Upcoming Events

Free Lunchtime Webinar

Handling Today's Changing Data Privacy Landscape

Tuesday, September 25th 12:00 - 1:00 PM

 

Businesses now collect and depend on voluminous data from their customers, data that is often private and sensitive. Some individuals are constantly looking for opportunities to steal that data. Even benign companies are capable of mishandling that data.

Governments and regulators have released ever more stringent data privacy regulations worldwide that most organizations must now meet. The loss of that data has significant implications for consumers.

Compliance with these regulations can be onerous and complex – and it’s often difficult to know exactly which regulations even apply. But the failure to comply can lead to substantial fines and cause reputational damage in the event of a breach.

So what do you need to know and what steps do you need to take today to reduce those risks? That’s what we’re here to show you.

 

Register to attend

Tuesday September, 25th 12:00 -1:00 PM

CLICK HERE TO SIGN UP TODAY

 

PRESENTERS

Gregory L. Ewing
Attorney
Davis, Agnor, Rapaport & Skalny, LLC

Dave Kile
Senior Vice President
Ease Technologies, Inc.

Attorney Greg Ewing
Dave Kile

Program Description

Prevent the Estate Administration Process From Getting Bogged Down in Problems

Complex estates, poor planning, dysfunctional families and other hitches can quickly complicate an estate administration. Do you know how to handle these snags without tacking on unnecessary expenses or prolonging the process? In this program, seasoned faculty will teach you how to avoid or troubleshoot common problems and settle an estate as efficiently as possible. Fine tune your estate administration skills - register today!

  • Minimize frustrations by helping clients understand the process and time it takes.
  • Determine what to do with missing wills or interpretation problems.
  • Find out how to best deal with the personal representative gone rogue.
  • Troubleshoot a variety of asset issues, including missing assets, real estate problems and more.
  • Gain best practices for handling complicated creditor claims.
  • Pick up tips for overcoming frustrations with income tax returns.
  • Make the right decisions when it comes to portability and estate, gift and GST tax dilemmas.
  • Discover how others deal with difficult or uncooperative beneficiaries and heirs.
  • Avoid conflicts of interest and other legal ethics challenges in estate administration.
  • Get real-world solutions to final accounting and closing conundrums.

Course Content

DAY 1

  1. Client Misunderstandings About the Process
  2. Impediments to Initial Steps and Notices, Opening the Estate
  3. Personal Representative/Trustee Problems
  4. Marshalling the Assets: Key Complications
  5. Creditors' Claims Frustrations
  6. Spouse Elective Share and Disclaimer Difficulties

DAY 2

  1. Income Tax Return Troubles and Tips
  2. Portability and Estate, Gift, GST Tax Headaches
  3. Beneficiary and Heir Problems
  4. Distribution Dilemmas
  5. Legal Ethics Challenges in Estate Administration
  6. Final Accounting and Closing Hitches
  7. Sticky Estate and Trust Contests, Disputes, Challenge

 

Continuing Legal Education – CLE: 13.50 *

International Association for Continuing Education Training – IACET: 1.40

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 16.00 *

 

Below is a listing of events that our firm has supported either through volunteer time or sponsorship.   Be sure to check back often, our firm is very engaged in giving back to the community where we work.

PAST EVENTS

Below is a listing of events that our firm has recently hosted, sponsored or at which we presented.

EVENTS THROUGHOUT 2017

Thursday, December 21 - Columbia Mall Gift Wrapping to benefit Howard County General Hospital: A Member of Johns Hopkin Medicine (volunteer)

Tuesday, December 19 - Howard Tech Council's HoHoHoward Holiday Party (sponsor)

Thursday, December 14 - Howard County Chamber of Commerce Jingle Mingle (supporter)

Tuesday, December 5 - Women in Power Happy Hour (sponsor)

Tuesday, November 14 - Use Your WiT in Legal Matters (presenter)

Wednesday, October 25 - Anirban After Dark (presenter)

