Estate and Trust Law


Estate and Gift Tax Study Group

Members of the MSBA Section of Estates & Trusts are invited to attend monthly meetings of the Estate and Gift Tax Study Group. The Study Group generally meets on the third Thursday of each month.

Contact: Locations:

Brian R. Della Rocca, Esquire, Co-Chair
Della Rocca Law, LLC
600 Jefferson Plaza, Suite 402
Rockville, Maryland 20852
Telephone: 301-637-2889
Fax: 240-238-9881
brian@dellaroccalaw.com

Danielle M. Cruttenden, Esquire, Co-Chair
Merrill, Cruttenden & Collinson, P.A.
1410 Forest Drive, Suite 32
Annapolis, Maryland 21403
Telephone: 410-268-0006
Fax: 410-269-5126
danielle@merrillaw.com

Ober Kaler
100 Light Street,
Baltimore, Maryland

Shulman Rogers
12505 Park Potomac Avenue
6th Floor
Potomac, Maryland

2012-2013 Schedule
Meeting Time: 11:45am - 1:00 pm
Date Speaker Topic
October 18, 2012 Michael DiMayo
Oxford Research Group
Insurance Captives & Estate Planning
November 15, 2012 JoRhea Nagel Wright
Law Office of Charles T. Capute, LLC
Estate Planning for Farming Clients
December 20, 2012 Michael Kitces
Pinnacle Advisory Group
Estate & Income Tax Update
January 24, 2013 Ronald Stramberg, ASA & Douglas Braunstein
JD Klaus, Thomson & Schroeder, Inc.
Valuation Issues in Estate Planning & Estate Tax
February 21, 2013    
March 21, 2013    
April 18, 2013    
May 16, 2013    
June 20, 2013    
If you are interested in joining the study group, please complete the statement and return to
Danielle M. Cruttenden, Esquire
Merrill, Cruttenden & Collinson, P.A.
1410 Forest Drive, Suite 32
Annapolis, MD 21403