The assets that you have worked long and hard to accumulate can be lost within a very short period if they are not properly protected. Good asset protection requires starting early and taking steps to place your assets beyond the reach of frivolous lawsuits or judgments.
Join Baltimore-Washington Financial Advisors and Offit Kurman Attorneys at Law for a discussion to:
- Understand how asset protection plans work and how important they are in protecting assets when you are faced with a lawsuit
- Learn how to protect yourself from potential claims
- Explore the litigation process
- Discuss steps you can take to protect your assets
Wednesday November 2, 2016 from 11:30 AM to 1:00 PM EDT
BWFA
5950 Symphony Woods Road
Suite 600
Columbia, MD 21044
Lunch will be served
ABOUT THE PRESENTERS
Maurice Offit | Principal, Offit Kurman, PA
Maurice Offit is an estate planning attorney, co-founder of Offit Kurman Attorneys at Law and a member of the firm’s Management Committee. Mr. Offit counsels a large number of clients who share an interest in minimizing estate taxes and asset protection from the claims of creditors.
Mr. Offit has more than thirty years of experience as an estate planning attorney with a focus on estate and trust administration, estate planning, and asset protection plans for his clients.
Mr. Offit has written a number of articles about estate planning and asset protection planning. One of Mr. Offit’s articles, “The Truth About Offshore Asset Protection Trusts,” was published in the Journal of Financial Service Professionals and distributed to financial service professionals throughout the United
Sandy Horner | Managing Director, Wealth Management BWFA
Sandy Hornor is an experienced financial professional with over 25 years in the industry. Sandy works with individuals, organizations and companies to define their long-term wealth management objectives; he assists with the implementation of solutions and techniques to meet their objectives. Sandy strives to ensure that each client’s goals are met or exceeded by delivering a custom tailored plan designed to address their unique circumstances. His oversight and guidance helps clients to comfortably navigate this often complex process.
