AGENDA3:30 – 4:00 p.m. Registration 4:00 – 5:00 p.m. Program (In-Person Only) 5:00 – 7:00 p.m. Cocktail Reception
PROGRAM OVERVIEW
This presentation will discuss protecting the fiduciary, estate’s fiscal year election, administration expense election, alternate valuation election, Section 643(e) election, portability, QTIP election, qualified domestic trusts, disclaimers, death of a partner, S corporation stock, Section 645 election, Section 6166 deferral of estate tax and generation skipping tax elections.
Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This Event is Being Sponsored by
Click here to download a printable registration form.
VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead. Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.
What does a trustee do when a beneficiary request that the trust invests in “ESG”? As demand for environmental, social and governance (“ESG”) investment themes increases exponentially, the traditional tension between grantor intent, beneficiary rights and fiduciary obligations become ever more stressed. What exactly is ESG? What ethical obligations may it create? How do traditional trustee metrics and rules apply? What new issues should we consider? Join us as we explore the ethics of ethical investing when some of the beneficiary group want to invest in ESG.
Speakers:
Two Education Credits for CLE Ethics (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This Event is Being Co-Sponsored by
Agenda 3:15 p.m. – 3:45 p.m. Registration 3:45 p.m. – 4:00 p.m. Council Remarks/Annual Meeting/Election 4:00 p.m. – 6:00 p.m. Presentation 6:00 p.m. – 8:00 p.m. Cocktail Reception
Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws. Specific topics to be addressed will depend on the latest developments but will likely include the estate taxation of corporate-owned life insurance, gift tax consequences of modifying grantor trusts, and the latest in foreign bank account disclosure requirements.
Samuel A. Donaldson [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia State University in Atlanta, where he teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years, where he served as the Director of the law school’s Graduate Program in Taxation as well as Associate Dean for Academic Administration. In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He has won seven “professor of the year” awards from three different law schools.
He is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. He currently serves as the Tax Editor for the Probate Practice Reporter, a monthly publication from the University of South Carolina School of Law. Among his scholarly works, Professor Donaldson is a co-author of the popular law school textbook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning reference volume published by Wolters Kluwer.
2.0 Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Click here for a printable registration form.
Estate planning professionals in the Greater Philadelphia area are invited to join us for a happy hour for several of the regional estate planning councils in the area:
This is a great opportunity to meet your counterparts from other areas of the region and broaden your network.
The $40 registration fee includes appetizers and networking. Cash bar available for drinks.
Sponsorships are available for $750 per company and include four tickets to the event, plus recognition on signage at the event and on event promotion.
Space is limited for this event, so please be sure to register early!
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org