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:

Megan A. Schaeffer, Esq.
7735 Old Georgetown Road, Suite 1100
Bethesda, MD 20814-6130
301-656-8850
mschaeffer@pasternakfidis.com

Rob Owings, J.D., CFP®, Co-Chair
Wells Fargo, N.A.
7 Saint Paul Street, 2nd Floor
Baltimore, Maryland 21202
Telephone: 443-977-8640
Robert.B.Owings@wellsfargo.com

Ober Kaler
100 Light Street
19th Floor
Baltimore, Maryland

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

2014-2015 Schedule
Meeting Time: 11:45am - 1:00 pm
Date Speaker Topic
October 16, 2014 Kelly Preteroti and Jim Edwards of Ober, Kaler Fiduciary Litigation
November 20, 2014    
December 18, 2014    
January 22, 2015    
February 19, 2015    
March 19, 2015    
April 16, 2015    
May 21, 2015    
June 18, 2015    
If you are interested in joining the study group, please complete the statement and by October 6, 2014, return to
Rob Owings, J.D., CFP®, Co-Chair
Wells Fargo, N.A.
7 Saint Paul Street, 5th Floor
Baltimore, Maryland 21202
Telephone: 443-977-8640
Robert.B.Owings@wellsfargo.com