Friday, November 21, 2008

PBI's 2008 "Estate Law Institute"

On December 9 & 10 (Tue & Wed), 2008, the Pennsylvania Bar Institute will present the fifteenth annual "Estate Law Institute" in Philadelphia, PA.

Every year, more than 400 of Pennsylvania’s finest estate and trust lawyers who attend the Estate Law Institute find it is the best way to remain informed in the changing world of estates and trust practice.

As we move into our 15th year of the Estate Law Institute, join your colleagues at our "custom" program with sophisticated tracks discussing issues that affect you and your practice.

Institute provides sophisticated sessions as well as overviews of both planning and administration, allowing you to tailor the program to your particular practice level. A wide range of updates ensure that you will stay up-to-the-minute on all the latest issues and strategies. * * *

These are some of the topics scheduled for presentation at the upcoming Estate Law Institute:

  • ABCs of GSTs
  • Qualified Personal Residence Trusts and Grantor Retained Annuity Trusts
  • IRS Appeals: How to Use Them for Your Client’s Benefit
  • Section 529 Plans
  • Disclaimers for Post-Mortem Tax Planning
  • GST Special Issues
  • Coordinating Retirement Assets with the Estate Plan
  • Exit Strategies for Trusts
  • Preparer Penalties under the New Tax Preparer Rules
  • Trusts as Beneficiaries of Retirement Plan Assets
  • Contested Claims and Creditor Claims Against Decedent’s Estate
  • Update on Uniform Trust Act
  • Orphans’ Court Litigation & POAs
  • Structuring Trusts in Divorce
  • Latest Developments in FLPs & Valuation Discount Planning
  • Planning for Incapacity
  • Recent Trends in Orphans’ Court Litigation
  • Basics of POAs
  • International Estate Planning
  • Estate Planning for Parents with Minor Children
  • Health Care Directives After Act 169
  • Total Return Trusts
  • Estate Planning: An Overview of Objectives, Documents & Techniques
A plenary, "keynote" presentation will begin the program on each of the Institute's two days:
  • Tuesday, December 9, 2008: Recent Developments in Estate Law: Analysis of Federal, State Statutory & Case Law Issues -- Panelists: J. Brooke Aker, John A. Terrill, II, and Edward M. Watters, III
  • Wednesday, December 10, 2008: Keeping It All in the Family: Asset Protection Planning -- Speaker: Gideon Rothschild, Esq.,
This year's faculty includes the following trust & estates experts:
R. Michael Daniel, Esq., Cohen & Grigsby, PC, Pittsburgh
James L. Hollinger, Esq., Smith Aker Grossman and Hollinger, LLP, Norristown
Terrance A. Kline, Esq., Law Office of Terrance Kline, Media
Pam H. Schneider, Esq., Gadsen Schneider & Woodward LLP, King of Prussia
Martha A. Zatezalo, Esq., PNC Bank, Pittsburgh
J. Brooke Aker, Esq., Smith, Aker, Grossman & Hollinger, LLP, Norristown
Jerald David August, Esq., Fox Rothschild LLP, West Palm Beach, FL
Charles Bender, Esq., Fox Rothschild LLP, Warrington
Steven G. Blum, Esq., Steven G. Blum & Associates, Swarthmore
Dana M. Breslin, Esq., CELA, Pappano & Breslin, Brookhaven
Timothy F. Burke, Jr., Esq., Tener VanKirk Wolf & Moore, PC, Pittsburgh
Jerry B. Chariton, Esq., Chariton & Schwager, Wilkes-Barre
John A.G. Darazsdi, Esq., Internal Revenue Service, Scranton
J. Paul Dibert, Division Chief, Inheritance Tax Division, PA Dept. of Revenue, Harrisburg
Jonathan H. Ellis, Esq., Plotnick & Ellis, PC, Jenkintown
Linda Rhone Enion, Esq., Lovett Bookman Harmon Marks LLP, Pittsburgh
David M. Frees, Esq., Unruh, Turner, Burke and Frees, Phoenixville
Eugene H. Gillin, Esq., Harkins and Harkins, Philadelphia
Kenneth J. Hagreen, Esq., Lawyers Concerned for Lawyers of Pennsylvania, Inc., Camp Hill
Paul C. Heintz, Esq., Obermayer Rebmann Maxwell & Hippel LLP, Philadelphia
Amy E. Heller, Esq., Weil, Gotshal & Manges, LLP, New York, NY
Glenn A. Henkel, Esq., Kulzer & DiPadova, PA, Haddonfield, NJ
Paula M. Jones, Esq., McCarter & English, LLP, Philadelphia
Kenneth E. Lewis, Esq., Fox Rothschild LLP, Pittsburgh
Prof. Kathy C. Mandelbaum, Esq., Director of the Graduate Tax Program & Assoc. Professor of Law, Temple University Beasley School of Law, Philadelphia
James F. Mannion, Esq., Mannion Prior LLP, King of Prussia
Sara A. Mercer, Esq., Thorp Reed & Armstrong, LLP, Pittsburgh
A. James Millar, Esq., PA Department of Revenue, Harrisburg
Hon. Stanley R. Ott, Montgomery County Court of Common Pleas, Norristown
Edward L. Perkins, Esq., Gibson & Perkins, PC, Media
Karl L. Prior, Esq., Mannion Prior, LLP, King of Prussia
G. Bradley Rainer, Esq., Reger Rizzo & Darnall LLP, Philadelphia
Jennifer L. Rawson, Esq., Eckert Seamans Cherin & Mellott LLC
Dennis C. Reardon, Esq., Reardon & Associates, LLC, Wayne
Michael F. Rogers, Esq., Salvo Landau Gruen & Rogers, Blue Bell
Gideon Rothschild, J.D, CPA, Moses & Singer LLP, New York, NY
Margaret E.W. Sager, Esq., Heckscher Teillon Terrill & Sager, PC, West Conshohocken
Mario Santilli, Jr., Esq., Cohen & Grigsby, P.C., Pittsburgh
Lisa A. Shearman, Esq., Plotnick & Ellis, PC, Jenkintown
Karen M. Stockmal, Esq., KMS Law Offices, Philadelphia
Howard W. Switkay, Esq., Internal Revenue Service, Philadelphia
John A. Terrill, II, Esq., Heckscher, Teillon, Terrill & Sager, PC, West Conshohocken
Kirby G. Upright, Esq., King Spry Herman Freund & Faul LLC, Bethlehem
Edward M. Watters, III, Esq., Pepper Hamilton LLP, Berwyn
Robert I. Whitelaw, Esq., Obermayer Rebmann Maxwell & Hippel LLP, Philadelphia
Robert B. Wolf, Esq., Tener, Van Kirk, Wolf & Moore, PC, Pittsburgh
Edward P. Wojnaroski, Jr., Esq., Williams, Coulson, Johnson, Lloyd, Parker and Tedesco, LLC, Pittsburgh
C. Thomas Work, Esq., Stevens & Lee, P.C., Reading
The Estate Law Institute will be held at the Pennsylvania Convention Center, 12th and Arch Streets, Philadelphia, PA.

The program is co-sponsored by the
Real Property, Probate & Trust Law Section, of the Pennsylvania Bar Association.
Registration can be made online.