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 email@example.com.