Maurice L. Offit

Founder and Principal

Featured Works

Publications

  • "The Truth About Offshore Asset Protection Trusts" - Journal of Financial Service Professionals
  • “Going Paperless: An Organizer’s Dream; An Estate Administrator’s Nightmare” - Geneva Growth International Newsletter
  • “The Estate Administration Checklist” - Maryland Association of Certified Public Accountants

Speaking Engagements

Maurice is invited to speak on a regular basis about estate planning, estate and trust administration and asset protection planning topics. Maurice’s speaking engagements include the following:

  • The Maryland State Medical Society (MedChi) - “Asset Protection Planning for Physicians”
  • National Business Institute Continuing Legal Education “Use of LLCs in Asset Protection Planning and Estate Planning
  • Financial Planning Association of Maryland/Annual Conference - “Succession Planning; Buy-Sell Agreements”
  • National Football League Players Association - “Estate Planning Challenges for Professional Athletes; Asset Protection Strategies”
  • Maryland Association of CPAs/Chesapeake Tax Conference: “Asset Protection Planning - “Like the American Express Credit Card Says, Don’t Leave Home Without It”
  • Vistage International: “What Every Vistage Member Needs - Food, Shelter, Clothing, and Asset Protection Planning”
  • Baltimore Washington Financial Advisors: “Asset Protection: Build A Wall Around Your Assets”
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