Team Building and Collaboration Project

The Anne Arundel Estate Planning Council announces its 2016 Team Building and Collaboration Project

In the past, members have repeatedly requested programs and opportunities to meet and to learn how to collaborate with other estate planning professionals on estate planning projects. In response, the Anne Arundel Estate Planning Council is pleased to announce its 2016 Team Building and Collaboration Project.

Project Goal:
To build multi-discipline estate planning teams, to learn by experience how to collaborate on estate planning projects with other professionals, and to learn how best to communicate estate plans to clients in differing walks of life

How to Participate:
Assemble a team that will together plan for the growth and transmission to family members of the estates of a married couple under three sets of assumed facts:

• A married couple with assets totaling less than $1,000,000;
• A married couple with assets totaling approximately $7,000,000; or
• A married couple with assets totaling approximately $13,000,000

Each team should be comprised of at least 3 members including AAEPC members from multiple professional disciplines (e.g., an attorney, a CFP, and an insurance professional or a CFP, an accountant, and an insurance professional).

When your team is assembled, please register your team with the Project Monitor, Rich Wright, at RWright@thewrightfirm.alchemidesign.com or (410) 224-7800.

Facts for each scenario will be designed by the AAEPC Executive Committee with an eye toward including the expertise of all types of represented member professionals.

Each assembled team will choose which of these scenarios they wish to address.

Intended Product:
An effective presentation of your team’s estate plan as you would do so to clients who are not avid readers PowerPoints and diagrams are encouraged. Extended written text is not. The goal here will be to teach all viewers how best to present a proposed estate plan.

Project Timeline:
By May 1, 2016 – Assemble and register your team with the Project Monitor
May 1, 2016 – Fact scenarios will be distributed to registered teams
By June 1, 2016 – Each team should choose and register with the Project Monitor which fact scenario they will be using
Summer, 2016 – Each team should meet and prepare the plan for the couple in the chosen scenario and decide how to present that plan
November 10, 2016 – AAEPC meeting presentation of the plans by each team with responsive comments to be provided by a common
review panel and the audience of AAEPC members (Note: This is not a competition. The panel will serve to provide feedback in the place of the client couple.)

Scenario 1: Harry & Sally
Download PDF

Scenario 2: Jack & Diane
Download PDF

Scenario 3: Brenda & Eddie
Download PDF

Any Questions? Contact the Project Monitor, Rich Wright, at:

The Wright Firm
888 Bestgate Road Suite 211
Annapolis, Maryland 21401
Email: RWright@thewrightfirm.alchemidesign.com
Phone: (410) 224-7800

Anne Arundel Estate Planning Council (AAEPC) was created by a group of tax, legal, insurance, and financial advisors to provide a forum for local wealth planning professionals from various disciplines to exchange ideas and build relationships.  AAEPC hosts 3-4 educational and networking events for advisors each year, offering opportunities for its sponsors to gain exposure to Anne Arundel County’s leading estate planning professionals.  The AAEPC functions under the 501(c)(3) umbrella of the Community Foundation of Anne Arundel County (CFAAC) – your leading local resource for charitable giving.

© Richard Wright 2024