Membership Meeting - Preparing Your Clients for the Great Sunset: Potential Changes to Estate and Trust Exemptions
Members are encouraged to bring prospective member guests; member-hosted guests may attend at no charge.
About the Program:
This presentation will explore how the potential sunsetting of temporary tax law changes adopted in 2017, and scheduled to end in 2025, could impact your clients' financial and estate planning goals. The session will discuss techniques to plan ahead for both the eventual sunsetting of the 2017 changes, and/or the extension of the law. It's never too early to begin your clients for potential changes just around the corner.
About the Speakers:
Lisa Fulco, CFP®, ChFC® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Maryland office locations in the Baltimore area. Lisa is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs. She joined Morgan Stanley in 2022 with a 25-year career in the financial services industry during which time she has held roles in various aspects of the industry, including banking, insurance, brokerage and retirement plan consulting firms. Lisa’s scope of experience lends to her delivering guidance and expertise includes serving high net worth clients on a variety of areas of financial planning concerns. Lisa holds a Bachelor of Science in Economics and a Master of Science in Human Resource Development, both from Towson University. As a FINRA registered representative, she holds Series 7, 63, and 65 licenses while maintaining Life, Health, Property and Casualty and Variable Annuity licenses from numerous states through the country.
Michaela Muffoletto, JD, LL.M., a principal with Neuberger, Quinn, Gielen, Rubin & Gibber, P.A., maintains a robust practice in the areas of estate and succession planning, probate and trust administration, estate and trust litigation, estate and gift tax law, and charitable planning. For more than two decades, Michaela has provided thoughtful and experienced counsel to a broad range of clients, including high-net-worth individuals, young professionals, business owners, entrepreneurs, charitable foundations and families across the Mid-Atlantic region. An authority on trusts and estate matters, Michaela is a noted author and speaker. She is a Fellow of the American College of Trust & Estate Counsel (ACTEC). Active in the Maryland State Bar Association, Michaela serves as Chairperson of the Estate and Trust Law Section Council. She also co-chairs the Estates and Trusts Committee of the Bar Association of Baltimore City. Michaela earned her J.D., cum laude, from Widener University School of Law in Harrisburg, Pennsylvania, and her LL.M. in Taxation, with distinction, from the Georgetown University Law Center.
Carlos U. Rodriguez, CPA/ABV/CFF, CFE, CGMA is a principal and head of fiduciary tax services at Brown Advisory, an independent investment management and strategic advisory firm committed to providing clients with first-class performance, advice and service. In this role, he leads the firm’s private client tax team and focuses on providing clear advice to multigenerational families with trusts, private foundations and family offices on matters related to wealth preservation, business succession planning and charitable giving. Prior to joining Brown Advisory, Carlos was a supervisor and forensic accountant at Rosen, Sapperstein & Friedlander, and he has testified in court as an expert witness in matters relating to economic damages and sales of closely held business interests. A graduate of the University of Maryland, Baltimore County, where he earned a BS in Financial Economics, Carlos also holds an MS in Taxation from the University of Baltimore Merrick School of Business. Carlos is a board member of the Howard County Estate Planning Council and the Community Foundation of Howard County, as well as a governing member of the Baltimore Symphony Orchestra.
7:30 am - Registration, networking and breakfast
8:00 am - Program begins
9:15 am - Program ends