An Analysis of Proposals Using Life Insurance

Date: Thursday, February 3, 2022
Time: 8:00am - 9:00am
Location: Zoom
Speaker: Lawrence J. Macklin, CPA, Esq., AEP®

CE 1 Hour (MD Insurance) - Pending
This is a Council Member Event Only


ABOUT THE PROGRAM:
An Analysis of Proposals Using Life Insurance:

- WHAT WORKS

- WHAT MAY NOT BE AS EFFECTIVE AS PROMOTED

- WHAT DOES NOT WORK

 

ABOUT THE SPEAKER: Lawrence J. Macklin is a Managing Director and Wealth Strategist at Bank of America Private Bank. In this role, Larry coordinates the development and delivery of innovative strategies for high-net-worth individuals and families helping them pursue their goals in financial and estate planning, insurance, risk management, wealth transfer, intergenerational planning, business succession, pre- and post-liquidity event strategies, and philanthropy. Larry also collaborates with the client’s team of advisors and conducts periodic reviews to help clients monitor progress.

 

Larry began his tax and estate planning career in 1982. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 1994, Larry was a tax and estate planning attorney with Venable LLP, a national law firm, and a Tax Manager with Price Waterhouse.

Larry received his B.S. in accounting from the University of Maryland and earned a juris doctorate from the University of Maryland School of Law in Baltimore. He is a member of the Maryland state bar, a Certified Public Accountant, and is an Accredited Estate Planner® (AEP®) designee.

Larry is a past President of the Baltimore Estate Planning Council and is currently on the Board of the National Association of Estate Planners and Councils (NAEPC). He is a frequent speaker at estate planning councils around the country and recently spoke at the Notre Dame Tax & Estate Planning Institute. 


*Note: Larry does not provide legal or tax advice in his current role at Bank of America Private Bank.

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