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Estate Planning - CFP Module V

 

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Brian Balenson

Education and Training:

  • University of Maryland School of Law, Juris Doctorate
  • University of Maryland, College Park, Bachelor of Science in Finance,
    • Omicron Delta Kappa Leadership Society
    • Mortar Board National Honor Society
    • Maryland General Honors Program

Positions Held:

  • Tydings & Rosenberg LLP, Partner, Chairman of Estates & Trusts Group
  • Semmes, Bowen & Semmes, P.C., Partner, Chairman of Estates & Trust Group
  • Venable, Baetjer & Howard, Associate

Bar and Court Admissions:

  • Maryland Bar (December 1988)
  • District of Columbia Bar (January 2001)
  • United States Court of Federal Claims (February 1993)
  • United States Tax Court

Professional Activities and Memberships:

  • Baltimore Estate Planning Council, Member
  • Bar Association of Baltimore City, Member
  • Maryland State Bar Association, Member
    • Estates and Trusts Law Section Member
    • Elder Law Section, Member
    • 2007-2008 Co-Chair of the Estate and Gift Tax Study Group