The Partnership Freeze as an Alternative to a GRAT/SIDGT

Date: Monday, February 22, 2021
Time: 12:00pm - 1:00pm
Location: Zoom
Speaker: Lawrence Macklin

Lawrence J. Macklin is a Managing Director and Wealth Strategist at Bank of America Private Bank. In this
role, Larry coordinates the development and delivery of innovative strategies and solutions for high net worth
individuals and families helping them pursue their goals in financial and estate planning, risk management,
wealth transfer, intergenerational planning, business succession, pre- and post-liquidity event strategies, and
philanthropy. Larry also collaborates with the client’s team of advisors and conducts periodic reviews to help
clients monitor progress.
Larry began his tax and estate planning career in 1982. Prior to joining Bank of America Private Bank (formerly
U.S. Trust) in 1994, Larry was a tax and estate planning attorney with Venable LLP, a national law firm, and a Tax
Manager with Price Waterhouse.
Larry received his B.S. in accounting from the University of Maryland and earned a juris doctorate from the
University of Maryland School of Law in Baltimore. He is a member of the Maryland state bar, holds a Certified
Public Accountant license and is an Accredited Estate Planner® (AEP®) designee.
Larry is a past President of the Baltimore Estate Planning Council and is currently on the Board of the National
Association of Estate Planners and Councils (NAEPC). He is a frequent speaker at estate planning councils
around the country and recently spoke at the Notre Dame Tax & Estate Planning Institute.
*Note: Larry does not provide legal or tax advice in his current role at Bank of America Private Bank.

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