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DTSTART:20210608T154500Z
DTEND:20210608T170000Z
LOCATION:WebEx Virtual Meeting
UID:2071120210608T154500ZJune Luncheon
DTSTAMP:20260531T194111Z
DESCRIPTION:\nWe 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.  \n \nThe Zoom link to the event: https://us02web.zoom.us/j/85985638523?pwd=OU9CUE13c0E4ajhsZ3BlUDJ5L3pCdz09\n \nLawrence J. Macklin is a managing director and wealth strategist with Bank of America Private Bank. He\n coordinates the development and delivery of innovative strategies and solutions for high net worth\n individuals and families in the areas of single stock concentrations, estate and wealth transfer planning,\n charitable giving and retirement, income tax, business succession and stock option planning. He also\n works closely with clients and their outside advisors to provide specialized wealth management and\n fiduciary services. Mr. Macklin began his tax and estate planning career in 1982 and joined Bank of\n America in 1994. Prior to joining Bank of America, he was associated with Venable LLP, a national law\n firm, as well as the accounting firm of Price Waterhouse. Mr. Macklin has served as an adjunct professor\n of law at Stevenson University (formerly Villa Julie College) in Baltimore, Maryland and as an adjunct\n professor of taxation in the graduate business program at The Johns Hopkins University. He has written\n for Tax Management’s Estate, Gift, and Trust Journal, the Journal of Wealth Management, The Practical\n Tax Lawyer and various newsletters on tax and estate planning matters and has been quoted in\n Entrepreneur, Financial Advisor, and other publications. He has lectured for the Notre Dame Tax and\n Estate Planning Institute, various Estate Planning Councils, the Trust and Estate Study Group of the\n Maryland Bar, Pennsylvania Bar Institute, the Marcus Evans Private Banking Forum, Information\n Management Network, Financial Research Associates and Lorman Education Services. Mr. Macklin has\n also served as a recurring lecturer for the continuing professional education programs sponsored by the\n Maryland Association of Certified Public Accountants and the District of Columbia Institute of Certified\n Public Accountants.\n
SUMMARY:June Luncheon - Charlotte Estate Planning Council 
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