Philadelphia Estate Planning Council

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  • February 2023 HYBRID Luncheon Program

February 2023 HYBRID Luncheon Program

  • Tuesday, February 21, 2023
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

Registration

(depends on selected options)

Base fee:

Register

"Income Tax Considerations in Current Estate Planning"

COFFEE MEET AND GREET: The PEPC has organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Grant Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

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.  

PROGRAM OVERVIEW

With historically high lifetime estate and gift tax exemptions amounts currently set to last until the end of 2025, income tax considerations have moved to the forefront for many estate planning clients. The presentation will review and analyze planning techniques to deal with state and federal income tax considerations, including the use of spousal lifetime access trusts (SLATs), spousal lifetime access non-grantor trusts (SLANTs), and incomplete-gift non-grantor trusts (ING trusts)”.

Daniel F. Hayward is a Director at the Wilmington law firm of Gordon, Fournaris & Mammarella, P.A. Daniel graduated with a Bachelor of Science degree in Chemical Engineering from the University of Delaware. He received his law degree from Villanova University School of Law in 2006 and received his LL.M. in Taxation from the Villanova University School of Law in 2015. He is a member of the Delaware Bar Association, and a member of the Estates and Trusts Section, of which he served as Chair during 2015-2016. He is a Fellow of the American College of Trust and Estate Counsel.

Daniel’s practice focuses on the unique aspects of Delaware trust law including directed trusts, dynasty trusts, asset protection trusts and all aspects of the validity, construction and administration of Delaware trusts. Daniel routinely petitions the Delaware Court of Chancery to represent interested parties in the reformation of trusts and to transfer the situs of certain trusts to the State of Delaware. He also drafts, reviews and comments on Delaware trust agreements for local and out of state clients and provides legal opinions on the validity of trusts under Delaware law, including Delaware dynasty trusts and Delaware self-settled asset protection trusts.

Daniel also represents and advises Delaware corporate and individual trustees regarding trust administration and the legal aspects of their fiduciary roles. His practice also frequently includes representation of Delaware trustees in fiduciary litigation matters, in particular actions in the Delaware Court of Chancery seeking construction of trust provisions or instructions from the Court as to various matters of trust administration.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by


Click here to download a printable registration form.


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

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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