| Baltimore-Washington Financial Advisors invite you to a webinar on estate planning.
Special Guest Speaker and Attorney Nicole Livingston will discuss the Beneficiary Deemed Owner Trust (BDOT), an innovative planning strategy designed to provide meaningful income tax savings when applied appropriately within trusts holding retirement accounts.
WEBINAR
MARCH 4, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Rules governing the taxation of trusts
- Methods for creating a BDOT
- Estate and Gift Tax Planning with BDOTs
- Income Tax Benefits of BDOTs
- Limits to BDOT structure
PRESENTERS:
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