June Luncheon

Date: Tuesday, June 8, 2021
Time: 11:45am - 1:00pm
Location: WebEx Virtual Meeting
Speaker: Lawrence J. Macklin, Esq., CPA, AEP

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We are very excited to present Mr. Lawrence J. Macklin, Esq. as our June luncheon speaker and look forward to his presentation on Estate Planning for Digital Assets. With the internet and all things digital playing larger roles in how we, and our clients, manage our assets and lives, we hope this presentation will help us stay current in our ever-changing online world.  

The Zoom link to the event: https://us02web.zoom.us/j/85985638523?pwd=OU9CUE13c0E4ajhsZ3BlUDJ5L3pCdz09

Lawrence J. Macklin is a managing director and wealth strategist with Bank of America Private Bank. He
coordinates the development and delivery of innovative strategies and solutions for high net worth
individuals and families in the areas of single stock concentrations, estate and wealth transfer planning,
charitable giving and retirement, income tax, business succession and stock option planning. He also
works closely with clients and their outside advisors to provide specialized wealth management and
fiduciary services. Mr. Macklin began his tax and estate planning career in 1982 and joined Bank of
America in 1994. Prior to joining Bank of America, he was associated with Venable LLP, a national law
firm, as well as the accounting firm of Price Waterhouse. Mr. Macklin has served as an adjunct professor
of law at Stevenson University (formerly Villa Julie College) in Baltimore, Maryland and as an adjunct
professor of taxation in the graduate business program at The Johns Hopkins University. He has written
for Tax Management’s Estate, Gift, and Trust Journal, the Journal of Wealth Management, The Practical
Tax Lawyer and various newsletters on tax and estate planning matters and has been quoted in
Entrepreneur, Financial Advisor, and other publications. He has lectured for the Notre Dame Tax and
Estate Planning Institute, various Estate Planning Councils, the Trust and Estate Study Group of the
Maryland Bar, Pennsylvania Bar Institute, the Marcus Evans Private Banking Forum, Information
Management Network, Financial Research Associates and Lorman Education Services. Mr. Macklin has
also served as a recurring lecturer for the continuing professional education programs sponsored by the
Maryland Association of Certified Public Accountants and the District of Columbia Institute of Certified
Public Accountants.

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