BEPC Education Program: Heads I Win, Tails You Lose: Advising the Wealthy in Times of Change & Pressing the Do-Over Button: Strategies for Modifying Wills and Trusts after Formation

Date: Tuesday, December 5, 2023
Time: 7:00am - 10:00am
Location: DoubleTree by Hilton Baltimore North Pikesville - 1726 Reisterstown Rd, Pikesville, MD 21208
Speaker: Joshua Rubenstein

CFP Credit Approved

Sponsored by PNC Private Bank

07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program

ABOUT THE PROGRAM: Observations on how difficult it has become to do estate planning and wealth preservation for clients when the rules change constantly. It covers tax changes here and abroad (as they impact one another), enforcement changes leading to new reporting requirements, changes in access to information, changes in the nature of families, and changes in the frequency of intra-family litigation, then reviews what changes are likely in transition, which will return to "normal," and which changes are here to stay -- and how best to advise in the meantime.

Learning Objectives:
- Understanding what motivates and concerns high net worth individuals
- Understanding the reasons for the changes we are all confronting
- Understanding what “should” work as opposed to what “does” work
- Navigating safely in the midst of uncertainty

ABOUT THE SPEAKER: In his widely respected practice, Joshua Rubenstein, national chair of the firm's Private Wealth practice, brings a variety of important services under one roof for high-net-worth individuals. He offers integrated planning, administration and litigation counseling for individuals, their estates and their businesses, all of it designed to preserve wealth over generations. His advice stretches as far as his clients' financial interests – locally, nationally and globally. 
Practice Focus:
- Estate, personal and tax planning
- Estate, trust and entity administration
- Resolving estate, trust, family and tax disputes in state, federal and foreign courts
- Cross-border trust and estate issues

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, December  1, 2023.

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