BALTIMORE ESTATE PLANNING COUNCIL

CFP Credit Approved
MD Insurance Credit Pending

Sponsored by Glenmede Trust Company

AGENDA
07:00 - 08:00 Breakfast and Networking (for those attending in-person)
08:00 - 10:00 Program

ABOUT THE PROGRAM: Estate Planning Options in the Face of Today’s Legislative, Inflationary and Interest Rate Environment

Today’s legislative, inflationary and interest rate environment presents clients with planning challenges and concerns.  We will discuss important ways in which life insurance combined with estate planning techniques can effectively address some of these client concerns; and how the current interest rate environment has dramatically shifted which planning strategies may be most favorable in funding irrevocable trusts.  We will also address some planning strategies to consider after the Secure Act and Secure Act 2.0.

Core Learning Objectives: 

• Understand primary client concerns in the current legislative and macroeconomic environment, and how clients can use life insurance planning to address those concerns
• Review options for how Irrevocable Life Insurance Trusts (“ILITs”) are funded, and understand how rising interest rates have shifted preferred planning designs for many clients
• Core planning opportunities with life insurance after the Secure Act and Secure Act 2.0

ABOUT THE SPEAKER: John Snider II is AVP and Associate Counsel with the Advanced Markets Group. In his
current position, John provides advanced life insurance, tax, estate planning, business planning, and charitable planning expertise to home office employees, field personnel, producers and advisors.

Before joining John Hancock, John was in private practice in the Kansas City area with a major nationally recognized law firm where he concentrated his practice on estate planning, business planning, and charitable planning for moderate and high-net-worth individuals and entities. John was one of the founding members of the Advanced Markets team. With more than 30 years of experience, he has served the insurance profession as an Advanced Markets attorney for John Hancock, Manulife Financial, and two other insurance carriers. His prior experience includes point of sale support. John lives in Kansas City, Missouri.

John received his Bachelor of Arts degree, summa cum laude, in Economics, Business Administration and Religious Studies, completing three majors in four years and graduating first in his class from Graceland College (now University) in Iowa. John received his Juris Doctor degree from the University of Kansas School of Law where he was elected by the faculty into the Order of the Coif.

Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.

Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, January 19, 2024.