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HYBRID EVENT: Estate Planning in Uncertain Times

Event Description

​Please join us for a panel discussion on estate planning with two of the areas most experienced and respected attorneys, David Stallings and Les Williams.  Given their different perspectives, you will hear about drafting documents and implementing plans.  The current environment for estate planning is fraught with uncertainty, but there are actions to be considered today.  The panelists will be prepared to discuss advanced wealth transfer techniques, such as SLAT’s, GRAT’s, and charitable planning.  We will have ample time for questions, so bring up planning topics that are of interest to you. 

Important! Please read:
  1. This hybrid event is being offered in-person and virtually. Only those that select the in-person option will be admitted to the venue. 
  2. All in-person registrants are required to sign the Covid waiver included in this online registration. 
  3. Guest registration is currently unavailable online. If you would like to bring a guest, please email [email protected]
  4. Participants who select the virtual option will receive virtual login details.

Event Type

Career; Educational; Featured

Education Topic


Start Time

12/1/2021 12:00 PM

End Time

12/1/2021 1:00 PM


Baltimore, MD



Event Country


Event Region


Location Info

​In-Person: The Center Club

Online: Zoom - provided upon registration


David Stallings and Les Williams

CE Credits


SER Credit




Member Cost

20.00 In Person, Free Online

Non-Member Cost

40.00 In Person, 10.00 Online

Candidate Price

40.00 In Person, 10.00 Online



All Day Event




Hosted By

​CFA Baltimore

Event Link

Register Now!

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Event Short Info

HYBRID EVENT: Estate Planning in Uncertain Times


Content Type: MyCFA Calendar
Created at 11/3/2021 6:34 AM by [email protected]
Last modified at 11/3/2021 6:53 AM by [email protected]