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”