Enhancing Estate Planning With Derivatives & The Partnership Freeze as an Alternative to a GRAT or SIDGT.”
Lunch 12:00 to 12:45
Lawrence J. Macklin is managing director and senior wealth strategist at U.S. Trust, Bank of America Private Wealth Management. In this role, Larry provides wealth management guidance and helps clients pursue their individual goals in financial and estate planning, insurance, risk management, wealth transfer, intergenerational planning, business succession, pre- and post-liquidity event strategies, and philanthropy. Larry also coordinates with the client’s team of advisors and conducts periodic reviews to help clients monitor progress.
Prior to joining U. S. Trust, Larry was a tax and estate planning attorney with Venable LLP, a national law firm, and a Tax Manager with Price Waterhouse.
Larry earned his B.S. degree in Accounting from the University of Maryland and earned a Juris Doctorate from the University of Maryland School of Law in Baltimore. He is a member of the Maryland state bar, a Certified Public Accountant, and is an Accredited Estate Planner® designee