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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.

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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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 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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Negotiation and Dealing with Difficult People with Steven Shapiro, Esq., Resolution Matters, Inc.

Philip Fish, CFP®, Sandy Spring Trust interviews Steven Shapiro with Resolution Matters, Inc. as they discuss the challenging assignment of working through conflict. How can families prevent fractures during stressful times such as the illness or...
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The Uses and Abuses of Financial Powers of Attorney with Elizabeth Forgotson Goldberg, Esq.

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Elizabeth Forgotson Goldberg as they discuss Financial Powers of Attorney and how this vital estate planning document plays such an important role during a client’s...
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