Johns Hopkins All Children's Foundation

Annual Estate Planning Seminar

Each year, the Estate, Tax, Legal and Financial Planning Seminar provides up to seven hours of continuing education for attorneys, licensed insurance underwriters, certified public accountants, certified financial planners, bankers and trust officers.

Save the Date: February 11, 2021

7:45 a.m.- 4:15 p.m.

Location: To Be Determined
A virtual option will be available
 

Event Description

We will apply for continuing education credits for the following designations: Attorney, CFP, CIMA, CPWA, CPA, and CTFA as well as several from The American College Professional Recertification Program. We will also apply for CE credits in the areas of Generic, Life, Health, and Variable Insurance. 
 

2021 Event and Registration

Event and registration details are being finalized and will be shared soon.  

 

2020 Seminar Sessions

Recorded presenations can be viewed by clicking on the topic name. 
 
SESSION SPEAKER TOPIC
Welcome Jenine Rabin, Executive Vice President, Johns Hopkins All Children's Foundation Opening Remarks & Welcome
   
Session 1 Jonathan Blattmachr, J.D., LL.M Current Development in Asset Protection: Building a New Form in Asset Protection Trust
   
Session 2 Sharon Klein, J.D., LL.M. Pre-and Post-Marital Planning for Marriage, Divorce and Asset Protection: Keeping Separate Property
   
Session 3 Lester Law, J.D., LL.M. I’m All About That Basis
   
Session 4 Bruce Stone, J.D. Using Pot Trusts in Estate Planning: Pay Me Now or Pay Me Later

LUNCH
 
12:30 – 1:20 pm                                Lunch Presentation 
Session 5 Jere Doyle, J.D., LL.M. Post Mortem Tax and Estate Planning
   
Session 6 Howard Zaritsky, J.D., LL.M.. The Year in Review: An Estate Planner's Perspective of Recent Tax Developments  
   
Session 7 Jerome M. “Jerry”
Hesch, Esq.
Income Tax and Estate Tax Planning Techniques You May Not Be Familiar With
Closing Remarks         Final Announcements and Closing Remarks

Questions or Credentialing

If you have questions about seminar registration or credentialing, please contact the Planned Giving Team at ACHSeminar@jhmi.edu

Corporate Sponsorships

Corporate sponsorship opportunities are available. For information on sponsoring the seminar, please contact the Corporate Engagement Team at achcorpengagement@jhmi.edu.


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