"State Income Taxation of Trusts: Pennsylvania, New Jersey, Delaware, and Beyond"

PRE-REGISTRATION FOR THIS PROGRAM IS NOW CLOSED.  WALK-IN REGISTRATIONS WILL BE ACCEPTED SPACE PERMITTING.

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

AGENDA
11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program

PROGRAM OVERVIEW

Managing state income taxes is a critical aspect of the estate planning process. If done well, it can produce significant savings. If done poorly, it can result in substantial unnecessary expense and potential liability for attorneys, CPAs, trustees, and other advisers. In this presentation, Dick Nenno and Vince Thomas of Young Conaway Stargatt & Taylor, LLP, in Wilmington, assisted by Bobbie Larkin of Glenmede in Philadelphia, will focus on Pennsylvania, New Jersey, Delaware, New York, and California and will give practitioners everything they need to know about this important subject.

Speakers:

Richard W. Nenno is senior counsel with Young Conaway Stargatt & Taylor, LLP, in Wilmington, Delaware. He received his A.B. degree from Princeton University and his J.D. degree from Harvard Law School. Dick, who has over 45 years of trusts and estates experience, speaks and writes nationally on estate planning topics and has written Tax Management Portfolios on Choosing a Domestic Jurisdiction for a Long-Term Trust (867-2nd T.M.), Domestic Asset Protection Trusts (868-2nd T.M.), and State Income Taxation of Trusts (869-2nd T.M.).

Vincent C. Thomas is Partner in and Co-chair of Young Conaway Stargatt & Taylor, LLP’s Business Planning and Tax Section. He is a Member of the American College of Trust and Estate Counsel (ACTEC) and served as a law clerk to Chief Justice Myron Steele of the Delaware Supreme Court and a Wolcott Fellow for the Delaware Court of Chancery. Mr. Thomas is recognized as a national speaker and authority on the administration of Delaware statutory and common law trusts, as well as complex tax and business transactions for high net worth individuals. He earned an undergraduate degree in Accounting from the University of Delaware, his J.D. degree, magna cum laude, from Widener University Delaware Law School, and his LL.M. in Tax from Villanova University Charles Widger School of Law. Mr. Thomas is admitted to the practice of law in Delaware.