August 2nd: Understanding Trusts, Wills, and Powers of Attorney

On August 2nd, 2016, we hosted a special educational opportunity, where attendees learned about the operation of a trust during life, disability and death. We covered topics like:

  1. Is a Living Trust revocable or irrevocable?
  2. What’s the difference between a Testamentary Trust and a Living Trust?
  3. Changes that have been made to estate law, including:
    • Federal HIPPA regulations (regarding the disclosure of medical information) and what that could mean to your health care directives.
    • The current Maryland Estate Tax exemption amount and how that may affect your heirs
    • How the Marital (A) and Family (B) Trust works
    • The new Maryland Statutory form