Advanced Estate Planning Training Series
Inheritance Taxes
K. Alice Young, Esq.
Nusinov Smith, LLP
Learn how Maryland inheritance tax works, including who is subject to the tax, who qualifies for exemptions, and how probate and non-probate assets are treated. This session provides practical guidance on calculating inheritance tax, understanding estate distributions, and navigating the Register of Wills process.
Do I Need a Trust?
Jake Polivka, Esq.
Frost Law
Explore the role trusts can play in an estate plan and learn when a trust may—or may not—be the right tool for your goals. This session covers trusts versus wills, probate avoidance, protecting beneficiaries, planning for incapacity, tax considerations, and practical alternatives to trusts.
Medicaid Planning
Nicole R. Hewitt, Esq.
HWK Law Group
May-Lis Manley, Esq.
Landsman Law Group
Gain a practical understanding of Medicaid eligibility, long-term care planning, and strategies for protecting assets while preserving access to benefits. This session covers Medicaid rules and common misconceptions, the five-year look-back period, planning for long-term care, and special needs trusts and other tools that can help beneficiaries with disabilities maintain important public benefits.
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