BEPC Education Program - Digital Assets
CFP CE 2 HOUR - pending
Sponsored by PNC Private Bank
AGENDA
07:00 - 08:00 Breakfast and Networking (for those attending in-person)
08:00 - 10:00 Program
ABOUT THE PROGRAM: Digital Assets
ABOUT THE SPEAKER:
Tiffany McKenzie is a partner with Harrison and Held, LLP in Atlanta, Georgia. Ms. McKenzie focuses her practice on estate planning and administration, family wealth transfer tax planning, succession planning, and fiduciary litigation.
Ms. McKenzie assists clients with their pre-death estate planning and wealth preservation through the creation of wills, revocable trusts, irrevocable trusts (including irrevocable insurance trusts, intentionally defective irrevocable grantor trusts, qualified personal residence trusts, grantor retained annuity trusts, private annuity sales to grantor trusts and installment sale transactions to grantor trusts), and the use of lifetime gifting. Ms. McKenzie has helped clients further their charitable inclinations by creating charitable trusts and charitable foundations.
In addition, Ms. McKenzie helps financial institutions and individuals navigate a wide range of fiduciary disputes, including trust, estate, and probate disputes. Ms. McKenzie is an elected Fellow in The American College of Trust and Estate Counsel (ACTEC).
Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two educational meetings annually.
Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Monday, May 8, 2023.
