Agenda / Content Covered

1. WHERE TO BEGIN? - AN OVERVIEW OF TRUSTS
   8:30 - 9:45 Written and Presented by Joseph M. Schnitzer in Timonium and Alan B. Frankle in Frederick
   
   1. Main Terms Defined
   2. Major Laws Governing Creation and Administration of Trusts
   3. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
   4. Revocable vs. Irrevocable
   5. Determining Your Client's Planning Needs
   6. Reasons for Drafting a Trust
   7. Deciding Which Type of Trust to Use
2. REVOCABLE LIVING TRUSTS
   10:00 - 11:05 Written by Joseph M. Schnitzer. Presented by Joseph M. Schnitzer in Timonium and Alan B. Frankle in Frederick.
   
   1. Traditional Estate Planning vs. Revocable Trust Planning
   2. Credit Shelter Trusts
   3. Marital Deduction Trusts
   4. Qualified Terminable Interest Trusts (QTIPs)
   5. Funding the Trust
   6. Drafting Tips and Samples
   7. Common Mistakes to Avoid
   8. Tax Consequences
3. TRUSTS USED FOR TAX REDUCTION
   11:05 - 12:15 Written and Presented by Glenn M. Anderson in Timonium and Frederick.
   
   1. Charitable Remainder Trusts
   2. Qualified Domestic Trusts
   3. Qualified Personal Residence Trusts (QPRTs)
   4. Defective Trusts
   5. Education Trusts for Children and Grandchildren
   6. Generation Skipping Trusts
   7. Funding the Trust
4. GRANTOR TRUSTS
   1:15 - 2:25 Written and Presented by Daryl J. Sidle in Timonium and Helen M. Whelan in Frederick.
   
   1. What Grantor Trusts are Used for
   2. Types of Grantor Trusts
   3. Provisions Triggering Grantor Trust Status
   4. Funding the Grantor Trust - Who is the Grantor?
   5. Drafting Tips and Samples
   6. Taxation Considerations - When to File the Return?
   7. Administrative Power
5. ESTATE PLANNING FOR THE DISABLED
   2:40 - 3:40 Written and Presented by Richard L. Adams in Timonium and May-Lis Manley in Frederick.
   
   1. The Types of Special Needs Trusts and Their Specific Purposes
   2. Who Can Be the Beneficiary
   3. Drafting Tips and Samples
6. ETHICAL CONSIDERATIONS
   3:40 - 4:40 Written and Presented by Richard L. Adams in Timonium and May-Lis Manley in Frederick.
   
   1. Who is Your Client?
   2. Confidentiality in Third Party Communications
   3. Assessing The Client's Capacity
   4. Avoiding Fraudulent Transfers

Accreditation Details:

RICHARD L. ADAMS is an attorney in Rosenberg Martin Greenberg, LLP’s wealth preservation group, focusing his practice in the areas of estate planning, elder law, Medicaid planning, estate, probate and trust administration, adult guardianship, and special needs planning. He has significant experience in his practice areas, having worked for almost 17 years in the legal field, ten of those years as a paralegal. Mr. Adams joined his firm as a paralegal, working full-time as he attended law school classes in the evening. He earned his J.D. degree from the University of Baltimore School of Law and his B.S. degree in gerontology and legal studies from the University of Maryland University College. Mr. Adams is a member of the Maryland State Bar Association (member, Estate & Trust Law Section, Elder Law & Disability Rights Section, and Young Lawyers Section), the LGBTQ Bar Association of Maryland, the National LGBT Bar Association, the Bar Association of Baltimore City, the Baltimore Estate Planning Council, and he is a former president and board advisor for the Maryland Association of Paralegals, Inc. (Timonium location)

GLENN M. ANDERSON is a principal in the law firm of Miller, Miller & Canby, Chartered, located in Rockville, where he focuses his practice in the areas of estate planning, estate and trust administration, business succession planning, general business practice, and a variety of tax matters. He is a frequent lecturer in county, state, and national continuing education programs on estate planning, business, and tax matters for attorneys, accountants, and small business owners. Mr. Anderson also has written numerous articles for a variety of legal and accounting publications. He is a member of the Bar Association of Montgomery County, the Maryland State and American bar associations, The Florida Bar, the American Association of Attorneys-Certified Public Accountants, the Maryland Society of Accountants, and the National Society of Tax Professionals. Mr. Anderson is licensed to practice law in Maryland and Florida, and is a licensed CPA in Maryland. He earned his B.S. degree from Towson State University, his M.B.A degree from the University of Baltimore, and his J.D. degree from the University of Baltimore. (Timonium and Frederick locations)

