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 one event annually, usually held in the spring, 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.
I Do (or Don't). The "What Ifs" of Estate Planning for Couples, Married or Not
presented by Lee Carpenter, Esq., Associate, Semmes, Bowen & Semmes
The timely program will explore estate planning for married, unmarried, and same-sex couples. Some of the lesser-known particulars and “what ifs” of various marriage and non-marriage scenarios will be highlighted, such as possible downsides of marriage (income tax marriage penalty), planning strategies for couples who choose to remain unmarried (affidavit of domestic partnership, using life insurance as a benefit for a partner), and the special concerns of the LGBT community (greater complexity in their needs, absence of children, children from previous relationships).
Tuesday, May 3, 7:30 to 9:30 a.m.
Dutch's Daughter Restaurant, 581 Himes Avenue, Frederick, MD 21703
Click HERE to RSVP, or call 301.695.7660.
Recent Professional Advisor Events:
Estate Opportunities for Families, presented by Jeffay Chang, Trust Strategist, Vice President, Goldman Sachs Trust Company
Client Charitable Intent - the Good, the Bad, and the Ugly, presented by Robert Waldman, Esq., Partner, Venable LLC,
A New Day for Estate Planning in 2013, presented by Ronald Aucutt, Esq. Partner, McGuireWoods LLP
2012/2013 - The Perfect Storm for Philanthropic Planning?, presented by Jonathan Ackerman, Esq., Law Office of Jonathan Ackerman, LLC
Keeping Clients Out of the Charitable Mud Puddle, presented by Janne Gallagher, Esq., Council on Foundations
Social Security and Charitable Giving: Fact or Fiction, presented by Elliott Andalman, Esq., Andalman and Flynn, P.C.
The Medicaid Consequences of Charitable Contributions, present by Jason A. Frank, Esq., CELA, of Frank, Frank & Scherr, LLC
Roth IRAs and More: Gift Planning Ideas Your Clients Can Use in 2010, presented by Kathleen Coulahan, Esq., Vice President, M&T Bank.
How An Estate Planning Attorney “Sells” Philanthropy, present by Mr. Darby Bowman, Vice President and Senior Wealth Planner, PNC Wealth Management.
A Gift Planning Stimulus Package: The Past, Present and Future of Gift Planning, presented by Jonathan Ackerman, Esq.
Maximizing Your Charitable Giving Dialogue with Your Clients, presented by Jonathan Ackerman, Esq.
PROFESSIONAL ADVISORS COUNCIL CHARTING COMMITTEE
Dan Tregoning, Esq., Chairman
Michael McGowan, WMA
PROFESSIONAL ADVISOR COUNCIL MEMBERS
Jeanna H. Adcock, CPA
Valerie Dougherty, CPA
Donald C. Linton, CPA
- 312 East Church Street
- Frederick, MD 21701
- phone: 301-695-7660
- fax: 301-695-7775
- Directions to Our Office