Enhanced Estate Planning with Derivatives, Speaker Larry Macklin SPONSORED BY: EstateBuyers, Art Samuels

Date: Tuesday, October 13, 2015
Time: 5:30pm - 8:00pm
Location: Ruth's Chris Steak House West Palm Beach
Speaker: Larry Macklin

We thank our generous Exclusive Sponsor Art Samuels - EstateBuyers for sponsoring this event!





LAWRENCE J. MACKLIN, CPA, Esq., AEP®, an attorney, certified public accountant, and Accredited Estate Planner® (AEP®), is a managing director and wealth strategist with U. S. Trust, Bank of America Private Wealth Management.  He coordinates the development and delivery of innovative strategies and solutions for high net worth individuals and families in the areas of single stock concentrations, estate and wealth transfer planning, charitable giving and retirement, income tax, business succession and stock option planning.  He also works closely with clients and their outside advisors to provide specialized wealth management and fiduciary services.


Mr. Macklin began his tax and estate planning career in 1982 and joined U.S. Trust in 1994.  Prior to joining U.S. Trust, he was associated with Venable LLP, a national law firm, as well as the CPA firm of Price Waterhouse.  He received his B.S. in accounting from the University of Maryland and earned a juris doctorate from the University of Maryland School of Law in Baltimore.


Mr. Macklin has served as an adjunct professor of law at Stevenson University (formerly Villa Julie College) in Baltimore, Maryland and as an adjunct professor of taxation in the graduate business program at The Johns Hopkins University.  He has written for the Journal of Wealth Management, The Practical Tax Lawyer and various newsletters on tax and estate planning matters.  He has lectured nationally for the Pennsylvania Bar Institute, Association for Investment Management and Research, the Marcus Evans Private Banking Forum, Information Management Network, Financial Research Associates and Lorman Education Services.  Mr. Macklin has also served as a recurring lecturer for the Continuing Professional Education programs sponsored by the Maryland Association of Certified Public Accountants and the District of Columbia Institute of Certified Public Accountants.  He has been quoted in Entrepreneur, Financial Advisor and other publications.


Mr. Macklin is a past President of the Baltimore Estate Planning Council and is currently on the Board of the National Association of Estate Planners and Councils (NAEPC).  He was a long time member of the Believe in Tomorrow Development Committee and has assisted the planned giving efforts of several community organizations including the Greater Baltimore Medical Center, Maryland Special Olympics, Baltimore Museum of Industry, and Maryland Chapter of the National Federation of the Blind.

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