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Frank Baldino Speaks About Marital Deduction to Estate Planning Attorneys

Frank Baldino recently spoke about the marital deduction at a seminar sponsored by the Maryland State Bar Assocation in conjunction with the release of Basic Estate Tax Planning, a guide to estate planning for high net worth individuals that Frank co-authored.

In his presentation, Frank discussed how the marital deduction may be used to reduce the federal gross estate. He gave attendees information on how the taxable estate may be decreased, including:

  • What qualifies for the marital deduction
  • How the marital deduction is determined
  • Formula clauses, including pecuniary amount dispositions
  • Trusts that qualify for the marital deduction

Frank Baldino is an estate planning attorney at Lerch, Early & Brewer in Bethesda, Maryland. His focus is on protecting the assets of high net worth individuals to minimize federal and state tax liability. He co-chairs the firm's estate planning and probate practice. For more information on the marital deduction, contact Frank at (301) 657-0175 or fsbaldino@lerchearly.com.

 

 

 

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