comptroller’s Office, and Attorney General’s Office to review common concerns regarding legislative developments, estate and inheritance tax matters, guardianships, and estate and trust administration. It continued its educational programs, including its newsletter, the Advance Estate Planning Institute, the Advanced Tax Institute and numerous CLE and study group programs.


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