Wednesday, October 18 - EEOC Guidance to Address Harrassment in the Workplace (presenter and sponsor)

Friday, September 11 - Deal Killers: What Drives Buyers Away with XPX Maryland (presenter)

Tuesday, June 6 - Sandwich Generation Seminar (presenter)

Monday, June 5 - MBRG Lunch with Governor Hogan (sponsor)

Wednesday, May 24 - Franchising/Opening a Second Location Seminar with the Restaurant Association of Maryland (presenter)

Thursday, May 18 - MACPA Business & Industry Conference Auditing the HR Function: Best Practices for CFOs and Controllers (presenter)

Thursday, May 18 - Howard County Chamber of Commerce Annual Meeting (sponsor)

Wednesday, May 10 -  Small Business Seminar - Passing the Baton: Preparing for the Next Phase of Life and Business (presenter)

Tuesday, May 9 - Women in Power Happy Hour (sponsor)

Sunday, April 30: RAM Stars of the Industry Awards Gala (sponsor)

Thursday, April 27 - Howard County Chamber of Commerce Legislative Wrap Up Breakfast (sponsor)

Saturday, April 8 - Advanced Healthcare Planning: Legal Processes & Terminology (presenter)

Thursday, March 30 - Leadership Howard County BIG EVENT (sponsor)

Saturday, March 25 - Howard County Arts Council Celebration of the Arts Gala (sponsor)

Wednesday, March 8 - HERstory: Lead, Mentor & Inspire Women in Government Contracting Leadership Forum (sponsor)

Saturday, February 25: Howard County Library's Evening in the Stacks (sponsor)

Tuesday, January 24 - C-Level Breakfast with Gerry Gunster (co-sponsor)

Events Throughout 2016

Thursday, December 8 - Howard County Chamber of Commerce Jingle Mingle (sponsor)

Thursday, December 1 - Economic Forecast Breakfast featuring Aniban Basu (sponsor)

Tuesday, November 15 - Long Term Care Planning (sponsor)

Friday, November 4 - Good Scout Breakfast (sponsor)

Thursday, November 3 - Overtime Overhaul Panel Discussion #2 (panelist and sponsor)

Tuesday, November 1 - Women in Power Happy Hour (sponsor)

Sunday, October 30 - Challenge 5k (sponsor and team participant)

Tuesday, October 25 - Estate Planning Client Appreciation Event - What's Hot in the Auction Industry

Thursday, October 20 - Community Action Council Holland Dinner (sponsor)

Friday, October 14 - Party in the Pit Ellicott City benefit concert (sponsor)

Friday, October 7 - Howard County Chamber of Commerce Signature Event (sponsor)

Sunday, October 2 - Discover Downtown Columbia 5k (sponsor and participant)

Thursday, September 22 - Talent Talks - Strategies to Employ, Engage & Excel Conference (presenter)

Wednesday, September 14 - C-Level Breakfast with Lt. Governor Boyd Rutherford (co-sponsor)

Thursday, September 8 - Overtime Overhaul Panel Discussion (panelist and sponsor)

Tuesday, June 14 - Howard County Chamber of Commerce Legislative Affairs Committee Discussion New and Proposed Changes to Maryland Labor and Employment Laws (presenter)

Thursday, June 9 - Estate Planning Client Appreciation Event - Discussion of Arts & Culture in Columbia

Wednesday, June 8 - Anne Arundel Human Resource Society Employment Law Update (presenter)

Wednesday, May 25 - Legislative Updates regarding Estate Planning and Wealth Management (presenter)

Thursday, May 19 - Howard County Human Resources Society 2016 Legislative Updates regarding Employment Law (presenter)

Thursday, May 12 - Howard County Estate Planning Council, Funding Long Term Care Alternatives (participant)

Tuesday, May 3 - Women in Power Happy Hour (sponsor)

Thursday, April 28 - Howard County Chamber of Commerce Legislative Wrap Up Breakfast (sponsor)

