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Philadelphia Estate Planning Council

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Tuesday, October 05, 2021
  • 12:00 PM - 1:00 PM
  • Zoom Webinar (Log-In Access will be provided to registered participants the day prior to the program)


Registration is closed

"Use or Lose the Estate and Gift Tax Exemption Under TCJA 2017 and Changes to Grantor Trust Rules"

This Roundtable program will discuss proposed changes in the House tax legislation impacting the estate and gift tax area including changes to rules for grantor trusts and effective date. The panelists will discuss planning options and practical hurdles to successfully implement tax strategies before the end of the year.


  • Michael Maransky, Partner, Fox Rothschild, LLP
  • Richard Schwartz, J.P. Morgan Private Bank

No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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