CHAIR:

EVENTS AND CLE:

Deborah A. Cohn
4800 Hampden Ln. Ste 700
Bethesda,MD 20814
P: (301) 951-9341
F: (301) 654-0165
E:dcohn@paleyrothman.com

Advanced Estate Planning Institute
Wednesday, May 29, 2013 | 8:30am - 1:00pm
Sheraton Columbia Town Center Hotel
10207 Wincopin Circle, Columbia, MD 21044
Details

MSBA Annual Meeting Section Program:
Modern Family: Estate Planning & Probate Issues for Families with Children Born Through Assisted Reproduced Technology
Friday, June 14, 2013 | 8:00 am - 10:30 am
Register today!

Estate and Gift Tax Study Group
Baltimore (Ober/Kaler) and Potomac (Shulman, Rogers), MD
11:45 a.m. – 1:00 p.m.
- June 20, 2013

ANNOUNCEMENTS:

Notice from Frederick County: Register of Wills
(posted 2-3-11)

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 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?

Spring 2012 Newsletter

- Heckerling 2012
- 2011 Advanced Tax Institute
- Commission Rates of Trustees in Judicial Sales
- Reality Bytes 13.0

Reality Bytes

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

Winter 2011 Newsletter

- Notes from the Chair
- 2010 Advanced Estate Planning Insitute
- Reality Bytes 12.0
- Maryland Caselaw Developments

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: $10.00 per year

2011/2012 ANNUAL REPORT:

This Section commented on, or assisted with, numerous legislative items in the estate and trust law area, primarily the proposed Maryland Trust Code (co-sponsored with the Maryland Bankers Association), and also including codification of the Slayer’s Rule, defining funeral expenses, updating provisions of the Principal & Income Act, and increasing the small estate eligibility threshold. It conducted a survey of the commission rates charged by trustees in judicial sales across the state and will publish the results. The Section also met regularly with representatives of the Maryland Association of Judges of the Orphans’ Court and the Registers of Wills to study and pursue legislation and other matters of interest to the practice of estate and trust law. It supported a series of CLE courses and will present a program at the MSBA Annual Meeting.