Wills Week
October 21 - 225 2024 was National Estate Planning Awareness Week, and UMB participated by providing free estate planning resources and a virtual estate planning conference.
Do you have a significant other? Are you a parent? Do you own anything?
If you answer yes to any of these, you need a will.
Nobody likes estate planning, but almost everybody needs to do it. The 2024 Wills Week Conference offered all members of the UMB community an informative path to get started.
This year’s program offered expert-led sessions on essential estate planning topics, including:
- Comprehensive basics
- Special considerations for first-time planners and parents of young children
- How to have important conversations with loved ones
- Making charitable provisions in your estate plan
- Estate planning checklist and more
Wills Week Articles
2024 Wills Week Conference Presentations
Estate Planning Basics
presented by Shari Fleming, JD, AEP®, CAP®; Principal, The Law Office of Shari Fleming; Planned Giving Officer, Bowie State University
Getting It Right the First Time
presented by Christopher B. Walter, Esq.; Attorney, Davis, Agnor, Rapaport & Skalny, LLC;
Assessing Your Needs,
presented by Elena Sallitto, Esq.; Partner, Stavely & Salitto Elder Law, LLC
Sticky Conversations
presented by Malika Moore, MSW, LICSW, LCSW-C; Founder, Aging & Amazing®
LGBTQ Estate Planning
presented by Lee Carpenter, Esq.; Principal, Offit Kurman, P.A.
Click here to view speaker bios.
Legal services, including estate planning services, are available to UMB employees through UMB Guidance Resources.
Contact
Gift Planning
220 N. Arch St.
14th Floor
Baltimore, MD 21201