Thursday, April 14 Leadership Howard County BIG EVENT (sponsor)

Tuesday, April 12 - Estate Planning Client Appreciation Event

Tuesday, April 12 - Small Business Seminar "Compliance Matters" (presenter)

Friday, April 1 - "Grow Your Business, Grow Yourself" Women in Government Contracting Leadership Forum (sponsor)

Saturday, March 19 - Howard County Arts Council Celebration of the Arts Gala (sponsor)

Tuesday, March 15 - MBRG Lunch with Governor Hogan (sponsor)

Saturday, February 27 - Howard County Library's Evening in the Stacks (sponsor)

Thursday, February 25 - "Innovation and Regulation" Employment Law Seminar (presenter)

Thursday, January 28 - "Honey, We Need To Talk...About Cyber Risk" (panelist)

Thursday, January 21 - The Maryland ABLE Act (presenter)

Events throughout 2015

Sunday, November 1 - Howard County Autism Walk to Remember (participant)

Sunday, November 1 - Challenge 5k (sponsor and participant)

Thursday, October 29 - Content Marketing for Employee Engagement (co-presenter)

Thursday, October 22 - A11Y: Unlocking the Possibilities (presenter)

Wednesday, October 21 - Financial & Legal Considerations of Blended Families & Mid-Life Marriages (presenter)

Friday, October 16 - Financial Sense & Legal Basics: What to Consider When Planning for Retirement (presenter)

Friday, October 2 - Howard County Chamber of Commerce Signature Event (sponsor)

Thursday, October 1 - Women in Power Happy Hour (sponsor)

Saturday, September 19 - National Family Resiliciency Center 5k (sponsor)

Thursday, September 10 - "Got Growth" HR Essentials for Growing Small Businesses Half-Day Conference (presenter and sponsor)

Tuesday, June 16 - Seminar at Vantage House on Advanced Directives, MOLSTS (Medical Orders for Life Sustaining Treatment), General Powers of Attorney (presenter)

Thursday, May 7 - "Preparing Your Company for Sale" GovConnects Continuing Education Series (panel member)

Wednesday, May 6 - Cyber Security Seminar Series, Part 2 (presenter)

Wednesday, April 22 - Cyber Security Seminar Series, Part 1 (presenter)

Tuesday, April 21 - Leadership Howard County BIG EVENT (sponsor)

Saturday, April 18 - Howard County Autism Society Pieces of the Puzzle Gala (sponsor)

Thursday, April 9 - Women in Power Happy Hour (host)

Saturday, March 28 - Howard County Arts Council Celebration of the Arts (sponsor)

Tuesday, March 24 - Part 4 of 4 Part Seminar Series (presenter)

Friday, March 20 - GovConnects Women in Government Contracting Leadership Forum (sponsor)

Saturday, February 28 - Howard County Library's Evening in the Stacks (sponsor)

Tuesday, February 17 - Part 3 of 4 Part Seminar Series (co-host and presenter)

Thursday, February 5 - Howard County Chamber of Commerce State of the County Lunch (sponsor)

Friday, January 23 - Speaker Series at the Maryland Center for Entrepreneurship (presenter)

Friday, January 16 - Friday Forum with The Borek Group (host)

Thursday, January 15 - Employment Law Seminar Series  "Regulations and Compliance Checklist for 2015" (presenter)

Events in 2014

Tuesday, December 16 - Howard County General Hospital (A Member of Johns Hopkins Medicine) Symphony of Lights (sponsor)

Friday, December 12 - Friday Forum with The Borek Group (host and presenter)

Tuesday, November 18 - Part 2 of 4 Part Seminar Series "Showtime: The Acquisition" (co-host and presenter)

Tuesday, October 21 - Part 1 of 4 Part Seminar Series "Exit Strategy and Succession Planning" (co-host and presenter)

Wednesday, October 1 - Employment Law Seminar Series "Avoiding Top Employer Pitfalls" (presenter)