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Wills Week Conference

Wills Week Conference

Friday, October 21, 2022 | 9:30 AM - 3:00 PM

Virtual

Register

For anyone who is a parent, has a significant other, or owns assets, creating a will is important. And yet, a majority of American adults (58%) do not have one. You do not want to leave your legacy to someone who doesn’t know you. If you do not have a will that designates your executor or leaves instructions for the dissemination of your estate, the courts will make those decisions for you. A will provides a blueprint for your family and the court, so they know how to proceed with your wishes.

The Wills Week Conference offers free and useful estate planning information designed to help you get the process started. Held in conjunction with National Estate Planning Awareness Week and hosted by the Office of Gift Planning at UMD , Office of Planned Giving at UMB and the University of Maryland Alumni Association, the conference consists of four informational sessions presented by experts in their field:

  • Estate Planning the Simple Way
  • Wills and Probate
  • Life Insurance
  • Planning for Medicare/Medicaid/Long-Term Care

Featured Speakers

Cheryl is a Member in the firm’s Wealth Preservation Group. She represents individuals and families, business owners, healthcare facilities, corporate executives, foundations and other non-profit entities in matters relating to estate planning, asset protection, and elder law, including asset transfer strategies. Her practice includes advising LGBT clients on estate and family planning matters, including second parent adoption proceedings.

Cheryl A. Jones Member, PK Law

Cheryl is a Member in the firm’s Wealth Preservation Group. She represents individuals and families, business owners, healthcare facilities, corporate executives, foundations and other non-profit entities in matters relating to estate planning, asset protection, and elder law, including asset transfer strategies. Her practice includes advising LGBT clients on estate and family planning matters, including second parent adoption proceedings.

James has 22 years of experience in the financial services industry. His areas of expertise include asset management and financial planning. Metropolitan Wealth Advisors is a wealth management firm that specializes in helping people tackle everyday financial goals, offering planning for retirement, tax planning, life insurance, estate planning, and asset management.

James Lee, Partner and Financial Advisor of Metropolitan Wealth Advisors

James has 22 years of experience in the financial services industry. His areas of expertise include asset management and financial planning. Metropolitan Wealth Advisors is a wealth management firm that specializes in helping people tackle everyday financial goals, offering planning for retirement, tax planning, life insurance, estate planning, and asset management.

Aisha Snead

Community Outreach Coordinator - Advance Planning at Maryland Volunteer Legal Service (MVLS)

Aisha Snead, Community Outreach Coordinator - Advance Planning at Maryland Volunteer Legal Service (MVLS)

Aisha comes to MVLS with experience in community organizing, outreach, and project management, previously serving as Project manager at the R. Willie Group which provides mentorship services to underserved youth. She is also a trained advocate for victims of sexual violence and a doula, specializing in supporting clients and families who are navigating a death. Born and raised in Baltimore City, Aisha brings a multitude of her own community partnerships, relationships, and experiences which she will integrate to engage in estate planning conversations.

Judy Vereen

Judy Vereen, New York Life Insurance Company

Judy joined New York Life in 2005 after a career in financial services. Judy’s core business is working with clients at all stages of life, retirement, and estate planning, including small business owners, through financial services, annuities, and life insurance policies.