Estate Planning in the Post-Pandemic World - Round Robin Discussion and Virtual Meet Up

Date: Thursday, April 22, 2021
Time: 5:00pm - 6:15pm
Location: Via Zoom
Speaker: Andre McDonald, Jennifer McManus, Paul Snyder, Beverly White-Seals

Registered for this event? Login now to view additional event details.

ABOUT THE PROGRAM
Join us for a round-robin discussion on how planners in various disciplines are beginning to contemplate their practices post-pandemic. Discuss the discovery of "silver linings" that will be continued, as well as practices that will revert to pre-pandemic standards. All attendees will hear a timely update on potential tax law changes. Then participants will rotate through four smaller interactive groups to hear from professionals and discuss issues encountered during the pandemic as well as looking ahead.

  • The new normal in estate planning practices
  • Potential tax law changes in 2021
  • Community crisis solutions
  • Work-Life balance

The event will give you an opportunity to connect with Council members and their guests for informal conversation. Participants are encouraged to have happy hour libations and snacks on hand during the session.

There is no charge for this event, however we ask that you make a $25 donation that will be combined with others for a Council contribution to the Howard County Food Bank/Community Action Council.

DETAILS

  • The program will be held via zoom. Participant audio and video will be live.
  • Instructions and zoom registration email will be sent on prior to the event.
  • Members may invite a guest who may attend at no charge.
     

‚ÄčABOUT THE FACILITATORS 
Andre O. McDonald is the founder and principal attorney at McDonald Law Firm, LLC. Mr. McDonald’s practice is focus in the areas of estate planning, special-needs planning, and Medicaid Planning. Mr. McDonald’s experience includes simple and complex estate planning strategies, State and Federal estate tax mitigation strategies, asset protection strategies, Maryland Medical Assistance Planning (Medicaid planning), probate and trust administration, adult guardianship, and Circuit Court and Orphans’ Court practice. Since Mr. McDonald was admitted to the Maryland Bar, in addition to managing a successful law practice, he has served as a volunteer attorney with the Pro Bono Resource Center of Maryland and the Bar Association of Baltimore City – Senior Legal Services, where he has helped Maryland low-income seniors with their estate planning needs. Mr. McDonald was appointed by Governor Larry Hogan, Jr. to serve on the Virginia I. Jones Alzheimer’s and Related Disorders Council.

Jennifer McManus has worked in the field of estate planning for more than a decade. Shortly after starting law school, Jen began work as a law clerk for a small estate planning firm in Howard county and quickly found her career passion. She has expanded her practice over the years to include special needs planning, asset protection planning, advanced tax planning, premarital agreements and the administration of estates and trusts. Jen has cultivated her expertise and skill set exclusively in this area of law so she can offer each client multiple planning strategies to accomplish their goals.

Paul Snyder is a strategic advisors at Brown Advisory. He provides thoughtful advice to individuals and families with respect to their estate and trust planning needs. Additionally, Paul counsels clients in the areas of income and generation-skipping transfer tax planning as well as charitable giving. Prior to joining the firm, Paul was an attorney in the estate and trust and tax departments at Thomas & Libowitz, P.A. where he focused primarily on complex estate and trust tax planning matters.

Beverly White-Seals is President and CEO of the Community Foundation of Howard County. She brings broad experience in the public, private, and philanthropic sectors and has positioned the organization as a hub for connecting philanthropic residents with local nonprofits to improve the lives of those living in Howard County, while also building a new leadership team and investing in better processes and systems.

See Upcoming Event Calendar