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.
NEW PROGRAM 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
Social Security is a critical component when planning for retirement. It is an extremely valuable pension program that provides guaranteed lifetime income with cost-of-living increases. However, to ensure that you do not leave any eligible benefits on the table, learn the considerations and claiming strategies which may be available to you to maximize your benefits. Such potential benefits include spousal, ex-spousal, child, child-in-care and survivor benefits—the more you know the more you can feel empowered by making the optimal Social Security filing decision in order to maximize benefits for you and your family.
Ash Ahluwalia is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of claiming strategies to maximize retirement income benefits.
Social Security is the largest retirement asset for many Americans, often amounting to $1 million or more of lifetime pension benefits from the federal government. However, being governed by more than 2700 rules, over 90% of filers leave money on the table. Ash has helped thousands of clients to customize the best strategy for their personal situation.
Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning, National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). For all of his efforts, expertise and leadership in Social Security planning, he was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association.
After graduating from the University of Toronto with a Bachelor of Commerce degree, Ash obtained his Chartered Accounting degree (a Canadian CPA.) and CERTIFIED FINANCIAL PLANNER designation. He then went on to obtain an MBA from Wharton Business School.
Ash has been published in numerous newspapers and magazines for his expertise, including The Wall Street Journal, Barron’s, U.S. News & World Report, and Financial Planning magazine. He is also a highly-sought-after speaker at conferences, webinars and industry events for consumers as well as legal, accounting and other financial professionals.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
