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In the following presentations, Phil Fish, CFP an Estate Planning Specialist with Sandy Spring Trust shares his 30 plus years of experience.

  • In the seminars, Phil talks about key issues in relation to estate and financial planning.
  • In the Professional Discussion Series, Phil interviews local professionals in the areas of estate planning, tax, finance, and health care.

We hope you find these libraries to be a useful resource and invite you to share them with your family and friends.

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The Myths and Truths of Revocable Living Trusts with Meryl M. Kinard, Esq.

(42:45 mins.) Join Phil Fish, CFP® and Meryl M. Kinard, attorney, as they discuss common trusts and myths surrounding Revocable Living Trusts.
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The Challenges of Having Business Partners with Drs. Donna and David Gage

Join Phil Fish, CFP ® and Drs. Donna and David Gage with BMC Associates as they discuss the various challenges of having a business partnership with two or more owners.
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Senior Living Options 101 with Oasis Senior Advisors

(38 mins). In this Professional Discussion Philip Fish, CFP ® and Estate Planning Specialist with Sandy Spring Trust interviews Tracy Skalitzky and Tarik Marshall with Oasis Senior Advisors.
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Estate Planning and What Happens When You Don’t With Victoria Kelly, Esq.

Philip Fish, CFP ® and Victoria Kelly, Estate Planning attorney, as they discuss the many negative events that can occur if an individual does not establish a strong estate plan.
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Estate Planning Fundamentals for Individuals with Special Needs. Presented by Steve Elville, Esq. with Elville and Associates, P.C.

A Real Life Matters Discussion Series. In this Professional Discussion Philip Fish, CFP ® and Steve Elville, Esq. as they discuss various issues surrounding planning for a family member with special needs.
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The Myths and Truths of Medicaid Paying for Long-Term Care with Morris Klein, Esq.

Join Phil Fish, CFP® and Morris Klein, Esq. as they uncover many of the myths and truths surrounding Medicaid’s ability to cover long-term care expenses.
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Tax Developments Affecting Seniors with David De Jong, Esq. CPA with Stein Sperling

Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust and David De Jong, Esq. CPA as they discuss a number of important tax issues that affect seniors.
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The Pandemic’s Impact to Individuals’ Mental Health with Beth Albaneze, House Calls

In this Professional Discussion Philip Fish, CFP ® and Estate Planning Specialist with Sandy Spring Trust interviews Beth Albaneze who is a Certified Therapeutic Recreation Specialist ® and a Certified Psychiatric Rehabilitation Practitioner.
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Helping Families with Addiction and Substance Use Disorders with Sarah Daniel with Recovery Centers of America

In this discussion Phil Fish, CFP® and Estate Planning Specialist and Sarah Daniel with Recovery Centers of America, tackle the difficult topic of addiction. They discuss a number of topics including different treatment options that are open to...
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The Four Ways to Give What you Have to Those you Love with Gail Kahan, Esq.

Join Phil Fish, CFP® and Gail Kahan, Estate Planning Attorney, as they discuss the four ways assets can transfer upon the death of a loved one: Joint ownership, beneficiary designations, Revocable Living Trusts and Wills.
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