Advanced Estate Planning Institute
Join leading Maryland practitioners for the 2026 Advanced Estate Planning Institute, on Tuesday, May 12, 2026, 9:00 a.m. This comprehensive CLE program designed for experienced and developing estate and trust law professionals seeking in-depth analysis of emerging issues, legislative developments, and advanced planning techniques.
This year's program will feature unique, timely, and practical sessions on estate planning for nonparents, a Maryland legislative update, insights from the Task Force to Study Fiduciary Adjudication in Maryland, techniques and best practices for modifying irrevocable trusts, premarital agreements from an estate planning and family law perspective, and ethics.
Don't miss the Estate & Trust Law Section's signature CLE program.
MEMBER: $249 | NON-MEMBER: $299
5.5 (1.0 ethics) hours of credit will be offered for surrounding MCLE states
Agenda
8:30 a.m. – 9:00 a.m. Check-in and continental breakfast
9:00 a.m. – 9:05 a.m. Welcome & Introductions
9:05 a.m. - 10:00 a.m. The Swiss Army Knife of Marital Harmony: Drafting Prenups That Protect Legacies and Build Trust | Sarah Broder, Esq., FisherBroyles, LLP
10:00 a.m. - 11:00 p.m. Beyond Bloodlines: Planning for Nonparents | Jennifer Goode, Esq., Bernstein Private Wealth Management
11:00 a.m. - 11:15 a.m. Break
11:15 a.m. - 12:15 p.m. Ethics in Estate Planning | Thomas Degonia, II, Esq., Bar Counsel for Attorney Grievance Commission
12:15 p.m. - 1:15 p.m. Lunch
1:15 p.m. - 2:15 p.m. When “Irrevocable” Isn’t Final: Modern Approaches to Trust Modification | Emily Plocki, Esq., Venable LLP and A.K. Moody, Esq. BNY Wealth
2:15 p.m. - 3:00 p.m. Maryland Trust & Estate Legislative Update| Todd Bornstein, Esq., Selzer Gurvitch
3:00 p.m. - 3:15 p.m. Break
3:15 p.m. - 4:00 p.m. Update from the Task Force to Study Fiduciary Adjudication in Maryland | Kelly Preteroti, Esq., Baker, Donelson, Bearman, Caldwell & Berkowitz, PC and Jonathan Lasley, Esq.
4:00 p.m. Program Adjourns
Unable to attend the live program? The program will be recorded and available on-demand within ten days of the live program. Pre-purchase the on-demand program today!
The Maryland State Bar Association (MSBA) is committed to making its online and in-person services, products, and events accessible to everyone, including people with disabilities. To request an accommodation, please complete this Form.
Thanks to our event sponsors:
MEMBER: $249 | NON-MEMBER: $299
Registration
Registration is closed.