Publication

Maurice Offit Selected to Speak at 33rd Annual Personal Financial Planning Conference

For Immediate Release

October 5, 2018| Maple Lawn, MD Maurice Offit will be speaking at the 33rd Annual Personal Financial Planning Conference hosted by the Maryland Association of Certified Public Accountants. The conference is for CPAs who are financial planners and business consultants and advise their clients on retirement and financial planning issues. Mr. Offit will discuss The Estate Administration Checklist and the important steps that need to be taken to properly administer the estate of a loved one. Attendees will also hear from additional speakers who will discuss topics including estate tax, insurance, retirement planning, investments, divorce, and more.

The conference is October 23rd from 8:00am – 4:10pm at the Sheraton Hotel in Towson, MD. To learn more about the event and to register please click here.

 

ABOUT THE MARYLAND ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS

MACPA’s core mission is to help our members CONNECT in strategic ways, PROTECT their professional interests, and ACHIEVE in their careers. So, we tailor our core member benefits around those ideals. Our hope is you find MACPA membership a vital investment in your career success – one in which you will see immediate returns in all aspects of your business.

 

 

ABOUT MAURICE OFFIT

moffit@offitkurman.com | 301.575.0308

Maurice Offit is an estate planning and asset protection planning attorney. Mr. Offit counsels a large number of clients who share an interest in minimizing estate taxes and protecting their assets from the claims of creditors.

Mr. Offit has more than thirty years of experience with a focus on estate planning, estate and trust administration, and asset protection planning for his clients. While no two plans are exactly alike, Mr. Offit makes sure that they have one thing in common – they meet with the client’s satisfaction and approval.

 

 

 

 

 

 

ABOUT OFFIT KURMAN

Offit Kurman is one of the fastest-growing, full-service law firms in the Mid-Atlantic region. With over 170 attorneys offering a comprehensive range of services in virtually every legal category, the firm is well positioned to meet the needs of dynamic businesses and the people who own and operate them. Our twelve offices serve individual and corporate clients in the Virginia, Washington, DC, Maryland, Delaware, Pennsylvania, New Jersey, and New York City regions. At Offit Kurman, we are our clients’ most trusted legal advisors, professionals who help maximize and protect business value and personal wealth. In every interaction, we consistently maintain our clients’ confidence by remaining focused on furthering their objectives and achieving their goals in an efficient manner. Trust, knowledge, confidence—in a partner, that’s perfect.

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