Professional Advisor Council

The Frederick County Professional Advisor Council was formed in 2009 to provide a resource to attorneys, accountants, trust officers, financial planners, certified life underwriters, investment advisors, and other certified, licensed and degreed professionals who advise on financial and legal decisions that may include charitable giving. This resource, combined with collegial networking, supports a multi-disciplinary approach to current and planned charitable giving.

We offer two events annually, in the spring and the fall, for networking and educational opportunities. These events are complimentary and provide a forum for connecting with your peers and interacting with expert speakers and professionals regarding charitable giving, planned giving, and philanthropic trends.

As you work with clients who want to make a positive impact on their community and who rely upon your counsel in gaining maximum tax benefits while fulfilling their charitable dreams, the Frederick County Professional Advisers Council is here to support you. For more information and to be added to the Professional Advisor Council email and mailing list, please contact us.

Recent Professional Advisor events:

May 2011:

The Medicaid Consequences of Charitable Contributions, present by Jason A. Frank, Esq., CELA, of Frank, Frank & Scherr, LLC

September 2010:

Roth IRAs and More: Gift Planning Ideas Your Clients Can Use in 2010, presented by Kathleen Coulahan, Esq., Vice President, M&T Bank.

May 2010:

How An Estate Planning Attorney “Sells” Philanthropy, present by Mr. Darby Bowman, Vice President and Senior Wealth Planner, PNC Wealth Management.

September 2009:

A Gift Planning Stimulus Package: The Past, Present and Future of Gift Planning, presented by Jonathan Ackerman, Esq.

May 2009:

Maximizing Your Charitable Giving Dialogue with Your Clients, presented by Jonathan Ackerman, Esq.

PROFESSIONAL ADVISORS COUNCIL CHARTING COMMITTEE

PROFESSIONAL ADVISOR COUNCIL MEMBERS