Informing the Community

Mary O'Byrne wants you to stay informed. At conferences and meetings of all sizes, she is a regular presenter on Special Needs Estate Planning.

UPCOMING

Update on Special Needs Planning in 2019

Presentation by Mary O'Byrne

Wednesday September 18th, 2019

1:05 - 2:35 pm | Martin’s West

Planning for people with disabilities calls for coordination among individuals, families and professionals. This session will focus on the touch many changes at the state and federal levels regarding special needs trusts, taxes and benefits eligibility that will affect your clients and their planning strategies.

PAST EVENTS

Special Needs Planning in 2019

Presentation by Mary O'Byrne

Thursday, August 8, 2019

6pm at the Monacacy Crossing Restaurant

The Frederick County Estate Planning Council (FEPC) is an interdisciplinary organization for professionals involved in estate planning. FEPC strives to foster understanding of the proper relationship between the functions of the accountant, attorney, financial planner, life underwriter, trust officer, and any other parties having to do with estate planning to encourage cooperation of the persons acting under those disciplines.

If you would like Mary to come speak for your group, call her at 410.321.5800.