ALAN B. FRANKLE is a sole practitioner in Rockville, Maryland. He practices in the areas of estate planning, wills, trusts, estate administration, and business law. Mr. Frankle is admitted in both the District of Columbia and Maryland. He is a member of the District of Columbia, Maryland State and American bar associations. In addition to his professional skills, Mr. Frankle is a member (currently chairman) of the Board of Appeals for the City of Rockville, Maryland, and is a member of the Board of Directors of the B’nai B’rith Homecrest House (senior living facility) in Silver Spring, Maryland. He provides pro bono services to residents of the Lisner-Louise-Hurt-Dickson Home in Washington, D.C. Mr. Frankle earned his B.A. degree from the University of Maryland and his J.D. degree from Georgetown University. (Frederick location)

MAY-LIS MANLEY is an attorney with Landsman Law Group, where her areas of practice include elder law, Medicaid, guardianship, and special needs trusts. She is admitted to practice in Maryland and Washington D.C. Ms. Manley is a member of the Special Needs Alliance, the Maryland State Bar Association, and the District of Columbia Bar Association. She earned her B.A. degree from Boston College and her J.D. degree from the University of Maryland School of Law. (Frederick location)

JOSEPH M. SCHNITZER is a managing member of the Baltimore firm of Schnitzer & Hymer, L.L.C., where he practices in the areas of business entities, taxation, estates, trusts and healthcare law. He has lectured for the MICPEL, Maryland Association of CPAs and other business groups on the topics of limited liability companies, the representation of healthcare providers and choice of business entities, and various estate planning topics. Mr. Schnitzer is a contributing writer and editor of Maryland Limited Liability Company Forms and Practice Manual, Data Trace Legal Publishing. He is a certified public accountant in Maryland. Mr. Schnitzer is a member of the Bar Association of Baltimore County, the Maryland State Bar Association (member, Special Joint Committee on Maryland Limited Liability Company Act and Tax Section) and the Baltimore Estate Planning Council. He earned his B.S. degree from Towson State University and his J.D. degree from the University of Baltimore School of Law. (Timonium location)

DARYL J. SIDLE is an attorney with the Baltimore law firm of Baxter Baker Sidle Conn & Jones, P.A., where he practices in the areas of tax, business and estate planning, mergers and acquisitions, and limited liability company law. He has written and co-written numerous articles on such topics as buy-sell agreements, taxation and limited liability company law, and is a co-writer and co-editor of the Maryland Limited Liability Company Forms and Practice Manual, Data Trace Legal Publishers, 1993. Mr. Sidle has served as an instructor at the Johns Hopkins University School of Continuing Studies since 1989, and he spoke for the Maryland Institute of Continuing Professional Education for Lawyers in 1992. He earned his B.A. degree, with honors, from Johns Hopkins University; his M.A. degree from Princeton University; and his J.D. degree, with honors, from the University of Maryland. Mr. Sidle is a member of the Bar Association of Baltimore City, the Maryland State Bar Association (member, Special Joint Committee on Maryland Limited Liability Company Act; Tax Section; Section Council), and the American Bar Association (member, S Corporations Committee, Tax Section). (Timonium location)

HELEN M. WHELAN is a partner with Landsman Law Group, where she works with families to meet their goals and carefully plans how their estate plan will be implemented both during their lifetime and after their death. Ms. Whelan counsels clients about elder law issues, including Medicaid qualification and asset protection, and also administers estates and trusts. She is a member of the American Association of Attorney-Certified Public Accountants and the National Academy of Elder Law Attorneys. Ms. Whelan has been accredited by the Department of Veterans Affairs in veterans’ benefits. She is a certified public accountant and received her J.D. degree from the Catholic University of America, Columbus School of Law, and her LL.M. degree from Georgetown University Law Center. (Frederick location)